Private Client Tax Assistant Manager

REF: 898879_1554390145

  • Position: Permanent
  • Salary: £20000 to £30000
  • Location: Greater Belfast

MCS Group have exclusively partnered with ACA Compliance group, a leading global governance risk and compliance provider to source a Tax Assistant Manager in line with the establishment of their new Belfast office.

This role offers an exciting opportunity to enhance your career by moving into the world of ultra-high net worth clients and ultimately gain exposure in some of the more challenging issues surrounding residence, domicile and foreign income sources.

The Company

ACA Compliance Group ACA is a global leading provider of governance, risk and compliance solutions to the asset management and securities trading industries. With offices across Europe, Asia and the USA they are expanding their service operations to Belfast as part of its strategy to address the growth resulting from the significant expansion in its market footprint.

The Role

You will have a small portfolio of personal tax clients to manage, many of which are non-UK domiciled Hedge Fund Managers. This is an ideal opportunity to play an active role in advising clients at a level seldom encountered at this point in a tax career. This role is ideal for someone ambitious who has spent three to four years minimum in a private client tax department working a portfolio of clients. Your client base will be made up of predominantly Hedge Fund Managers working through LLPs.

  • The preparation of Self-Assessment Tax Returns for primarily high net worth and ultra-high net worth individuals, with the majority of the clients working within the Hedge Fund and wider financial services sector.
  • Providing general support to clients by answering routine compliance queries in connection with their tax affairs by email and telephone.
  • Meetings with clients regarding tax compliance and general tax queries.
  • Spotting planning opportunities, for example, pre-UK arrival and inheritance tax planning, and working with team members on resulting projects.
  • Other ad-hoc duties will include improving systems within the Private Client Tax business and develop knowledge through reading tax literature and attending CPD courses.

The Requirements

  • Hold or be studying towards the CTA qualification.
  • Demonstrate a basic grasp of the mainstream tax issues for private clients- benefits in kind, tax codes, basis periods & overlap, loss relief etc.
  • Not be afraid to research & learn new areas of private client tax such as domicile, remittance basis and residency issues.
  • Have the confidence to deal competently with clients over the telephone.
  • Demonstrate excellent writing and communication skills.
  • Be positive and want to work as part of a growing team.
  • Be willing to ask questions where there may be a gap in knowledge.

The Reward

  • Competitive base salary, with generous benefits and pension.
  • Full study support for CTA (if not already fully qualified).
  • 25 days annual leave plus statutory.
  • Private medical.
  • Subsidised Gym membership.
  • Death in service benefit.
  • Discretionary Bonus Scheme.
  • Remote working.
  • 8% non-contributory pension.
  • A friendly working environment.

I am keen to have an initial discussion with anyone who feels this could potentially be of interest. Please contact Sara Mitchell, Specialist Consultant at MCS Group on 028 9023 5456 or send an up to date CV via the link provided to speak further about this opportunity.

If this position is not right for you, we may have others that are. Please visit our website to view a wide selection of our current jobs or call us on 028 9023 5456.

All conversations will be treated in the strictest of confidence.