tax manager
6 the last 64 days, recently 2023-02-01
Responsibility
- manage a portfolio of TDR cases
- assist Director/Partner, and where appropriate, lead on larger HMRC projects such as COP8 and COP9 Investigations
- manage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trusts
Show more +38 - manage disclosures to HMRC
- assisting with the technical content of the Sharepoint environment used to share knowledge and resources within the tax practice
- day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections
- deliver excellent client service by maintaining client relationships
- assisting with identifying opportunities for the tax practice to communicate or work with clients on business tax topics
- liaise proactively with clients on advisory matters
- provide technical advice to assist in resolving complex issues or queries which arise within the team
- interact with HMRC to bring disputes to a resolution for our clients
- support the Head of Department in ensuring that systems, processes, and controls are in place and are fit for purpose
- involvement with the firm’s output relating to key fiscal events, such as the Budget
- manage HMRC enquiries and LDF related matters and dealing with HMRC correspondence of both compliance and advisory nature
- support the Head of Department in the implementation of group wide projects and initiatives
- responsible for timely project billing, cash collection and monitoring of budgets
- contributing to the review and development of the firm’s risk management procedures, in particular as it relates to business tax
- responsible for billing and monitoring budgets
- support senior management in ensuring that team procedures are documented, periodically reviewed, and updated
- assisting client facing staff with responding to technical and practical tax issues, including technical input on new developments affecting clients of the business tax teams
- review tax analyses, computational and report work prepared by more junior team members
- review compliance and basic advisory work prepared by more junior members of staff
- other ad hoc projects or tasks as needed to enable partners and staff to deliver a high quality service to clients
- providing technical updates on new business tax measures, including writing material for the firm’s internal and external newsletter and presenting tax issues at meetings and other forums
- assist with managing junior team members, helping them with technical and personal development
- assist with managing junior member of staff including helping them with technical and personal development
- take responsibility for oversight of a team always ensuring that all team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales ; appropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion; procedures, controls and training are reviewed following any risk event to mitigate
- present at technical training sessions
- review the risk and controls matrix in line with group policy and implement any required changes in the team
- engage in personal business development activities and support business development activities of the team
- assisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts and, capital gains and inheritance tax issues
- assisting with the development of technical training delivered by external providers on business tax matters, including reviewing training materials. Occasional delivery of training on business tax topics
- assist in preparation of appeal cases to the Tax Tribunals and above; liaising with HMRC Solicitors, the Tribunal Service and appointed Counsel as required
- maintain and develop technical tax and case law knowledge relevant to TDR
- reports to: Associate Director, National Tax
- maintain technical knowledge
- ensure internal procedures, particularly those relating to risk are adhered to and responsible for some departmental administrative tasks
- ensuring internal procedures are adhered to and responsible for some departmental administrative tasks
- work with the Head of Department to review business initiatives, policies, and products from an operational perspective to ensure that they are fully supportable
- contribute to the change management programme relevant to their area and actively manages the development and delivery of changes to operational and systems infrastructure
- candidate Profile
Requirements
- relevant level 3 FCA recognised professional qualification e.g., CISI Investment Operations Certificate – required
- professional accounting and/or tax qualification e.g., ACCA or CTA
- relevant tax dispute experience. Experience with COP9 and COP8 investigations required
Show more +35 - significant relevant experience gained within a professional services firm
- significant experience gained within financial services, an outsourced provider, or an accounting firm
- significant tax experience gained within a professional services environment
- experience of disclosures under other HMRC facilities including Digital Disclosure Service, Let Property Campaign, Worldwide Disclosure Facility
- demonstrable and practical knowledge of the regulatory environment relating to fund administration and in particular tax accounting
- technically capable tax adviser with tax knowledge of a range of business tax matters
- sound knowledge of HMRC’s information and assessment powers and associated penalty provisions
- demonstrable experience of delivering tax planning/advisory projects
- experience of managing a team and its individual members, including delivering effective appraisals, performance management, etc
- experience of producing tax focused material such as presentations, newsletters and/or marketing material
- demonstrable experience of managing complex compliance issues
- strong IT skills
- experience of handling appeals to the FTT and above
- people management and organisational
- critical competencies
- demonstrable experience of project and client account management
- about Evelyn Partners
- excellent report writing skills and a willingness to embrace new technology to improve our client deliverables
- ability to distil complex technical tax issues and make them understandable for both specialists and non-specialists
- experience of delegating work and managing people
- really good communicator
- sound knowledge of private client tax issues with particular experience of advising non domiciled individuals and dealing with complex capital gains tax and inheritance tax matters
- proactive and enthusiastic approach
- ability to research complex tax technical issues
- excellent communication skills, both written and verbal, with a proven track record to progress tax disputes and disclosures with HMRC to a resolution
- analytical ability and attention to detail
- it has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands
- ability to prioritise work
- A team player able to work closely with colleagues at all levels
- good at problem solving and focused on delivering solutions
- client focus – ability to think commercially and put the clients of the firm first when supporting partners and staff across the tax practice
- professional qualifications: Qualified Accountant ; Chartered Tax Advisor or current/former HM Inspector of Taxes. Candidates who are otherwise qualified by experience may also be considered
- A clear appetite to help grow our business internally and within the external market
- value statement
- value Statement
Salary in other companies in the position tax manager
| JEFFERSON WELLS | 14000 £ | 7940 £ 14000 £ |
| TRUST IN SODA | 12600 £ | 7940 £ 14000 £ |
| TALENT FORTE | 12000 £ | 7940 £ 14000 £ |
| LORUS CONSULTING | 11000 £ | 7940 £ 14000 £ |
| CLINICAL PROFESSIONALS | 10020 £ | 7940 £ 14000 £ |
| 1ST EXECUTIVE | 9240 £ | 7940 £ 14000 £ |
| HANDLE RECRUITMENT | 8500 £ | 7940 £ 14000 £ |
| CAPITAL TAX RECRUITMENT | 8055 £ | 7940 £ 14000 £ |
| CAREER MOVES | 8050 £ | 7940 £ 14000 £ |
| ALTUM PARTNERS CONSULTING | 7940 £ | 7940 £ 14000 £ |