Private Client Tax Manager

Michael Page; Alton; Hybrid; GBP 55,000 - 60,000; Full time

Job summary

A professional services firm based in Alton is seeking a Private Client Tax Manager. The role involves managing tax planning, advising on personal tax matters, and conducting technical research. Ideal candidates will have an ATT qualification and experience working in a small or mid-tier accountancy practice. The position offers a competitive salary, professional growth opportunities, and a hybrid working model.

Benefits

Competitive salary

Professional growth opportunities

Hybrid working

Qualifications

• Experienced in managing personal tax matters and advisory work.
• Familiar with owner-managed businesses and high net worth individuals.
• Ability to conduct technical research and liaise with directors.

Responsibilities

• Manage tax planning and advisory work for clients.
• Identify opportunities to assist clients with tax queries.
• Conduct technical research and manage workload efficiently.

Skills

Tax planning

Advisory services

Technical research

Communication

Education

ATT qualification

Job description

The Private Client Tax Manager role requires expertise in managing and advising on personal tax matters within the professional services industry. Based in Alton, this position offers an excellent opportunity for a tax professional to deliver comprehensive client services.

Client Details

This role is with a small-sized professional services firm specialising in delivering tailored tax and accounting solutions. The organisation is known for its commitment to providing high-quality services to its clients while fostering a professional and supportive work environment.

Description

• Responsible for tax planning and advisory work for a portfolio of clients, including transactional tax issues, succession planning, sale/exit planning
• Identifying opportunities and working with the clients
• Dealing with ad-hoc queries from the General Practice clients
• Assisting with ad-hoc advisory work
• Following established procedures for workflows and updating these when necessary
• Dealing with tax enquiries
• Conducting technical research
• Liaising with Directors
• Managing their own workload

Profile

ATT with good tax experience, have experience of working in a small or mid-tier accountancy practice with exposure to owner-managed businesses and personal tax matters (including HNWIs), researching technical issues, and providing tax advisory services, as well as a broad and general tax knowledge of all aspects of direct taxes.

Job Offer

• A competitive salary in the range of £55000 to £60000, depending on experience.
• Permanent role based in Alton with opportunities for professional growth.
• Hybrid working.