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Senior Manager - Private Client Tax Advisory

The Opportunity:

Menzies LLP is currently looking for a passionate & talented tax professional to be our new Senior Manager in Private Client Tax Advisory. This is a key position based out of either the Egham or Leatherhead office in Surrey 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 Surrey, the Senior Manager role will be to provide advisory services to clients and support the advisory tax leadership 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 Senior 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.

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 Taxation Partners with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
  • Involvement in any Revenue enquiry matters.
  • Review client base and identify additional opportunities.
  • 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.
  • 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 Senior Manager in Private Client Tax Advisory 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.