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Tax Senior Manager - Private Client

01 August 20222022-08-01
Aberdeen City
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Hutcheon Mearns are delighted to be partnered with a tech-enabled, fast-expanding accountancy practice firm, providing audit and accounting, tax, payroll and HR, outsourcing and advisory solutions globally from offices in Scotland, England and Ireland. We are directly engaged to assist in recruiting for the position of Tax Senior Manager – Private Client to join their team in Aberdeen.

 

Key Responsibilities:

 

Purpose of the role/key responsibilities:

  • Oversee and support the team in all aspects of a client portfolio, ensuring all client deadlines and demands are met by the wider client engagement team
  • Take ownership of the client portfolio, continue to strengthen relationships with clients and their wider professional network to ensure satisfaction with services provided, working alongside client’s advisors, and identifying opportunities to support clients
  • Be a vital part of the management team who is involved with day-to-day team operations, ensuring internal and external targets and deadlines are met, including supporting the leadership team in setting and delivering the strategic objectives of the department
  • Play an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team where required
  • Be recognised as a “go to” technical expert, particularly in relation to Inheritance Tax, Trusts, Estates and succession planning and present as a specialist both internally and externally
  • Liaise with external advisors as appropriate to deliver high level tax advice
  • Oversee compliance and advisory work, effectively project managing challenging technical advice
  • Provide quality briefing to staff on delegation of work, with appropriate and ongoing support
  • Continually and independently develop technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and wider market
  • Take responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines
  • Build practical solutions, offers recommendations and be able to demonstrate to clients the value of this work, with due regard for risk
  • Actively maintain long standing, trusted client relationships on behalf of the firm
  • Experience and skill set required for the role:

 

 

Required Experience:

  • Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar)
  • Previous experience of working in a similar role including particular technical experience as detailed above
  • Expertise in compliance and advisory work
  • Track record of handling a client portfolio with strong client engagement
  • Experience of managing a team
  • Use of tax software, preferably CCH
  • Ability to undertake independent technical research, preferably using Tolleys Guidance/ Library

This is a fantastic opportunity for someone with the relevant experience, looking for a new challenge to work within a fast-paced environment.