Private Client Tax Manager

Curtis Recruitment Limited; Birmingham; Vor Ort; GBP 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Private medical cover

Medical cash plan

Flexible working policy

Enhanced maternity

Death in service cover

Voluntary benefits

Zusammenfassung

Curtis Recruitment Limited is seeking a Private Client Tax Manager for its Birmingham office. The ideal candidate will be ACA or ACCA qualified, with CTA welcome, and substantial personal tax experience within a UK practice.

The role involves managing a diverse client portfolio including HNWI’s and executives, delivering complex tax advisory work, and leading a small tax team. The firm offers a competitive salary in line with experience, regular reviews, private medical cover, a medical cash

Qualifikationen

• Qualified ACA or ACCA accountant and/or CTA tax adviser.
• Significant personal tax experience gained within a UK accountancy practice.
• Excellent interpersonal and communication skills.
• Live within commuting distance.
• Be prepared to work outside normal hours as required.
• Experience managing a portfolio and advising clients on tax matters.

Aufgaben

• Manage a portfolio of personal tax clients and deliver robust tax advisory outcomes.
• Provide mentorship and develop the tax team.
• Drive process efficiency and ensure WIP and billing controls.
• Identify advisory opportunities within existing and new clients.
• Collaborate with other teams on firm initiatives.

Kenntnisse

Interpersonal communication

Analytical thinking

Team leadership

Ausbildung

ACA or ACCA with CTA

Jobbeschreibung

We are recruiting for a Private Client Tax Manager to join the team of a successful accountancy practice at its Birmingham office. The ideal candidate will be qualified ACA or ACCA with extensive personal tax experience gained within a UK accountancy practice, and could be CTA qualified.

This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits.

You will be managing a diverse portfolio comprising HNWIs, landed estates, privately owned businesses and executives of multi-national firms. The Private Client Tax Manager’s assignments will include Inheritance Tax, Capital Gains Tax, income tax, international tax matters, and advising clients appropriately.

As Private Client Tax Manager your responsibilities will include:

• Manage a portfolio of personal tax clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm’s Service Charter
• Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance
• Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team
• Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding
• Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile
• Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects

• Qualified ACA or ACCA accountant and/or CTA tax adviser
• Significant personal tax experience gained within a UK accountancy practice environment
• Excellent interpersonal and communication skills
• A keen and insightful appreciation of the issues facing private clients and an ability to deliver bespoke tax solutions to meet their needs
• Highly analytical with a commercial approach to resolving issues and providing advice
• Live within commuting distance
• Be prepared to work outside normal hours as required