Private Client Tax Advisory Manager / Senior Manager required for the highly successful Private Client Tax team of this long-established firm of Chartered Accountants and Business Advisors

Whether you are currently a Manager or Senior Manager, the Partners are looking for an ambitious individual to join their tax advisory team. They have worked hard to empower their management team and in turn, you will manage wide-ranging ad hoc projects, as well as playing a key role in driving the business forward.  The role offers clear opportunities for advancement and the level of technical work will provide a varied and challenging development path.

The department’s portfolio consists of high net worth individuals, landed estates, unincorporated businesses including professional partnerships and family trusts.  You will also get exposure to company transactions, re-organisations, share buy-backs and the likes.

This role is all about...

• Responsibility for delivery of exceptional client care
• Carrying out ad hoc advisory projects
• Reviewing work and assisting junior members with technical queries
• Coaching and developing junior members of staff, including responsibility for appraisals and facilitating objective setting
• Identifying and managing areas of risk for clients and the firm
• Identifying opportunities to involve other disciplines to expand the scope and value of our services
• Monitoring budgets, driving profitability and raising issues at the appropriate level •
• Responsibility for the preparation of fees, proposals, fee quotations, money laundering procedures and engagement letters
• Assisting in business development activities on an ad hoc basis

You will have...

A relevant qualification is required. This may be CTA, STEP, CA or qualified lawyer.

• Proven competence in tax planning projects
• Good knowledge of current taxes including income tax, capital gains tax, inheritance tax, national insurance contributions, trust and partnership taxation
• Excellent written and oral communication skills
• A proactive approach to managing staff and projects, including a willingness to take responsibility and suggest solutions to problems encountered
• Ability to work as part of a team
• Motivated and committed to continuously developing technical, commercial and client relationship skills
• Effective time management skills and ability to efficiently organise workload to deliver on time and on budget

Salary up to £65,000 + benefits. WFH arrangements/culture in place. For a confidential chat, contact Stuart Ringland on (0131) 516 4333 or email stuart@lusona.co.uk