Private Client Tax Compliance Manager at AAB, a leading professional services firm. Managing client portfolios and ensuring compliance with tax regulations.
Responsibilities
Responsibility for managing your own client portfolio, being the main point of contact for those clients and ensuring completion of any related MTD quarterly reporting, Final Declarations and Self-Assessment tax returns by the relevant filing deadlines each year.
Responsibility for following AAB Tax Compliance processes, as well as other internal processes required in the performance of your duties.
This includes the use of technology to improve efficiency within the business, maintaining accurate client data, and the accurate and real time completion of timesheets and all workflow / job management tools.
Financial Management of own portfolio including review and management of own WIP, proposals for new work, raising fees and proposing fee uplifts for additional work where required.
Identifying opportunities for additional work within your client portfolio and cross-selling services as and when required.
Meeting targets for winning new work as set by the leadership team each year.
Reviewing work prepared by junior team members, including complex reviews for other team members where it is within your skillset.
Undertaking the preparation of ad hoc advisory work arising within your own client portfolio, including but not limited to Real time CGT reporting, Remuneration planning, CGT calculations, Trust Registrations etc.
Liaising and working with the Tax Advisory team and other Business Units including but not limited to BAG, as and when required.
Line management responsibilities for junior member of the team.
Mentoring, support and training junior members of team to aid their development and career progression opportunities.
Undertaking Business Development both internally and externally, including attending local and office based networking events with a view to increasing awareness of AAB and the tax compliance function within the local area.
Help embed change and the use of new technology within AAB processes.
Assist the Head of Compliance in undertaking quarterly Quality Control Reviews (QCR) on work prepared within the compliance team to ensure adherence to processes, help identify training needs for the team and to maintain AAB quality standards.
Requirements
CTA or other tax relevant qualification
At least 3 years tax compliance experience in a Manager role or higher.
Experience line managing people and / teams.
Experience using CCH Personal Tax and related applications.
Good knowledge in the use of Excel and Word.
Benefits
Annual leave (plus public holidays), with the option to buy or carry over leave
Tax Analyst at Charger Logistics responsible for managing tax compliance and developing tax strategies. Collaborate with accounting and auditors while ensuring legal compliance with Mexican tax regulations.
Private Client Tax Advisory Senior Manager at AAB delivering strategic tax advisory services across private clients. Leading projects, managing relationships, and providing technical expertise in various areas of tax.
Senior Manager in Private Client Advisory leading client projects at AAB, a professional services firm supporting individuals and businesses across the UK, Ireland, and the USA.
Private Client Tax Advisory Senior Manager overseeing and leading client projects within a professional services firm. Focusing on tax advisory services for private clients with a collaborative team approach.
Manage client portfolios ensuring tax compliance at a leading professional services firm in the UK. Collaborate with teams and mentor junior staff while identifying business opportunities.
Indirect Tax Assistant Manager at KPMG in London. Responsible for providing advisory services on Indirect Tax issues and managing client relationships.
Tax Analyst ensuring compliance with tax obligations for Vantive's legal entities. Supporting corporate tax requirements and audit processes within a global organization.
Partner role at Aprio empowering professionals in Tax to grow and lead client engagements. Responsible for client leadership, business development, and talent mentoring in a collaborative environment.
Tax Compliance Professional driving global tax compliance strategies for Schneider Electric. Collaborating with departments and tax authorities to optimize operations and ensure legal compliance.
Senior Process Associate responsible for document analysis and data extraction for US Tax compliance. Utilizing OCR automation and collaborating with internal teams for effective solutions.