Private Client Tax Manager
About Us
We are proud to hold the Investors in People Gold accreditation and to be recognised by The Sunday Times as one of the Best Places to Work. This reflects our commitment to fostering an environment where both emerging and experienced talent can continuously learn, develop, and grow.
The Role
Our Tax Consultancy service line operates as a national team and supports our clients from all our offices. As a result of continued growth, we are now recruiting for a Private Client Tax Manager, to be based as several of our offices including Kendal, Leeds, Newcastle and Carlisle.
The main elements of this role will include but not be limited to:
- Liaising with Armstrong Watson clients and the wider team to deliver Private Client Tax Advisory Services
- Undertaking new client meetings in relation to Tax Advisory opportunities
- Delivering proactive Tax planning advice for clients
- Managing various service line projects, including reviewing the work of other team members
- Monitoring work in progress, recoveries and billing
- Having formal line management responsibility of Tax Seniors and Trainees
- Dealing with ad hoc queries from the wider firm when required
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
- CTA qualified
- Experience of leading advisory projects
- Knowledgeable and able to provide advice surrounding Agricultural Tax and Trust matters (Desirable)
- A Full UK Driving Licence (Essential)
- Experience of dealing directly with clients and ensuring they receive an outstanding level of service
- Excellent communication skills (both verbal and written) when dealing with clients and colleagues across the firm
- Great teamwork skills to be able to communicate with your own team as well as the other Armstrong Watson teams across all offices
The Benefits
- Smart Working Policy, giving you the ability to balance home and remote working
- Employee Assistance Programme (24/7 confidential support for wellbeing and health)
- Paid flu jabs and eye tests
- Introductory Commission Scheme (financial reward if you refer a new client)
- Paid professional membership fees
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