Your new firm
We are partnering with a successful and established accountancy firm who are growing their private client tax team due to continued investment and growth in this area. This firm of accountants is continuing to thrive and deliver exceptional standards of work to their private client base, and they need a new Private Client Tax Manager to work with their Private Client Tax Partner to help drive this forward.
Your new role Your new role as Private Client Tax Manager will be to drive forward the private client tax business, working closely with the Private Client Tax Partner on all aspects of personal and private client tax advisory and compliance work. This is a newly appointed role to work closely with the partner to shape this part of the business. The tasks will include:
- Overseeing a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.
- Building and maintaining robust client relationships, acting as the primary contact for all tax-related enquiries.
- Leading regular client meetings (initially with the tax partner) to review tax positions and offer strategic guidance.
- Providing thorough tax planning and advisory services, covering inheritance tax, capital gains tax, and income tax.
- Identify tax-saving opportunities and developing strategies to optimise clients' tax positions.
- Advising clients on the implications of new tax legislation, ensuring compliance with current regulations.
- Reviewing personal tax returns (including some trusts and estates) and associated documentation, ensuring all tax filings are accurate and submitted on time and liaising with HMRC on clients' behalf.
- Supervising and mentoring junior tax staff, offering guidance and support for their professional growth.
- Reviewing work prepared by junior staff, ensuring accuracy and compliance.
- Some business development and networking where required.
What you'll need to succeed
To be successful in this role as Private Client Tax manager, you will have a minimum of 3 years' experience in private client tax, ideally within a professional services firm, along with a proven track record of managing a portfolio of high-net-worth clients.In-depth knowledge of UK tax legislation and compliance requirements, along with strong communications skills and the ability to manage multiple clients.Strong analytical and problem-solving skills along with experience with advisory project work.A strong work ethic, ambition and a self-starter and client-focused approach to work are key.
What you'll get in return
In return for this Private Client Tax manager opportunity, you will be rewarded with a competitive salary and a comprehensive benefits package, including a health plan and pension scheme.The opportunity to work independently with the support of a highly skilled and supportive Private Client Tax Partner is here, along with professional development and career progression.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Emma Roberts on now.
If this job isn't quite right for you, but you are looking for a new position, please contact Emma Roberts for a confidential discussion about your career.
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