We are looking to recruit a Private Client Tax Manager.
This role requires responsibility for a portfolio of private clients. Working closely with Partners and Client Relationship managers to deliver the objectives of the Private Client Team. Support in the management of the department’s compliance function and ensuring adherence to internal policy and procedures.
Location for this role would be either Aberdeen/Inverurie/Fraserburgh.
The Tax Manager will be responsible for (but not limited to):
- Involvement in the provision of high level technical and tax planning advice to clients, working as necessary with other members of the Tax Team, Partners and Client Relationship Managers
- Maintaining an up to date technical knowledge of business tax, personal tax and capital taxes
- Supervision and management of the personal tax return process
- Involvement in written negotiations on HMRC enquiries
- Oral and written communication with HMRC ensuring compliance with the relevant statutory requirements
- Meeting deadlines within the allocated budget
- Billing and WIP management
- Monitoring the tax compliance position using tax administration software, keeping internal control records up to date and ensuring compliance with quality control procedures
- Mentoring and training Tax Seniors and Assistants
- Delegating work to Tax Seniors and Assistants
- Giving regular constructive feedback to those completing work for you
- Liaising with the client service team and with colleagues in other disciplines to provide a co-ordinated service to clients
- Involvement on tax advisory and planning work on clients and other ad-hoc projects as they arise
- Managing a diverse portfolio of personal tax clients, ensuring a high-quality tax compliance service
- Supporting the firm’s business development in the local area
- Ensuring compliance with internal (tax methodology and risk management) and external (regulatory) requirements
About You:
The successful candidate will have the ability to complete tasks on an accurate and timely basis, prioritise conflicting deadlines and work proactively, as well as, communicate effectively at all levels, internally and externally. They will also have a good working knowledge of UK tax legislation, project and time management skills where they are used to working to tight deadlines and budgets, and the ability and interest in understanding the client’s business. They will be confident in client-facing situations and be IT literate with a good working knowledge of Excel and Word.
The successful candidate will have personal tax experience with working knowledge of other taxes and practical experience of using software systems in the preparation of personal and company tax returns. They will have qualified in CTA, CA, ATT, or equivalent, with evidence of Continuing Professional Development.
Why JC?
With 11 offices across Scotland and beyond, we’re one of the country’s leading firms of Chartered Accountants and Business Advisers. Working at Johnston Carmichael means working in a team of over 900 sharp minds - each of which is valued and heard. We support our people to ensure they can grow their own way through proactive learning and development.
At Johnston Carmichael we want what’s best for our clients, our people, and our communities. You’ll be joining a team that’s engaged with its local communities and committed to supporting them. Over the last decade, we’ve raised over £450,000 for charitable causes across Scotland and we’re also Gold Sponsors of the Kiltwalk. You can read more about our culture and the values that define us here.
We have a People and Culture Forum that generates ideas for positive change and has several subgroups including LGBTQIA+ and Gender Equality which seek to educate and encourage everyone in our firm to be themselves in order to do their best work.
If you value enabling leadership, quality, integrity, and a workplace that prioritises giving back as much as you put in, then Johnston Carmichael is the firm for you.
Why Tax?
Our vision remains a constant - to be the firm of choice in all our markets. How we get there is what changes year on year.
The role of a tax adviser is transforming, and we need to keep up with this fast pace of change; both technology and legislation are ever evolving, and us with them. A career in Tax at Johnston Carmichael is diverse and challenging, as we continually strive to provide the best service for our clients - more efficiency, greater innovation, deeper insight. You’ll be joining one of Scotland’s most comprehensive tax practices, spanning an extensive range of corporate, personal and specialist tax services. Winners of the 2019 Tolley’s Taxation Award for Best Tax Practice in a Regional Firm, our team doesn’t merely crunch numbers - you’ll build close relationships with our clients, truly getting under the skin of their businesses and providing advice and guidance that offers real value.
And with 14 key industry sectors, there’s no shortage of variety when it comes to our client base. We’re also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 30,000 advisers across more than 110 countries, so you’ll have the opportunity to work with businesses all over the globe.
How working for us can work for you:
As a valued member of the Johnston Carmichael team, you’ll benefit from a number of employee benefits including but not exhaustive to; a personal pension scheme, annual leave, and life assurance, as well as your own personal training and development plan. Click here to see what’s on offer at Johnston Carmichael.
We know that 9-5 office hours aren’t for everyone. We support flexible working and also use a hybrid working model. One size doesn’t fit all, so let’s discuss what might work for you and our firm.
Doing the Right Thing and Standing in Other People’s Shoes are two of our core values. We nurture and celebrate individuality at Johnston Carmichael. We are an equal opportunities employer and welcome applications from all communities. Our culture is one where everyone is enabled to be a leader of their work and their learning.
If you’re ready to work in an innovative and forward-thinking firm alongside talented, sharp minds, apply today.
At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.