Private Client Tax Senior Manager

Meraki Talent
Aberdeen, United Kingdom
17 Sep 2022
29 Sep 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Meraki Talent is working alongside one of the UK's fastest growing and most exciting accountancy firms on the role of Private Client Tax Senior Manager.

The Company
Our client is one of the UK's leading Accountancy firms with several offices across Scotland, England, and Ireland. They have evolved significantly over the past decade to become one of the most modern and innovative firms in today's market with a significant market share and presence across the UK.

This success is attributed to its exceptionally talented workforce, strategic planning, and adoption of modern technologies & methodologies to now be labelled a trend setter within the sector.

The Role

The role requires a high standard of technical service delivery to clients, ensuring accurate and timely advice in line with client requirements. The role includes both compliance and advisory work, as well as aiding other members of the team and wider firm to deliver advice to clients outside of the portfolio.

The position will suit an individual with strong experience in Inheritance Tax, Trusts, Estates, and Partnerships.
  • Manage the client portfolio, and build on existing relationships with clients and their wider professional network to ensure satisfaction with services provided, collaborating with client's, client staff and identifying opportunities to support them further
  • Develop and grow the department and the firm by identifying and progressing opportunities to promote the business in the marketplace, unearthing new opportunities and securing new work, with the support of the wider senior management team and BD department
  • Oversee and support your team in all aspects of the portfolio, ensuring deadlines and demands are met by the wider client engagement team
  • Involved with day-to-day team operations, ensuring internal and external expectations are achieved, such as supporting the leadership team in setting and delivering the strategic targets
  • Consult with external advisors as appropriate to deliver high level tax advice
  • Manage the workflow and delegation of work to your team, with appropriate and ongoing support
On offer
  • Life assurance
  • Income protection insurance
  • Flexible personal pension scheme, with matched employer contributions
  • Private medical/dental insurance
  • Travel insurance
  • Cycle to work scheme
  • Purchase additional holidays - up to 10 days
  • Discounted retail offers
  • Childcare vouchers
The role is available to individuals with a solid background in Personal/Private Client Tax and although qualification via CTA, ATT or ACCA is desirable, strong experience and knowledge on how the job is done will be considered.

Contact info
For full information and confidential chat regarding this opportunity, please contact Dean Gorrie at Meraki Talent.
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