Private Client Tax Manager

REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown

This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates.

Private Client Tax Manager

Perm position - £60,000 - £65,000

Hybrid Working - Flexible working hours

Supportive team

Key Responsibilities:

• Tax Planning: Advising clients on how to structure their finances to minimize tax liabilities legally.
• Compliance: Ensuring clients meet all tax filing obligations, including income tax, capital gains tax, inheritance tax, and more.
• Estate and Succession Planning: Helping clients plan for the transfer of wealth across generations in a tax-efficient way.
• Trusts and Foundations: Advising on the setup and management of trusts or charitable foundations.
• International Tax: Managing cross-border tax issues for clients with assets or residency in multiple countries.

Skills and Qualifications:

• Strong knowledge of UK tax law (and often international tax law).
• Professional qualifications such as CTA (Chartered Tax Adviser), ACA, ACCA, or ATT.
• Excellent communication and interpersonal skills for working closely with clients.