Private Client Tax Manager

Crowe Watson Recruitment; Bradford; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Flexible working

Strong company pension

Growth of department

Supportive environment

Job summary

A leading firm of Chartered Accountants in Bradford is seeking a Private Client Tax Manager to join their growing team. You will own a varied portfolio of private clients, including HNWIs, trusts and partnerships, delivering advisory and compliance services with partners and senior management.

The role emphasizes mentoring junior team members, client relationship management, and contributing to the ongoing growth of the private client tax department, with flexible working and a strong pension on

Qualifications

• Provide proactive tax planning and advisory services alongside compliance work.
• Review tax returns prepared by junior staff and provide technical support.
• Liaise with clients and HMRC on complex tax matters.

Responsibilities

• Manage a diverse portfolio of private clients, including high net worth individuals, trusts, and partnerships.
• Liaise directly with clients and HMRC on complex tax matters.
• Support business development and identify opportunities to grow the private client offering.

Skills

Client relationship management

Mentoring junior staff

Tax advisory & planning

Tax compliance knowledge

Education

CTA and/or ATT qualified (or qualified by experience)

Job description

An excellent new opportunity has arisen with a leading firm of Chartered Accountants in Bradford, who are looking to appoint a Private Client Tax Manager to join their growing team, offering flexible working, a strong company pension, and much more. This is a fantastic opportunity for an experienced tax professional to take ownership of a varied portfolio of private clients, working closely with partners and senior management to deliver a first-class advisory and compliance service. The successful candidate will play a key role in managing client relationships, mentoring junior team members, and contributing to the continued growth of the private client tax department.

Crowe Watson Recruitment is proud to be partnering with this well-established and highly regarded practice on this exclusive search, and has a strong reputation for connecting talented accountancy and tax professionals with some of the UK's most respected firms.

What is the day-to-day of the role:

• Manage a diverse portfolio of private clients, including high net worth individuals, trusts, and partnerships
• Provide proactive tax planning and advisory services alongside compliance work
• Review tax returns prepared by junior staff and provide technical support and mentoring
• Liaise directly with clients and HMRC on complex tax matters
• Support business development and identify opportunities to grow the private client offering

Required Skills and Qualifications:

• CTA and/or ATT qualified (or qualified by experience)
• Previous experience working within a UK Practice environment
• Strong technical knowledge of personal tax, trusts, and capital gains tax
• Excellent client relationship management and communication skills
• Proven ability to manage and develop junior team members

Benefits:

• Flexible working arrangements
• Strong company pension
• Contribution to continued growth of the departmentSupportive, forward-thinking environment

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Please note, we are unable to offer sponsorship for this role.