Private Client Tax Manager

at  Francis Clark LLP

IN A NUTSHELL

Are you a tax professional looking to accelerate your career in a firm that supports your development?
Joining our tax team, you’ll help to provide a first-class tax compliance and advisory service to our personal tax clients, including trusts and HNW clients.

• Look after a portfolio of cases, including some trusts as well as high net worth individuals
• Drafting reports and letters providing tax advice including IHT planning, residence and domicile
• Meeting with clients to ascertain and advise on their tax planning needs
• Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
• Reviewing the work of more junior staff and contributing to their professional learning and development
• Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Request, collate and maintain client information
• Correspond and deal confidently with client enquires
• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service