Private Client Tax Manager

CROWE; Cheltenham; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading national audit and tax advisory firm in Cheltenham is seeking a Manager, Private Client Tax. You will manage client relationships and oversee tax compliance for high-net-worth individuals. The ideal candidate is CTA qualified with strong communication skills and a focus on exceptional client service. This role offers competitive salaries and opportunities for career development.

Benefits

Competitive salaries

Flexible benefits

Career development opportunities

Qualifications

• Strong written and verbal communication skills.
• Passion for delivering outstanding client service.
• Energy and enthusiasm for achieving results.

Responsibilities

• Manage personal tax compliance for client portfolio.
• Provide ad-hoc tax planning advice.
• Act as a line manager for junior team members.

Skills

Client relationship management

Tax compliance expertise

Advisory services

Team management

Communication skills

Education

CTA qualified

Job description

About Crowe

Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally.

Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services.

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.

At Crowe, our aim is to create a community where regardless of gender, identity, sexuality, race and other characteristics.

Manager, Private Client Tax

The private client team provides tax compliance and advisory services to a diverse range of clients, including owner‑managed businesses, partners and high net worth individuals. The successful candidate will be responsible for managing the taxation relationship services with a portfolio of clients, helping them to comply with their taxation filing and payment obligations and working with them to manage their taxation affairs. The person in this role will also contribute to the success of our team, which will involve business and people development.

You will work closely with the tax partners delivering special and project‑based work and overseeing larger or more complex compliance work with a portfolio of existing clients, ranging from directors of owner‑managed companies to non‑domiciled and high net worth individuals. You will also have the opportunity to be involved in business development initiatives and working with the team to generate new work.

Key Responsibilities

• Management of the personal tax relationship of the individuals, both employed and self‑employed, on client portfolio.
  • Managing and overseeing the personal tax compliance cycle (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs.
  • Delegation of preparatory aspects of personal tax work to junior members of the team and review of their work.
  • Liaison with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
• Set up and run meetings with clients to discuss their tax affairs and future tax planning opportunities.
• Dealing with HM Revenue enquiries into tax returns on client portfolio and other clients as appropriate.
• Providing clients with ad‑hoc tax planning advice, proactively as well as reactively both in the UK and overseas.
• Be actively involved in the provision of advisory services to clients, including clients of other departments and offices.
• Billing responsibility for all tax work on client portfolio. Balancing the requirement to maximise recovery and manage client expectations.
• Preparation of budgets as appropriate for taxation compliance work on client portfolio.
• Actively communicate with clients on a regular basis and discuss changes in their business and personal situations.
• Active liaison with partners to raise awareness of changes in the business and personal situations of mutual clients.
• Prioritise and organise own work in a manner which is acceptable to all the partners to which you work with.
• Assisting with the planning, execution, and finalisation of technical projects across a range of tax lines for partner review, providing solutions and seeking input for areas of concern or judgement.
• Technical research to support the senior management team, including drafting reports and correspondence to clients and to HMRC.
• Clearly highlighting issues identified during research and providing potential solutions to issues identified.
• Take primary responsibility for monitoring progress against budget on projects, and when the actual differed from the budget then gain a full understanding with the Manager.
• Prepare timely WIP analysis and draft fees.
• Participate in service line, office, and firm wide activities such as ongoing training, professional conferences, and team away‑days.

Your management responsibilities

• Be a line manager for junior and training members of the team.
• Act as a role model for junior members of the team, providing on‑the‑job coaching.
• Demonstrating personal commitment to work and team success; showing positive attitude and enthusiasm for work and taking initiative to improve process/situations when appropriate.
• Consistently treating colleagues with fairness and respect. Helping to provide opportunities for everyone to contribute and succeed.
• Providing and being receptive to regular and constructive feedback that improves self and others. Continually developing skills and knowledge.
• Influencing, changing and shaping the direction of a particular activity, either internally and/or externally.
• Coaching junior members of staff through sharing experience and knowledge appropriately.
• Be actively involved in the training/coaching of junior members of the team by involvement in all aspects of tax compliance and advisory work and proper feedback.
• Participating in office, service line and firm wide activities.

The role requirements

The right candidate will ideally:

• Be CTA qualified.
• Have exemplary written and verbal communication skills with a tangible passion for delivering outstanding client service.
• Display energy and enthusiasm and a focus on achieving results.
• Have a keenness to further their own development and career goals.

Why choose Crowe?

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.

Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions, and make smart decisions that have lasting value through the highest quality audit, tax, advisory and risk services.

We offer you an opportunity to continue your career and work for a firm that offers stability and knowledge. In addition, you can work alongside experienced professionals who put the client at the heart of everything they do.

At Crowe, you will find the expertise, the resources and, above all, the commitment to help you build a satisfying and rewarding career. In return we can offer you continued career development, highly competitive salaries and flexible benefits. Plus, an opportunity to work for a firm that truly values its people.

Crowe is committed to equal opportunity and diversity in recruitment and employment. We value the differences that a diverse workforce brings to our organisation and believe that diversity and inclusivity are key drivers of effectiveness and in providing our clients with a quality service.

Entry and progression within the firm is determined solely by the application of objective criteria, personal performance and merit.