The Role
We are Chartered Accountants and Business Advisors focused on designing and building better futures for our clients, employees and their families.
We provide integrated advice to private clients and/or their businesses on all aspects of tax planning, business consultancy and financial management. Our core client groups are:
- Owner managers
- Bankers, Hedge Fund managers and City professionals
- Property investors
- International clients
We help our clients to:
- understand their current circumstances
- define and achieve their priorities and objectives
- create a sense of financial wellbeing
The role will report to the Client Service Director / Practice Manager (Amber Fairhurst) and the key responsibilities of the role are as follows:
- The Tax Manager will plan and supervise the preparation of all personal returns together with managing all aspects of personal tax compliance for a portfolio of (200) clients
- Manage client portfolio to ensure a good quality of service / advice is given to clients
- Identify planning opportunities for clients
- Lead weekly planning and scheduling meetings
- Manage, motivate and supervise support staff
- Where appropriate review work prepared by other team members
- To research detailed technical matters and report thereon
- Liaise with professional bodies (ICAEW, ACCA, CTA) and suppliers / advisors
- Ad hoc non-compliance work as required
- Maintain time records and monitor performance against budget and proposed fees
- Prepare and conduct presentations/proposals and advice letters to clients, potential clients and staff
- Write monthly article for website/social media
- Internal (on the job) training of team members
- Keep technically up to date
- To contribute to the firm’s practice development
- To report details of any outstanding work when they are due to be away from the office for any reason.
What you can expect from us
- Outstanding personal and professional development
- Exposure to high quality and diverse client’s
- A high performance culture and contribution ethic
- Accountability and empowerment
- A flexible work environment
- Leading technology and software
What we expect from you
- A passion for client service excellence
- A positive attitude and growth mindset
- Continuous improvement
- Responsibility for personal growth and development
- A collaborative and supportive approach to the whole team
The candidate
The ideal candidate will be:
- Highly motivated tax professional
- A self starter
- Good organizational skills
- Intellectually curious with a growth mindset
- Enthusiastic to grow personally and professionally
- Passionate about service excellence
- Assertive
- Able to work independently with limited supervision
- And manage a portfolio of clients and reporting deadlines
- A problem solver
- Hands on
- Able to communicate at all levels in a clear and concise manner
- Confident with a diverse group of clients, suppliers and team members
- Capable of driving continuous improvement in team performance, systems and processes
- Analytical with data analysis skills and knowledge of Microsoft 365 products
- Familiar with IRIS
To apply
Fill in the form below, or send a copy of your CV and cover letter to Amber Fairhurst at amber@lwmltd.com by 28 March 2025. (Direct applicants only – NO recruitment firms)
