Private Client Tax Manager

TPF Recruitment; Brighton; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading accountancy firm in Brighton seeks a Private Client Tax Manager to manage a diverse portfolio and provide expert tax advice. The role includes team leadership and offers significant career progression opportunities, making it ideal for ambitious tax professionals.

Benefits

25+ days holiday

Auto enrolment pension

Hybrid working options

Qualifications

• Experience in private client tax, preferably in an accountancy practice.
• Strong technical knowledge of UK tax legislation.
• Proven track record in managing a diverse client portfolio.

Responsibilities

• Manage a portfolio of private clients and provide tailored tax planning advice.
• Oversee preparation of self-assessment tax returns ensuring compliance.
• Lead and mentor a team of tax professionals.

Skills

Communication

Interpersonal skills

Leadership

Education

ACA/ACCA/CTA qualified or equivalent

Job description

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TPF Recruitment, the leading provider of accountancy practice professionals is proud to represent a prestigious and large independent firm of chartered accountants, renowned for their excellence and client-centric approach. Our client is currently seeking a talented Private Client Tax Manager to join their dynamic team at their Brighton office. This is an exceptional opportunity to work within a leading firm that offers substantial scope for career progression.

As a Private Client Tax Manager, you will play a pivotal role in managing a diverse portfolio of private clients, providing expert tax advice and compliance services. You will be responsible for leading a team, ensuring the delivery of high-quality tax services, and fostering strong client relationships. This role offers a clear pathway for career advancement, making it an ideal opportunity for an ambitious tax professional looking to develop their career within a supportive and progressive environment. Opportunities for Progression:

This role offers significant scope for career progression within the firm. The successful candidate will have the opportunity to advance to senior management positions, with the potential to become a partner. The firm is committed to supporting the professional development of their staff through ongoing training and career advancement opportunities. Duties and Responsibilities:

Client Management:

• Manage a portfolio of private clients, including high-net-worth individuals, business owners, and trusts.
• Develop and maintain strong client relationships, acting as the primary point of contact for all tax-related matters.
• Provide tailored tax planning advice to clients, considering their individual circumstances and financial goals.

Tax Compliance and Advisory:

• Oversee the preparation and submission of self-assessment tax returns, ensuring accuracy and compliance with relevant legislation.
• Advise clients on a wide range of tax issues, including inheritance tax, capital gains tax, and income tax planning.
• Keep abreast of changes in tax legislation and communicate implications to clients proactively.

Team Leadership and Development:

• Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality services.
• Review work completed by junior team members, providing constructive feedback and fostering a culture of continuous improvement.

Business Development:

• Identify opportunities to expand services to existing clients and attract new business.
• Participate in networking events and contribute to marketing initiatives to enhance the firm's profile in the marketplace.

Strategic Contribution:

• Contribute to the development and implementation of the firm's tax strategy.
• Collaborate with other departments to provide a holistic service to clients and identify cross-selling opportunities.

Requirements

Qualifications and Experience:

• ACA/ACCA/CTA qualified or equivalent.
• Extensive experience in private client tax, preferably within an accountancy practice environment.
• Strong technical knowledge of UK tax legislation and regulations.
• Proven track record of managing a diverse client portfolio and delivering high-quality tax advice.
• Excellent communication and interpersonal skills, with the ability to build strong client relationships.
• Leadership experience, with the ability to mentor and develop junior team members.

The client we are representing is offering a competitive remuneration package including:

Salary: £50,000-£60,000 (Subject to applicants qualification and level of experience)

Holiday: 25 + Bank

Pension: Auto Enrolment

Additional: Hybrid Working

If you are interested in this opportunity, please do not hesitate to get in contact with Mark Sitton, Senior Recruitment Consultant for a confidential conversation.

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give up to £500 of Love2Shop vouchers. (Terms & Conditions apply).

Job Description
TPF Recruitment, the leading provider of accountancy practice professionals is proud to represent a prestigious and large independent firm of chartered accountants, renowned for their excellence and client-centric approach. Our client is currently seeking a talented Private Client Tax Manager to join their dynamic team at their Brighton office. This is an exceptional opportunity to work within a leading firm that offers substantial scope for career progression. As a Private Client Tax Manager, you will play a pivotal role in managing a diverse portfolio of private clients, providing expert tax advice and compliance services. You will be responsible for leading a team, ensuring the delivery of high-quality tax services, and fostering strong client relationships. This role offers a clear pathway for career advancement, making it an ideal opportunity for an ambitious tax professional looking to develop their career within a supportive and progressive environment. Opportunities for Progression:

This role offers significant scope for career progression within the firm. The successful candidate will have the opportunity to advance to senior management positions, with the potential to become a partner. The firm is committed to supporting the professional development of their staff through ongoing training and career advancement opportunities. Duties and Responsibilities:

Client Management:

• Manage a portfolio of private clients, including high-net-worth individuals, business owners, and trusts.
• Develop and maintain strong client relationships, acting as the primary point of contact for all tax-related matters.
• Provide tailored tax planning advice to clients, considering their individual circumstances and financial goals.

Tax Compliance and Advisory:

• Oversee the preparation and submission of self-assessment tax returns, ensuring accuracy and compliance with relevant legislation.
• Advise clients on a wide range of tax issues, including inheritance tax, capital gains tax, and income tax planning.
• Keep abreast of changes in tax legislation and communicate implications to clients proactively.

Team Leadership and Development:

• Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality services.
• Review work completed by junior team members, providing constructive feedback and fostering a culture of continuous improvement.

Business Development:

• Identify opportunities to expand services to existing clients and attract new business.
• Participate in networking events and contribute to marketing initiatives to enhance the firm's profile in the marketplace.

Strategic Contribution:

• Contribute to the development and implementation of the firm's tax strategy.
• Collaborate with other departments to provide a holistic service to clients and identify cross-selling opportunities.

Requirements

Qualifications and Experience:

• ACA/ACCA/CTA qualified or equivalent.
• Extensive experience in private client tax, preferably within an accountancy practice environment.
• Strong technical knowledge of UK tax legislation and regulations.
• Proven track record of managing a diverse client portfolio and delivering high-quality tax advice.
• Excellent communication and interpersonal skills, with the ability to build strong client relationships.
• Leadership experience, with the ability to mentor and develop junior team members.

Benefits

The client we are representing is offering a competitive remuneration package including: Salary: £50,000-£60,000 (Subject to applicants qualification and level of experience) Holiday: 25 + Bank Pension: Auto Enrolment Additional: Hybrid Working If you are interested in this opportunity, please do not hesitate to get in contact with Mark Sitton, Senior Recruitment Consultant for a confidential conversation. Main Telephone: [phone] Mobile: [phone] Email: [emailprotected] LinkedIn: LinkedIn Refer a friend... We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give up to £500 of Love2Shop vouchers. (Terms & Conditions apply).


Requirements
ACA/ACCA/CTA qualified or equivalent. Extensive experience in private client tax, preferably within an accountancy practice environment. Strong technical knowledge of UK tax legislation and regulations. Proven track record of managing a diverse client portfolio and delivering high-quality tax advice. Excellent communication and interpersonal skills, with the ability to build strong client relationships. Leadership experience, with the ability to mentor and develop junior team members.