Private Client Tax Manager

New Today

A market leading accountancy firm in Tunbridge Wells is seeking a Private Client Tax Manager. Your client portfolios will consist of a mixture of private clients with both established and growing wealth, with a focus on private equity executives and their families.

Responsibilities:

  • Deliver work to clients in line with agreed timelines and budgets.
  • Manage a client portfolio and review the work of junior team members.
  • Liaise with other service lines to deliver work to clients, such as Accounts & Corporate Tax work.
  • Monitor WIP and draft fee notes.
  • Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work.
  • Develop junior team members, providing timely feedback and assisting with technical and personal development.

Profile:

  • Significant experience in a professional services firm, with sound knowledge of private client tax issues, including complex capital gains tax and inheritance tax matters.
  • Proven technical knowledge and ability to communicate complex messages to clients.
  • Ability to think beyond technical elements and consider the client's overall landscape.
  • Demonstrable experience in delivering tax planning/advisory projects and managing complex compliance issues.
  • People management and organizational experience.
  • Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

Job Offer:

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.
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Location:
Royal Tunbridge Wells, England, United Kingdom
Salary:
£80,000 - £100,000
Job Type:
FullTime
Category:
Finance

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