Private Client Tax Manager

[FTTA1026]

Private Client Tax Manager

Due to extensive growth and multiple acquisitions, Fusion Consulting Group are looking to recruit an experienced Private Client Tax Manager to play an instrumental role in the running of our Compliance Tax function.

Fusion Consulting Group is a rapidly growing, multi-disciplinary professional services firm with subsidiaries spanning Tax, Accounting, Legal, Financial Services, Executive Recruitment, and Fractional CFO Services.

We deliver an integrated suite of advisory solutions to entrepreneurial businesses and private clients across the UK and internationally.

Job Summary

We are hiring a Private Client Tax Manager, who will be responsible for heading up the entirety of our compliance function. For this, we require an experienced candidate who is ATT qualified.

The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients.

Our business is geared towards providing Taxation services to a range of clients including expats, non-UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business.

Responsibilities

• Preparation and submission of tax returns for a portfolio of clients, including reviewing tax returns of juniors
• Overall management of the compliance team including carrying out 1-2-1s, and appraisals, and addressing any training needs
• Speaking with clients answering tax queries
• Speaking with prospects regarding new business.
• Assisting the wider tax team with tax return reviews from outsourcing company
• Assisting in preparation of written private client tax advice in report format to clients
• Managing client relation relationships and expectations, which would involve monitoring of IRIS on a weekly basis to ensure a number of issues and deadlines are being met
• Assisting with update of our internal CRMs and client portals of new enquiries
• Dealing with any complex HMRC queries as and when they arise
• Various ad hoc work as and when it arises

Although this role is compliance-based, there is the scope to work within other areas and get more involved in advisory as your role develops.

We’ll also offer you the opportunity of future progression and development, including full study support towards your CTA qualification.

Candidate Requirements

You will be ATT qualified and have experience in a similar role in a medium size practice.

• Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises
• Must have experience of reviewing private client tax returns, which is an essential part if this role
• Experience in managing a portfolio of clients through the self assessment tax cycle
• Proven track record of managing successful teams and delivering results is essential
• Aptitude for research and the ability to prepare complex written advice/calculations
• Strong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes
• Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous
• Proven track record of managing successful teams and delivering results
• Strong communication and interpersonal skills
• Strong IT skills (e.g. Microsoft Office - notably, Excel)
• Experience in IRIS software is desirable

What we Offer

• Competitive base salary
• Private medical insurance
• Group life insurance
• FusionPoints bonus scheme
• An additional day off for your Birthday every year
• Tailored training and development plans for every employee

Job Type: Full-time, Monday-Friday (Fridays WFH)

Job Location

London – Finchley, N3

About Fusion Consulting Group

Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey.

Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Executive Recruitment, IT Strategy, Business Advisory, Legal Services and Financial services ensuring a joined up approach and seamless client experience.

Equal Opportunities

Fusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status