Private Client Tax Manager

The Private Client Tax Manager will oversee and manage a portfolio of private clients, ensuring compliance with tax regulations and delivering tailored advisory services. This role is ideal for a professional with expertise in tax planning and a commitment to providing high-quality service in the professional services industry.

Client Details

This opportunity is with a well-established accountancy firm based in Wimbledon. They provide comprehensive tax and advisory services to a diverse client base, combining technical expertise with a client-focused approach.

Description

• Manage a portfolio of private clients, providing bespoke tax planning and compliance services.
• Prepare and review personal tax returns, ensuring accuracy and adherence to regulations.
• Advise clients on tax-efficient strategies, inheritance tax planning, and wealth preservation.
• Act as the primary point of contact for client queries, delivering timely and professional responses.
• Collaborate with other departments to provide integrated financial and tax solutions.
• Keep up-to-date with changes in tax legislation and ensure clients are informed of relevant developments.
• Support and mentor junior staff, ensuring their professional development and performance.
• Identify opportunities for business development and contribute to the growth of the tax department.

Profile

A successful Private Client Tax Manager should have:

• Professional qualifications such as ACA, ACCA, ATT or CTA.
• Strong technical knowledge of UK private client tax legislation.
• Proven ability to manage a client portfolio within the professional services industry.
• Excellent communication skills to build and maintain client relationships.
• Attention to detail and a proactive approach to identifying client needs.

Job Offer

• Competitive salary ranging from £60,000 to £67,500 per annum.
• Opportunities for career progression within the professional services industry.
• Supportive and collaborative working environment in Wimbledon.
• Comprehensive training and development opportunities.
• Exposure to a diverse and prestigious client base.
• Hybrid working.