Marks Sattin is currently working with a leading investment wealth management business who are recruiting for a Personal Tax Manager.
Working in this industry leading business, you will play a key role in driving out the offering to its client base. Working with a highly skilled and established team, you will play a key role in supporting a wide variety of high net worth providing commercial solutions to a wide variety of queries. Joining a business which is proud of its culture and the chance offer hybrid working,
The role will focus around:
- Provide tax technical expertise and support for all areas of the business, covering a variety of personal and investment product tax queries.
- Oversee the completion and submission of all clients Self-Assessment Tax Returns in line with statutory deadlines.
- Ensure all internal and external CGT calculations are prepared on a timely basis in support of Front Office facing staff.
- Provide appropriate tax training to allow team members to achieve the necessary level of CPD (as required by the ATT & CIOT)
- Audit and manage all aspects of the generation of the annual tax certificates for clients.
- Audit and manage the completion and submission of the annual HMRC OI Report.
- Audit and manage the completion of annual IRS 1099 Forms for US clients.
- Ensure that processes, procedures and team capabilities are regularly reviewed, including relevant capacity and resource requirements.
- Provide leadership, coaching and performance management for the Tax Team.
- Ownership and management of team's risk events (error management process).
- Ownership and oversight of team's risk and control self-assessment (RCSA).
Ideally you will be - ATT qualification as a minimum, ideally CTA qualified or working towards your qualification
- High levels of tax technical knowledge across personal as well as investment product tax knowledge.
- Previous Financial Services (preferably in a wealth management company) experience, specifically in a Tax technical role would be a distinct advantage.
* Significant experience in the completion of HMRC Self-Assessment Tax Returns essential and knowledge of investment product tax would be highly desirable