Private Client Tax Manager

Are you an experienced Private Client Tax Manager looking for a new challenge? Do you want to join a highly regarded firm of chartered accountants with a fantastic reputation for client service and professional development? We are delighted to represent our client, a well-established and growing firm, in their search for a talented Private Client Tax Manager to join their team.

About the Firm:

Our client is a dynamic and progressive firm of chartered accountants with a strong focus on providing expert tax and accounting services to private clients. With an established client base, the firm prides itself on delivering personalized service and practical solutions to high-net-worth individuals, family offices, and trusts. They are committed to investing in their people, offering a supportive and collaborative work environment.

The Role:

As a Private Client Tax Manager, you will play a pivotal role in the delivery of tax services to a diverse portfolio of private clients. You will work closely with partners and senior team members, managing a range of tax compliance and advisory matters, and acting as the main point of contact for clients on all tax-related queries. This is a great opportunity for someone looking to take their career to the next level in a forward-thinking firm.

Key Responsibilities:

• Manage a portfolio of private clients, including high-net-worth individuals, family offices, and trusts.
  
• Provide high-level tax advice on complex issues including income tax, capital gains tax, inheritance tax, and estate planning.
  
• Oversee tax compliance and ensure the accurate preparation of tax returns and submissions.
  
• Liaise with HMRC on behalf of clients, including resolving any issues or inquiries.
  
• Supervise and mentor junior staff, supporting their development.
  
• Build and maintain strong client relationships, providing exceptional service.
  
• Assist with business development activities to attract new clients and opportunities.
  
• Stay up to date with changes in tax legislation and market trends.
  

Requirements

• ACA/ACCA/CTA qualified or equivalent with a strong background in private client tax.
  
• At least 3-5 years’ experience in private client tax, with a proven track record in delivering tax compliance and advisory services.
  
• Excellent knowledge of UK tax laws, especially in relation to high-net-worth individuals and trusts.
  
• Strong communication and interpersonal skills, with the ability to manage and build client relationships.
  
• Experience managing and mentoring junior staff is desirable.
  
• A proactive, detail-oriented, and highly organized approach to work.
  

Benefits

Why Apply:

• Competitive salary and benefits package.
  
• Excellent opportunities for career progression within a supportive and growing firm.
  
• A collaborative and friendly working environment.
  
• A chance to work with a diverse range of high-profile clients on complex and interesting tax matters.
  

If you are a skilled Private Client Tax Manager looking to take the next step in your career and join a reputable and forward-thinking firm, we want to hear from you.

Please contact Mark Sitton on 01273 102 360, Mark@TPFrecruitment.com, or via LinkedIn for a confidential conversation.

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