Senior Manager or Partner Designate – Staverton near Cheltenham

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Full time
Location: Cheltenham
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Senior Tax Manager/Partner Designate

Staverton, Cheltenham

Permanent full-time role with early finish on a Friday. No timesheets!

Harbour Key stands as a reputable, award-winning company specialising in accounting, tax, and business advisory services. They seek an experienced Tax Professional to join their growing team. This role is succession planning for the retirement of a tax partner and applications will be considered from candidates from experienced manager upwards.

Located in Cheltenham, Harbour Key offers a comprehensive suite of services to businesses and high-net-worth individuals, both domestically and internationally. The position is focused on providing tax and business advice to dynamic OMB’s – helping them through their life cycle. Day to day this will include areas such as:

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Business restructuring.

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Management buyouts (MBOs).

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Business sales and business acquisitions.

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Valuations.

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Employee incentive schemes.

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Venture capital schemes.

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Research and development (R&D) projects.

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Tax disclosures & enquiries.

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Compliance support and management.

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Preparation of reports that effectively communicate tax-related information to clients in a clear and concise manner.

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Business development, contributing to the acquisition of new clients for the firm.

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Establishment and nurture of strong client relationships, aiming to provide an exceptional level of service.

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Staying current with developments in tax legislation and HMRC guidance, identifying clients affected by any alterations.

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Generation of technical briefings and marketing materials as needed.

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Travel across the UK to meet with clients.

This role presents a wide array of challenging advisory prospects, making it an excellent fit for individuals aspiring to enhance their technical expertise and advance in their tax careers. The position will encompass a mix of hands-on client work preparation, review of junior and peer files using accounting software packages.

In summary, this opportunity offers a departure from the conventional confines of a large accountancy firm. It holds significant importance for the Directors, with substantial potential for future growth and development and equity participation. Ideally, candidates should prefer working with owner-managed business (OMB) clients, a desire for direct client engagement, and a commitment to delivering a comprehensive, value-added service to clients.

Harbour Key welcomes applications from ambitious and qualified tax professionals with diverse backgrounds who are eager to collaborate within a dynamic team, offering abundant opportunities for progression and personal growth. This role is office based with travel to clients.

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