Private Client Tax Manager

Working on wide ranging clients, across varied sectors and turnover ranges, you will focus on building relationships with key stakeholders/client base, delivering on a wide spectrum of personal tax compliance, with opportunities to take on tax advisory projects, if desired. The role can be shaped to suit the individuals experience, skillset, and career motivation.

Client Details

A leading employer across the region. This firm has a great reputation for the working environment they offer alongside the challenging work they can provide to keep you continually progressing, with packages and rewards on offer that positively reflect individual and business performance.

Description

• Oversee a portfolio of personal tax clientele, which encompasses individuals, partnerships, and trusts.
• Compiling and evaluating personal tax filings, such as self-assessment, partnership, and trust tax returns.
• Offering customised tax planning guidance to clients, covering aspects like income tax, capital gains tax, and inheritance tax planning.
• Handling the preparation and review of Forms P11D, collaborating with our specialist Employment Tax Department to provide advice on employment benefits.
• Cultivating and managing client relationships with a focus on delivering exceptional service.
• Coordinating with HMRC to address and resolve any tax-related queries or issues.
• Providing supervision and mentorship to junior team members.
• Staying informed about changes in tax legislation and effectively communicating these updates to clients.

Profile

• Qualified by experience, or ATT/CTA, or ACA qualified, with a detailed knowledge of UK tax legislation, using tax law, HMRC guidance and understanding of the implications for clients.
• Previous experience in a similar role.
• Able to actively manage their own workload and take responsibility for their own development.

Job Offer

• Hybrid / Remote working. 2/3 days in office, typical.
• Extensive benefits.
• Market rate salary depending on experience.
• Sociable team and events throughout the year.