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Private Client Tax Manager

armstrongwatson

KendalHybrid1mo ago
Employment
Full-time

About the role

  • Standards and professionalism
  • Doing work they are proud to put their name to
  • Building long‑term client relationships
  • Being part of a firm with real momentum and intent
  • A firm with clear direction and momentum
  • Clients who value advice and relationships
  • Colleagues who care about doing things properly
  • A culture built on Passion, Trust, Humanity and Honesty
  • Genuine opportunity to shape your career as the firm grows

The Role

  • Liaising with Armstrong Watson clients and the wider team to deliver Private Client Tax Advisory Services
  • Undertaking new client meetings in relation to Tax Advisory opportunities
  • Delivering proactive Tax planning advice for clients 
  • Managing various service line projects, including reviewing the work of other team members
  • Monitoring work in progress, recoveries and billing
  • Having formal line management responsibility of Tax Seniors and Trainees
  • Dealing with ad hoc queries from the wider firm when required

The Candidate

  • CTA qualified (Desirable)
  • Experience of leading advisory projects 
  • Knowledgeable and able to provide advice surrounding Agricultural Tax and Trust matters (Desirable)
  • A Full UK Driving Licence (Essential)
  • Experience of dealing directly with clients and ensuring they receive an outstanding level of service 
  • Excellent communication skills (both verbal and written) when dealing with clients and colleagues across the firm
  • Great teamwork skills to be able to communicate with your own team as well as the other Armstrong Watson teams across all offices

The Benefits

  • Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
  • Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
  • Smart Working Policy, giving you the ability to balance home and remote working
  • Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
  • Employee Assistance Programme (24/7 confidential support for wellbeing and health)
  • Paid flu jabs and eye tests
  • Introductory Commission Scheme (financial reward if you refer a new client)
  • Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
  • Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
  • Paid professional membership fees

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