Job Description - Private Client Tax Senior Manager/Associate Director
Shaw Gibbs is a growing top 40 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. Shaw Gibbs invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation.
Our culture is very important to us and is based on our company values of expert,respectful, innovative and collaborative. We develop high performing teams diverse in experiences, backgrounds and ideas. As a growing company, there are plenty of opportunities for development and quick progression. Our practice is known for having a friendly and supportive team culture where everyone receives training and development to increase their technical knowledge and their commercial and management skills. We put our people first and are constantly looking for ways to improve our people experience. With respectful as one of our values, we are committed to creating an inclusive culture that respects, values and celebrates cultural and individual differences.
We have several offices in Central and Southern England and have ambitious plans to expand our business. To support the organisation’s growth, we have created a new opportunity for a Private Client Tax Senior Manager/Associate Director to join our growing Private Client Tax team. This is a permanent position that will be based in our Farnham office with hybrid and flexible working options.Your key responsibilities will include:
Manage and grow a varied portfolio of private tax clients
Advise clients on a full range of services including CGT, international tax, property tax, tax returns, trusts & estates and IHT.
Review more complex tax returns and computations
Play key role in networking and marketing activities to win private client tax compliance and consultancy work
Work closely with Shaw Gibbs Partners and the corporate tax team to ensure the firm is providing a full range of high quality tax services for our clients
Take an active involvement in monitoring the team’s KPIs
Assist with the development and implementation of the local private client tax business strategy, consulting and drawing upon the expertise of the Board
Help to plan and manage the work being delivered by the Private Client Tax team
Be involved in line management and development of members of the Private Client Tax team in Farnham
Further develop our relationship with the DFK International network
Exposure to a broad range of clients
Hybrid and flexible working options
Joining a fast-growing company with exciting growth plans ahead
Plenty of opportunity to increase your technical knowledge and skills
A varied role within a talented and experienced team
Entry onto our next Management Development Programme – a bespoke programme aimed at developing and enhancing leadership potential for existing and aspiring managers
ERIC internal recognition awards – monthly recognition awards that celebrate those who champion the Shaw Gibbs values
Regular employee events including a company-wide summer party
A competitive benefits package, including:
A 25 day core holiday allowance plus other holiday-related benefits, such as: Holiday trading (the ability to buy or sell up to 5 days holiday per year), flexible bank holidays (the ability to flex your bank holidays to a day that suits you best) and additional holiday with service
A dedicated “Wellbeing Day” – an additional day off per year to focus on your wellbeing
Health Cash Plan – money back on routine health appointments
Pension Salary Sacrifice Scheme
Electric Vehicles Salary Sacrifice Scheme
Cycle to Work Scheme
Shaw Gibbs Rewards – access to discounts on a wide range of retailers
Gym membership discounts
Client and employee referral bonuses
Death in Service Life Assurance
Long service awards
We would like to hear from you if you have a minimum of 5 years UK experience. You will also have the following:
Ideally CTA or ATT qualified
Demonstrable experience of private client tax advisory work
Significant experience in a private client tax team
Strong UK private client tax knowledge across a wide range of topics
Excellent client relationship management skills and proven success in business development
Excellent communication skills
Highly commercial approach
To apply for this vacancy, please click on the ‘Apply for this job’ button at the bottom of the page.
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