Private Client Tax Assistant Manager Godalming
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Job Location:
Yearly Salary:
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
Key Responsibilities
- Managing a Private Client portfolio consisting of a mix of clients with varied sources of income e.g. earned and investment income.
- Responsible for mentoring junior team members including reviewing their work.
- Primary point of contact for clients.
- Dealing with partnerships and high net worth individuals.
- Dealing with a wide range of capital gains tax issues.
- Delivery of technical advisory work on the portfolio.
- Dealing with one off advisory and compliance assignments.
- Assisting at client meetings.
- Proposing and raising client bills and regularly reviewing WIP.
Skills Knowledge and Expertise
- ATT and/or CTA qualified with strong technical expertise across UK personal and private client taxation.
- Solid experience in SelfAssessment tax computations report writing and ad hoc advisory work.
- Advising on complex matters including incorporations EIS/VCT/SEIS investments IHT planning and trusts.
- Good working knowledge of international tax principles UK residence and domicile and double tax relief.
- Experience handling HMRC enquiries including settlements and penalty negotiations.
- Proven ability to advise a broad private client base including HNWIs nonUK domiciled and nonresident clients ownermanaged businesses and property owners.
- Commercial mindset with experience agreeing fees spotting opportunities and contributing to business development.
- Strong delivery people management and communication skills with the ability to manage multiple matters and support junior team members.
For full details of the role please download the full job description.
Benefits
Required Experience:
Manager
About Company
At Moore Kingston Smith, we create lasting success by delivering quality accountancy and business advisory services.
