Personal Tax Manager

5 Days Old

Overview
If you are interested in applying for this job, please make sure you meet the following requirements as listed below. K3TA are looking for an experienced Personal Tax Manager to join our growing Family & Wealth team. This is a senior, client-facing advisory role. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients. You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff. This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged. This position is particularly suited to someone who wants exposure to complex advisory work rather than volume compliance. Key Responsibilities: Advisory Project Work Preparing advisory reports and leading client calls
Advising on all points of UK tax in relation to internationally mobile HNWIs, often on short time scales ahead of business exits.
Supporting IHT and BPR reviews and preparing technical analysis for director sign-off
Co-ordinating international tax matters with our international contacts and UK tax residence planning projects
Assisting with structuring, family wealth planning and business exit planning
Technical Review & Decision-Making You will be expected to act as a technical reviewer for personal tax matters within the team. This includes: UK personal tax planning
Statutory Residence Test and non-residence planning
Overseas income and remittance matters
Trusts and beneficiary taxation
Inheritance Tax planning and Business Property Relief
Cross-border issues and interaction with overseas advisers
You should be comfortable researching complex areas and confidently explaining and defending technical conclusions to senior management or clients. Project Management & Workflow The role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. This will include: Daily oversight of team workflow and project progression
Reviewing work prepared by junior team members to a high technical standard
Being a touch point for technical queries
Monitoring WIP, recoveries and billing on your projects
Ensuring appropriate pricing and commerciality of work
Attending/leading new client meetings across all areas of Private Client tax
Preparing clear scopes of work and fee quotes
Required Experience & Technical Skills: CTA qualified (or equivalent experience)
Significant experience in a UK Private Client tax role
Strong technical knowledge of: Statutory Residence Test
Non-residence and temporary non-residence
Trust taxation and beneficiary matching
Inheritance Tax and BPR
International and cross-border personal tax matters
Ability to independently research technical issues and reach defensible conclusions
Experience dealing directly with high-net-worth clients
Systems & Tools Experience with the following is desirable: Microsoft Office and practice management systems
Digita Personal Tax (or similar tax software)
Tax research platforms (Tolleys, Practical Law, Croner-i, Kessler)
Personal Attributes Strong communicator with excellent client skills
Organised with the ability to manage multiple projects simultaneously
Comfortable supervising and mentoring junior staff
Proactive and able to take ownership of client relationships
What We Offer A supportive and technical environment with genuine scope to develop specialist expertise.
Exposure to a broad range of interesting and complex client matters.
Opportunities for progression within a growing team.
A built in client base, with opportunities to develop your own portfolio and referral network.
Flexible working, and a fully remote role. We do our best work in our preferred environment. xehkeey We have a camera on approach to both internal and client meetings.
Apply
Location:
Birmingham
Job Type:
FullTime
Category:
Accountancy

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