Job description
[FTTA0126]
Practice Manager (Private Client Tax)
Job Summary
Fusion Tax is geared towards providing Taxation services to a broad range of clients. You will be supporting High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business.
We are seeking a Practice Manager to support Fusion Tax with all of their back office operations, including the AML process, KYC and risk assessments.
Tax Administration:
- Updating IRIS
- Preparing and sending tax return information to be drafted by team
- Ensure the tax return processing team is achieving a three day turn around and using IRIS to manage this
- Filing tax returns to HM Revenue & Customs and emailing the client to confirm submission to HMRC
- Submission receipt and email saved in the relevant client directory
- Assisting with client take on procedures, contacting new clients and sending them relevant HMRC forms, where necessary. Ensuring new clients have been authorised with HMRC
Ad Hoc Responsibilities
- Responsible for the AML process from start to finish within the tax department – including electronic ID verification, KYC and risk assessment
- Contacting clients for information requests
- Updating IRIS on receipt of client information
- Contacting IRIS for support where needed
- Reformatting / making amendments to documents
- Ensuring effective communication between accounting and taxation departments
Candidate Requirements
- At least three years tax administration experience within a UK practice
- Previous experience managing AML procedures
- Must be highly organised, proactive and a self-starter
- Able to prioritise workload and be self-sufficient
- Can work well under pressure and in a very busy environment
- A team player, with active participation in the team, in addition to being able to work on their own as required
- Friendly and helpful with a can-do work ethic
What we Offer
- Tailored training and development plans for every employee
- Private medical insurance
- Group life insurance
- Breakfast club
- FusionPoints bonus scheme
- An additional day off for your Birthday every year
Job Type: Full-time, Monday-Friday (Fridays WFH)
Job Location:
London – Finchley, N3
Equal Opportunities
Fusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Greater London
- Type of Contract
- Full-time jobs
- Published at
- 19-03-2026
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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