Tax Senior Manager

Job Title – Personal Tax Senior Manager

Office – Edinburgh

Who we are

Here at MHA, we take the time to create great relationships with our clients to become not just their trusted advisers, but valued partners that face the future together.

As a Top 13 firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. We work together to navigate an ever-changing business world and proactively identify the opportunities that tomorrow presents.

Leveraging our national network of offices, we offer a comprehensive range of financial and business strategy services to clients across the UK, enabling them to achieve profitable growth and build sustainable long-term success.

As a member of Baker Tilly International, we have a global reach that allows us to offer our insight and expertise wherever our clients need us to be. We believe this makes us a national and international partner of choice for entrepreneurs and multi-national enterprises across the world.

Our agile and responsive approach means we are always on hand to have the right conversations about with clients at the right time, allowing us to identify their goals and business needs both now, and in the future.

Purpose of the Role

To manage client portfolio and provide advice and planning on matters such as residence and domicile, trusts (UK and overseas) and capital taxes in support of the Tax Director / Tax Partner. To work on complicated projects with partners and lead client relationships from time to time. Review of complicated tax returns prepared by junior staff, providing technical support to them.

Main Responsibilities

• Manage portfolio of clients, meeting their requirements and maximising fee income
• Manage the production of client’s personal tax computations.
• Plan, control, and review work carried out be team members to ensure work is completed within timeframes and budget.
• Respond to tax queries from Partners/Directors/Managers.
• Carry out consultancy work when required.
• Attend client meetings where appropriate.
• Design and implement standard letters/systems to improve the efficiency of the Tax Department.
• Spot opportunities for relevant advisory work with existing clients.
• Generate new leads and win new tax advisory work.
• Provide tax advisory services on client portfolios, maximising fee earning opportunities.
• Plan, control and review work carried out by team members to ensure work is completed within timeframes and budget.
• Respond to tax queries from Partners & Directors.
• Billing.
• Carry out advisory work.
• Liaise between Partners, tax department and across service lines (where appropriate).
• Attend client meetings and presentations (where appropriate).
• Correspondence with clients and HMRC.
• Assist in completing appraisals for all allocated members of staff ensuring that these are completed.
• February and August to enable staff to be developed and in turn enhance their effectiveness.
• Allocate and review jobs / tasks.
• Ensure junior team members receive training relevant to their level of ability.
• Actively promote regular use of the Tax section on the Intranet.
• Actively involve junior staff in advisory work.

Qualification and Skills

• ACA/CTA qualified.
• Varied, practical and technical tax knowledge.
• Able to train junior members of staff.
• IT packages (Excel, tax software, Word).
• Communication skills.
• Organisational skills.
• Commercial awareness / client focus.
• Problem solving and decision making.
• Ability to work well under pressure.
• Be positive and committed to MHA in dealings with both clients and staff.

What we can offer you

• Genuine work life balance.
• Accredited Investor in People.
• New and improved programme for Succession planning and supportive management structure to help you realise your potential.
• 33 days holiday including bank holidays, plus the opportunity to buy up to 5 days.
• Competitive salary.
• Amazing employee referral scheme, paying up to £4000 for a successful referral.
• Paid CSR time.
• And more!

Our application form takes just a few minutes to complete and includes some diversity questions. MHA is a committed member of Access Accountancy and as such, we track our diversity stats and actively work to improve on these, year on year, looking at new ways to promote our roles to the widest audience. Any data collected is fully anonymised before sharing with any external parties, as per our Data Protection Policy and is not visible to hiring managers, or used in any way during the selection process.

Req ID: 1845