Partner leading private client tax advisory at Moore Kingston Smith. Driving new business and delivering exceptional client service in a hybrid work environment.
Responsibilities
Act as lead adviser to a portfolio comprising a broad range of clients
Provide commercial and sound technical advice on a broad range of private client tax matters
Oversee personal tax compliance services
Manage risk in line with regulatory, ethics and the firm’s standards
Take full ownership of the client relationship, including agreeing commercial fees, managing expectations, timely delivery of work and billing
Assemble and lead the best team for clients’ needs and take responsibility for team performance
Identify new business opportunities for the firm and develop strategies to win new business
Build and maintain a wide referral network and exploit market opportunities
Identify opportunities for cross selling of services and add value within the existing client base
Proactively market and develop the firm’s private client offering, both externally and internally
Contribute to private client marketing publications and events
Contribute to and initiate ideas on team operational decisions, strategy and service propositions
Contribute to oversight of existing staff resource, including their productivity and utilisation
Provide training, guidance and support to the team
Support the personal and professional development within the team
Support the recruitment in the team
Maintain up-to-date knowledge of UK personal tax law and HMRC
Identify and resolve complex tax issues
Create internal and external technical material for internal and external use
Represent the firm in technical discussions, panels, and industry forums, where relevant
Requirements
A Chartered Tax Adviser with significant tax experience ideally within a professional services firm
A broad and deep knowledge and understanding of UK private client tax law and practice
Experience of producing bespoke technical tax advice
A profile within the tax profession, ideally demonstrated through the publication of articles in the professional press
Experience of producing tax focused articles, presentations, and marketing materials for a variety of audiences
A good understanding and working knowledge of tax technology
Advanced MS Word and MS PowerPoint skills
Experience of people leadership and development
Excellent written and verbal communication skills
A good team player, with an ability to build personal rapport with colleagues and clients
The ability to take ownership of tasks and drive them to completion
The ability to prioritise work and to deliver work to an agreed timescale
A creative, entrepreneurial, and strategic thinker
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