Why this role?
There’s never been a better time to take on a new challenge as a Private Client Tax Senior Manager:
- Working as part of a tech-enabled business critical services group providing audit and accounting, tax, payroll and HR, outsourcing and advisory solutions globally
- The company pride themselves on providing everyone with an inspiring career opportunity, keeping relationships personal and looking after their people
- You will benefit from perks such as private health and dental care, hybrid, agile and family friendly working practices and ongoing personalized coaching and mentoring programmes
What’s the Opportunity?
Iconic Resourcing presents a fantastic opportunity for a Private Client Tax Senior Manager to join a successful Tax team within one of the UK’s leading Chartered Accountancy and Business Advisory Firms.
The team deliver both compliance and advisory work to a wide portfolio of clients including individuals, partnerships and trusts.
As a Senior Manager, your role will involve ensuring that, together with your team, you provide a high standard of technical service to clients including accurate and timely delivery in line with client requirements. You will also be responsible for the development of your team, together with their financial and operational performance, this is a key role in the management of the business. Your role will give you the chance to contribute to the future growth of the firm, especially through the leading-edge opportunities arising in your specialist area. You will be effective in the introduction of the firm’s services to your business network and the wider market.
How will you fit?
In order to take on this role, you will:
- Hold a relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
- Have previous experience of working in a similar role including particular technical experience as detailed below
- Have expertise in compliance and advisory work
- Have a track record of handling a client portfolio with strong client engagement
- Have experience of managing a team
- Be able to use tax software, preferably CCH
- Have the ability to undertake independent technical research, preferably using Tolleys Guidance/Library
You’ll add value to the team by:
- Overseeing and supporting the team in all aspects of a client portfolio, ensuring all client deadlines and demands are met by the wider client engagement team
- Taking ownership of the client portfolio, continuing to strengthen relationships with clients and their wider professional network to ensure satisfaction with services provided, working alongside client’s advisors, and identifying opportunities to support clients
- Being a vital part of the management team who is involved with day-to-day team operations, ensuring internal and external targets and deadlines are met, including supporting the leadership team in setting and delivering the strategic objectives of the department
- Playing an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team where required
- Being recognised as a “go to” technical expert, particularly in relation to Inheritance Tax, Trusts, Estates and succession planning and present as a specialist both internally and externally
- Liaising with external advisors as appropriate to deliver high level tax advice
- Overseeing compliance and advisory work, effectively project managing challenging technical advice
- Providing quality briefing to staff on delegation of work, with appropriate and ongoing support
- Continually and independently developing technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and wider market
- Taking responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines
- Building practical solutions, offers recommendations and be able to demonstrate to clients the value of this work, with due regard for risk
- Actively maintain long standing, trusted client relationships on behalf of the firm
So what next?
To find out more about this role, please contact Caitlin Farquharson or to apply, click the button below.
At Iconic Resourcing, we are engaged by many leading organisations across Scotland and our aim is to keep the recruitment process simple.
Iconic Resourcing is an equal opportunities employer, and all applications will be treated as such. We act as both an employment business and an employment agency.