Private Client Tax Associate Director

Private Client Tax Associate Director (Private & Trusts Assurance)

Milton Keynes, Buckinghamshire - hybrid working

£70,000 - £80,000 + benefits!

The Role:

This is a senior technical role with two complementary purposes: ensuring the quality and accuracy of my clients most complex compliance work, and helping to realise the full advisory potential of their client relationships. You will work closely with a dedicated Director and the wider Private teams.

Key Responsibilities - Technical Review:

You will take responsibility for second-reviewing the most technically demanding and interesting personal tax returns in the portfolio. Examples of the type of areas you would be expected to review include:

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• Private equity transactions
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• Trust income and gains
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• Exempt income and reliefs, including EIS/SEIS claims, pension-related matters and other statutory exemptions
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• Residence and domicile elements including the remittance basis, foreign income and gains claims and associated compliance requirements
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• Cross-border income, foreign tax credits and double tax treaty claims
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• Complex capital gains computations, including business asset disposal relief
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Advisory:

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• Identify advisory opportunities as they arise from return preparation and review work and technically driven initiatives and bring these to the attention of the client-responsible Director
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• Liaise with internal colleagues to support their clients including attending calls and assisting with pitch documents ands quotes
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• Deliver advisory work across a broad range of personal tax areas, including:
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• UK and international residence and domicile
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• Double tax treaties and cross-border structuring
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• Income extraction strategies for owner-managed businesses and family offices
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• Inheritance tax, estate planning including the use of trusts
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• Work closely with the dedicated Director and, where relevant, specialists across the firm to ensure that advice is commercially sound and technically robust
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• Help to develop and maintain client relationships, supporting the Director in client-facing conversations and written advice
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• Team support and development
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Skills and Experience:

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• Extensive experience of personal tax compliance, including the preparation or review of complex self-assessment returns
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• Strong technical knowledge across income tax, capital gains tax and inheritance tax
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• Understanding of trust taxation - both UK and, ideally, non-UK trusts - as it relates to personal tax returns. This role does not include preparation of trust accounts or tax returns.
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• Familiarity with non-domicile and international tax matters, including the remittance basis, FIG claims, accessing the transitional repatriation facility and double tax treaty claims
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• Experience of private equity-related tax issues - carried interest, co-investment, management arrangements - would be an advantage
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