Job Description

Position: Private Advisory Tax Manager

Location: Grantham or Surrounding Areas / Hybrid (2 days in the office)
Role: Permanent

Salary: £50,000 - £67,000 per annum (Plus Benefits)

Hours: Full Time

Annual Leave: 27 Days

Start: ASAP

Our client is one of the UKs top regional accountancy firms, specialising in accountancy/tax as well as supporting clients with legal services, IT support, and wealth management.

Established for over 100 years, they provide services to more than 12,000 businesses and individuals.

Their Tax team is seeking a Private Advisory Tax Manager. The role will be assisting managers and directors to provide taxation advice to clients, while supporting your teams in the delivery of their work and ensuring that operational objectives are met. You will ensure compliance and quality standards are always maintained, client needs are identified, adhering to the client care program and ensure client relationships are within their legislative framework, compliance and quality standards.

This is an ideal role for someone wanting to gain more experience in managing a client portfolio.

You must be fully qualified in: CTA, ATT or AAT, and must have 5+ years in UK Accounting / Practice experience.

Responsibilities

• Manage and develop team members and conduct performance reviews; by setting objectives and conducting performance reviews.

• Manage a client portfolio, using your knowledge and skills to add essential value to the offering.

• Responsibility for overall quality of individual client assignments and production of a complete product with due regard to budget. This will require direct completion of audit planning, fieldwork, and collaboration with your team.

• Work with other members of your service line to scope out client requirements and ensure that assignments are carried out in a timely manner and within specified budget.

• Proactively liaise with relevant members of the management team (e.g., directors) on individual clients, ensuring that they are well informed and receive regular updates on progress, along with identifying and escalating any issues as necessary.

• Build a network of potential new clients in order to identify new business opportunities (e.g., active participation within funnels or similar marketing initiatives), creating a vibrant pipeline of new opportunities.

• Actively participate in pitching for new business opportunities and developing tender documents.

Qualifications/Experience:

• Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead

• Demonstrated proficiency in collaborating within a team environment.

• Must have UK Accounting / Practice experience

• Must have UK Private Tax advisory experience.

• People management experience

• Robust communication and interpersonal skills