Private Client Tax Manager

Michael Page (UK); Cheltenham; On-site; GBP 48,000 - 56,000; Full time

Job summary

A reputable professional services firm in Cheltenham is seeking a Private Client Tax Manager to manage a significant portfolio of high-net-worth individual clients. The role involves providing tailored tax advice, ensuring compliance, and supporting the development of junior team members. Candidates should hold a relevant professional qualification and have extensive knowledge in private client tax regulations. Competitive salary of £48,000 to £56,000 per annum is offered, along with opportunities for career progression.

Benefits

Competitive salary

Permanent position

Career progression opportunities

Supportive environment

Qualifications

• Extensive knowledge of private client tax regulations and practices.
• Experience managing a portfolio of clients within a professional services environment.
• Ability to manage multiple priorities effectively.

Responsibilities

• Manage a portfolio of private clients, ensuring all tax compliance requirements are met.
• Provide tailored tax advice and planning solutions to clients.
• Build and maintain strong client relationships.

Skills

Strong analytical skills

Excellent communication skills

Interpersonal skills

Problem-solving skills

Education

Professional qualification in tax or accounting (e.g., CTA, ACA)

Job description

• Take ownership over a significant portfolio of HNWI clients
• Work in a modern firm with great progression and international opportunities

About Our Client

This Top-20 accountancy firm is a well-regarded organisation with a strong presence in the UK and internationally. They pride themselves on delivering exceptional tax services to their clients and offering a supportive environment for their employees.

Job Description

• Manage a portfolio of private clients, ensuring all tax compliance requirements are met.
• Provide tailored tax advice and planning solutions to clients in a professional and timely manner.
• Assist with tax reporting, ensuring accuracy and compliance with regulations.
• Work closely with other team members to deliver comprehensive tax services.
• Build and maintain strong client relationships to understand and address their tax needs.
• Support the development and training of junior team members.
• Ensure adherence to internal policies and external regulatory standards.
• Identify opportunities for business development and contribute to the growth of the tax department.

The Successful Applicant

A successful Private Client Tax Manager should have:

• A professional qualification in tax or accounting (e.g., CTA, ACA, or equivalent).
• Extensive knowledge of private client tax regulations and practices.
• Experience managing a portfolio of clients within a professional services environment.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and interpersonal skills to build client relationships.
• The ability to work effectively as part of a team and manage multiple priorities.

What's on Offer

• Competitive salary ranging from £48,000 to £56,000 per annum.
• Permanent position within a reputable professional services firm.
• Opportunity to work within a supportive and professional environment.
• Potential for career progression within the tax department.
• Additional benefits to be confirmed upon offer.

Take the next step in your career by applying for this exciting Private Client Tax Manager role today!