Private Client Tax Associate Director Manchester

• Are you looking to make an impact in Personal/Private Client Tax as Associate Director?
• And are you looking for open, engaged and collaborative teams?
• Are you looking for flexible working? (1-2 days in the office per week)
• Are you looking for an advisory role?

Roles & Responsibilities:

As a Private Client Tax Advisory Associate Director you will be responsible for:

• Reviewing tax reports prepared by junior members of the team.
• Ensuring WIP analysis and billing are kept up to date.
• Ensuring files are of an appropriate standard for QCR purposes.
• Liaising with HMRC regarding various issues.
• Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.

Skills, Knowledge and Experience:

• Holds relevant professional qualification (e.g. CTA) or equivalent experience.
• Extensive experience of personal tax services.
• Significant experience of developing project plans and ensuring deadlines are met.
• Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.
• Experience of identifying opportunities for business development on tax clients and across other service lines.
• Proficiency with personal tax on CCH Central would be an advantage.