Personal Tax Client Manager

TN United Kingdom; Ashford; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Tax Client Manager to join their dynamic tax team. This exciting role offers a unique opportunity to engage with a diverse portfolio of private client tax matters, including personal tax, CGT, and IHT, within a supportive environment. You will collaborate closely with experienced partners, providing strategic tax advice while guiding junior staff in their professional development. With a commitment to excellence and a focus on both compliance and advisory work, this position promises to enhance your career in a reputable accountancy practice. If you're motivated and ready to make an impact, this role is perfect for you.

Benefits

25 days annual leave + bank holidays

Private medical Insurance

Study support if required

Qualifications

• ATT / CTA qualified or equivalent experience required.
• Confident in communicating tax planning and implications to clients.

Responsibilities

• Oversee a portfolio of personal tax clients and manage compliance and advisory workload.
• Support partners with tax advice and assist junior staff with their work.

Skills

Personal Tax

CGT

IHT

Stamp Duty Land Tax

Corporate Tax

VAT

Communication Skills

Education

ATT / CTA qualified

Qualified by experience

Job description

TPF Recruitment is currently assisting a highly reputable accountancy practice located in Tenterden, Kent in their search for a Personal Tax Client Manager to join their tax team. This role presents an outstanding opportunity to join a fantastic regional accountancy practice in a position offering fantastic exposure across both compliance and advisory. You will primarily focus on private client tax matters such as personal tax, CGT, IHT, Stamp Duty Land Tax and trusts. Given the nature of the clients, you will likely touch upon other taxes such as corporate tax and VAT. You will work among a small but successful and experienced tax team.

You will work closely with the partners supporting them with advisory and project work while overseeing the work of junior staff members and supporting them with compliance work.

• Oversee a portfolio of personal tax clients
• Manage a mixed compliance and advisory workload
• Assist junior members of staff with their work and review their work
• Support the partners with tax advice and strategic tax planning
• Be involved in the growth and development of the tax department

Requirements

• ATT / CTA qualified, or qualified by experience
• Motivated and adaptive to work remotely
• Confident in written communication of tax planning, rules and implications to clients
• Study support if required
• 25 days annual leave + bank holidays
• Private medical Insurance
• Please contact Tristan Finch for more information