Job Description

Private Client Tax Manager

Department: Tax

Employment Type: Full Time

Location: Farnborough Office

Reporting To: Amy Cole

Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work.

If you’re ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading!

This great opportunity will involve managing a portfolio of personal tax returns. There will be a requirement to prepare complex personal tax returns and review simpler tax returns prepared by junior members of the team.

You will be the primary point of contact for the majority of the clients in your portfolio.

Responsibilities also include assisting senior staff with advisory matters on personal tax matters, including preparation of advisory reports.
Why Menzies?


At Menzies, our culture is our cornerstone We blend technical excellence with genuine care for our people and clients. With a National presence and over 1000 colleagues in the UK, we’ve built a culture based on shared values and mutual respect. Here’s why you’ll love working with us:

Why Join Us?


At Menzies, we know that success starts with our people. That’s why we offer:
🌍 Career Development From learning opportunities to career coaching, we’ll help you achieve your goals.
🌍 Competitive Benefits Private medical cover, pension matching, and enhanced parental leave, to name a few.
🌍 Flexibility That Works for You Agile working is embedded in our culture.
🌍 Perks That Go Beyond From volunteering days to wellbeing initiatives, we care about your whole self.

Key Responsibilities

• Preparing complex personal tax returns.
• Managing a portfolio of personal tax clients, ensuring key deadlines are met.
• Assist junior team members with training and queries.
• Reviewing simple tax returns prepared by junior team members.
• Identify and support advisory opportunities.
• Manage client relationships.
• Assist with wider compliance obligations of the tax team. This may expand to include CGT returns & calculations, IHT returns, trust regulations, etc.
• Any other ad-hoc duties that may be required, including assisting with advisory work in a range of areas, e.g., residency/ domicile issues / property issues/ IHT, trusts & estates.
  
  

Skills, Knowledge & Expertise

• ATT qualified or equivalent.
• Good technical tax knowledge and experience in preparing personal tax returns.
• Developing experience in managing a compliance portfolio.
• Good communication and inter-personal skills.
• Ideally would have experience in preparing advisory reports
• Experience of looking after own client allocation for the annual compliance cycle.
• Working with SME clients at a mid-tier UK accounting firm.
• Ability to communicate effectively at all levels and provide excellent client care.
• Demonstrable experience of working with increasingly complex tax returns and a varied portfolio.
  
  

Job Benefits

At Menzies, we know that success starts with our people. That’s why we offer:
🌍 Career Development From learning opportunities to career coaching, we’ll help you achieve your goals.
🌍 Competitive Benefits Private medical cover, pension matching, and enhanced parental leave, to name a few.
🌍 Flexibility That Works for You Agile working is embedded in our culture.
🌍 Perks That Go Beyond From volunteering days to wellbeing initiatives, we care about your whole self.

To find out more about our benefits please read here