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Manager - Private Client Tax Advisory

Job Title: Manager - Private Client Tax Advisory
Contract Type: Permanent
Location: Surrey
Industry:
Salary: Competitive
Reference: REF7
Job Published: October 24, 2019 16:55

Job Description

The Opportunity:

Menzies LLP is currently looking for a passionate & talented tax professional to be our new Private Client Tax Advisory Manager. This is a key position based in Surrey (ideally out of either the Egham or Leatherhead office) and forms part of the wider Private Client Tax service we offer our clients.

Reporting to the Private Client Tax Partner and Senior Partners in Egham, Surrey, the Manager role will be to provide advisory services to clients, working alongside the existing advisory team.

Your primary role will be to deliver tax planning and advisory services in relation to private clients (these could possibly include: Non Dom & International clients, Offshore, Inheritance Tax, Trusts and Estate planning). The objective is for the team to deliver a full consultative, compliance and planning service to individuals including optimising all private client tax reliefs during lifetime and on death.

The successful candidate will be a proven people manager and passionate about working with clients as this is vital for the role to be successful. The Manager will be required to provide a high quality service to the Partners including making a positive contribution to the development of the Firm’s Private Client offering. Key to the role is an ability to grow the client base in this area. You will be expected to develop strong client relationships and be able to delegate tasks and responsibilities within a team, supervise more junior staff and review their work.  The manager will act as the link between the existing senior manager and partner, and the junior advisory team who are developing.

Our focus at Menzies is providing a #BrighterThinking approach, going the extra mile to keep clients on-track to achieve their personal and business objectives. As a leading UK accountancy & advisory firm we have a passion for advising entrepreneurs and SMEs through our sector-led teams.

We apply the same principles to individuals within the firm. Our people are ambitious, self-motivated and encouraged to develop their skill set and realise their potential.

We operate out of a network of offices across Surrey, Hampshire, Cardiff and London, providing our clients with easy access and local knowledge.

Many of our clients are expanding overseas and benefit from the outward perspective we can provide via our active membership of HLB International.

#BrighterThinking is how we sum up the difference we make, as a firm, to our clients and in the way we hire and develop talent in Menzies. It’s finance and accounting expertise, combined with strategic commercial thinking and a promise to add real value across all areas of our client’s businesses.

 

Key Duties & Responsibilities:

  • Assist Tax Partner and the private client advisory senior manager with complex tax planning projects and ensure planning and cross-selling opportunities are identified and followed up.
  • Involvement in any Revenue enquiry matters.
  • Maintain regular communication with all clients and related 3rd parties
  • Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees to help develop our advisory skills in the more junior grades.
  • Prepare budgets, complete work within budget and report to Partners on any variances from budget, ensuring that all assignments are carried out in a timely fashion and in accordance with the Firm’s procedures.
  • Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them.
  • Any other ad hoc duties that may be required.

 

Menzies Offer:

Come and work for a recognized employer of choice, where we can offer you a dynamic and rewarding environment with exposure to a diverse range of clients and industry sectors. Our package and benefits are very competitive and work life balance is part of our company culture, we have office locations in London, Surrey, Hampshire and Cardiff and we are a strong believer in developing our staff throughout their career:

  • Competitive base salary
  • 25 days annual leave entitlement a year (plus bank holidays)
  • Private Medical Cover
  • Life Assurance
  • Group Income Protection
  • Employer contribution & matching pension scheme
  • Flexible working policy 
  • Each office location has agreements with local businesses which offer great discounts
  • Learning and Development opportunities throughout your Menzies career
  • CSR Program & Social Events - each office will be involved in various charity and sporting activities to help raise the brand profile and give back to the local community
  • Employee Assistance Program - our EAP is available for all Menzies employees. As well as being a confidential support line, it also offers practical financial and life management advice 24 /7 and is completely confidential.

 

Required Skills & Attributes:

  • Eligibility to work in the UK without any restrictions.
  • Must fit with our values!
  • ACA/ACCA/STEP and/or CTA qualified.  This is a pre-requisite for this role.
  • High level of technical advisory expertise.
  • Self starter capable of motivating, driving and developing the team.
  • Able to demonstrate relevant practical experience in Private Client tax planning.
  • Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical point for clients to understand.
  • Ability to provide excellent client care.
  • Strong relationship building, networking and business development skills.

 

How to Apply:

If you believe you have the required skills and attributes to be our new Private Client Tax Advisory Manager then apply online ASAP.

 

Agencies:

When we require external assistance with our vacancies we will reach out to our PSL supply chain, please be aware we operate a very strict PSL policy with close relationships with our suppliers and cannot respond to agencies outside of the PSL and we do not accept speculative CV's as an introduction. Please do not contact individual hiring managers or the Talent Acquisition team.