Private Client Tax Manager

ACCA Careers; Brighton; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Career progression opportunities

Job summary

ACCA Careers in the United Kingdom is seeking a Private Client Tax Manager to lead tax compliance and advisory for a portfolio of private clients. You will deliver expert advice on income tax, capital gains tax, and inheritance tax, while preparing and reviewing tax returns and meeting deadlines.

You will identify planning opportunities, support HMRC inquiries, and collaborate with other departments to offer holistic services.

Qualifications

• Professional tax qualification (CTA/ACA/ACCA).
• Strong knowledge of personal tax rules and compliance.
• Experience managing a portfolio of private clients in professional services.

Responsibilities

• Manage a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
• Provide expert advice on income tax, capital gains tax, inheritance tax, and other personal tax matters.
• Prepare and review tax returns, ensuring accuracy and adherence to deadlines.
• Identify tax planning opportunities and provide tailored recommendations to clients.
• Support clients with HMRC enquiries and investigations, offering expert representation.
• Collaborate with other departments to offer holistic professional services to clients.
• Keep up to date with changes in tax legislation and inform clients of implications.
• Mentor and support junior team members to develop their skills and knowledge.

Skills

CTA/ACA/ACCA

Private client tax

Portfolio management

Tax software

Client relationships

Attention to detail

Education

CTA/ACA/ACCA

Tools

Tax software

Job description

The role of a Private Client Tax Manager offers an excellent opportunity to lead and manage client tax affairs within the accountancy industry. This permanent position requires expertise in tax compliance and advisory services, ensuring client satisfaction and compliance with regulations.

Client Details

The employer is a well-established organisation in the professional services industry, providing comprehensive support and expertise to a diverse client base. With a focus on delivering high-quality tax solutions, the company values technical proficiency and a commitment to excellence.

Description

• Manage a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
• Provide expert advice on income tax, capital gains tax, inheritance tax, and other personal tax matters.
• Prepare and review tax returns, ensuring accuracy and adherence to deadlines.
• Identify tax planning opportunities and provide tailored recommendations to clients.
• Support clients with HMRC enquiries and investigations, offering expert representation.
• Collaborate with other departments to offer holistic professional services to clients.
• Keep up to date with changes in tax legislation and ensure clients are informed of their implications.
• Mentor and support junior team members to develop their skills and knowledge.

Profile

• A professional qualification such as CTA, ACA or ACCA.
• Strong technical knowledge of personal tax regulations and compliance.
• Experience managing a portfolio of private clients in the professional services industry.
• Proficiency in tax software and Microsoft Office applications.
• Exceptional attention to detail and organisational skills.
• The ability to build and maintain strong client relationships.
• A proactive approach to identifying tax planning opportunities.

Job Offer

• Competitive salary ranging from £55,000 to £65,000 per annum.
• Opportunities for professional development and career progression.
• Supportive and collaborative working environment.
• Potential for involvement in diverse and challenging client work.
• Hybrid working.