Private Client Tax Manager

This position is for a private client tax manager in our personal tax team – joining us with previous experience in both personal tax compliance and advisory.

We are a Platinum ACCA Approved Employer for Trainee Development, an Authorised ICAEW Training Employer and an award-winning training firm. Through our membership of AGN International and internal training, we guide, develop and mentor our team members.

Dafferns is a leading audit and accounting firm dedicated to providing excellent service to our clients across a wide range of service, industrial and not for profit sectors.

We provide audit, assurance, accounts, tax, and advisory services, with proactive advice and ethical tax planning – we work with ambitious small, medium, and large UK and international businesses, charities, business owners and private individuals.

Job description

A Private client tax manager works as part of the personal tax team, working on a diverse client base with many high net individuals, directors of companies, private landlords as well as sole traders and partners. As a team, we also act for over 100 trust and estate clients in both a compliance and advisory capacity.

Key responsibilities

Manage overall tax compliance for a portfolio of clients
Preparation and submission of Self-Assessment Tax returns for individuals, trusts and partnerships
Preparation and submission of residential capital gains tax return to meet statutory filing requirements
Tax administration, notices of coding, dealing with routine correspondence with HM Revenue and Customs and clients
Registration of trusts on HM Revenue and Customs trust register and annual updates
Keep client informed of any key developments
Identifying tax planning and advisory opportunities
Identifying areas of risk within cases managed
Continuously develop own knowledge and skills by professional reading and CPD training
Recording timesheets accurately and invoicing for client work for your portfolio
Build relationships with peers internally and externally
Ensure compliance with relevant standards, regulatory requirements, and internal policies and procedures
Work collaboratively with team members to achieve tasks efficiently and effectively
Support colleagues and contribute to a positive and inclusive team environment
Maintain client confidentiality outside the office
Any other reasonable duties

Qualifications and skills

Strong analytical skills and attention to detail
Self-motivated, quick thinking and keen to show initiative
Ability to organise and manage time efficiently and effectively
Excellent communication and interpersonal skills with staff and client alike
Ability to work effectively in a team environment and independently
Take responsibility for work tasks and quality, managing own workload and deadlines
Flexible and adaptable to business changes and seasonality of the tax compliance cycle
Show enthusiasm and commitment to undertaking tasks as required and in seeing tasks through to completion
Well-presented and possessing necessary attitude and personality that is associated with a professional firm
Maintain high professional standards of conduct and practice
Experience in Microsoft Office Suite (Excel, Word, PowerPoint)

Benefits

Competitive salary and benefits package
Opportunities for career growth
Supportive work environment with a focus on professional development
Exposure to diverse clients
A full-time position, 37.5 hours per week
Creation of your personal development plan
Online external training and CPD courses
Structured internal training sessions, soft skills training, on assignment training and internal mentoring within the team
Annual holiday starting from 22 days per annum, plus bank holidays
Company pension – 4% employee / 4% employer contributions after qualifying period of 3 months
Bupa cash plan
Death in service life cover (with up to six times salary) after qualifying period of 3 months
Income protection insurance after qualifying period of 3 months
Mental health, wellbeing and work life balance. We support our team by being open and signposting help and resources, should they need it
We have regular social events for all the team – including our annual Team Day out, the Christmas Party, our charity Tennis event, team BBQ, and informal get togethers at lunchtime and after work