Tax Assistant Manager / Manager - Private Client

We are looking to recruit a Tax Assistant Manager/Manager who will be responsible for a portfolio of private clients. Working closely with the Tax Partner and Senior Manager to shape and deliver the objectives of the Private Client department. The successful candidate will work closely with the Private Client tax team and Client Relationship Managers, assisting in the delivery of both compliance and advisory services to clients. The Assistant Manager/Manager will also engage with our JC Wealth advisors and other departments to deliver a comprehensive service offering. The Tax Assistant Manager/Manager will be responsible for (but not limited to):

• Involvement on tax advisory and planning work on client portfolio and other ad-hoc projects as they arise with support from wider tax team.
• Managing a diverse portfolio of personal tax clients, ensuring a high-quality tax compliance service
• Supervision and management of the personal tax return process
• Involvement in written negotiations on HMRC enquiries
• Oral and written communication with HMRC ensuring compliance with the relevant statutory requirements
• Meeting deadlines within the allocated budget
• Billing and WIP management
• Monitoring the tax compliance position using tax administration software, keeping internal control records up to date and ensuring compliance with quality control procedures
• Mentoring and training Tax Seniors and Assistants
• Delegating work to Tax Seniors and Assistants
• Giving regular constructive feedback to those completing work for you
• Liaising with the client service team and with colleagues in other disciplines to provide a co-ordinated service to the client
• Maintaining an up-to-date technical knowledge of business tax, personal tax and capital taxes
• Supporting the firm's business development in the local area
• Ensuring compliance with internal (tax methodology and risk management) and external (regulatory) requirements.
  
  A leader of your work and your professional learning
• Excellent communication skills with the ability to positively impact and influence others
• Relevant experience in this or a similar role is preferred
• Qualified CA (or equivalent) or ATT, CTA or STEP
• Good working knowledge of UK tax legislation
• Project and time management skills where they are used to working to tight deadlines and budgets
• The ability and interest in understanding the client's business.
• Confident in client-facing situations
• IT literate with a good working knowledge of Excel and Word
  
  We are looking to expand our Private Tax Team in Inverness. Successful candidates will be part of our PC team of over 70 specialists. We were nominated for STEP Private Client Awards 2022 where we were shortlisted for Accountancy Team of the Year.
Johnston Carmichael provides tax advice to more than 13,000 clients who rely on us to handle their personal affairs and help them navigate an area subject to complex and constantly changing regulations., With 11 offices across Scotland and beyond, we're one of the country's leading firms of Chartered Accountants and Business Advisers. Working at Johnston Carmichael means working in a team of over 900 sharp minds - each of which is valued and heard. We support our people to ensure they can grow their own way through proactive learning and development. At Johnston Carmichael we want what's best for our clients, our people, and our communities. You'll be joining a team that's engaged with its local communities and committed to supporting them. Over the last decade, we've raised over £450,000 for charitable causes across Scotland and we're also Gold Sponsors of the Kiltwalk. You can read more about our culture and the values that define us here. We have a People and Culture Forum that generates ideas for positive change and has several subgroups including LGBTQIA+ and Gender Equality which seek to educate and encourage everyone in our firm to be themselves in order to do their best work. If you value enabling leadership, quality, integrity, and a workplace that prioritises giving back as much as you put in, then Johnston Carmichael is the firm for you. Why Tax? Our vision remains a constant - to be the firm of choice in all our markets. How we get there is what changes year on year. The role of a tax adviser is transforming, and we need to keep up with this fast pace of change; both technology and legislation are ever evolving, and us with them. A career in Tax at Johnston Carmichael is diverse and challenging, as we continually strive to provide the best service for our clients - more efficiency, greater innovation, deeper insight. You'll be joining one of Scotland's most comprehensive tax practices, spanning an extensive range of corporate, personal and specialist tax services. Winners of the 2019 Tolley's Taxation Award for Best Tax Practice in a Regional Firm, our team doesn't merely crunch numbers - you'll build close relationships with our clients, truly getting under the skin of their businesses and providing advice and guidance that offers real value. And, with 14 key industry sectors, there's no shortage of variety when it comes to our client base. We're also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 30,000 advisers across more than 110 countries, so you'll have the opportunity to work with businesses all over the globe.