Private Client Tax Manager

TN United Kingdom; Chichester; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Tax Manager to join their Private Client Services Team. This role offers the opportunity to manage client portfolios, handle compliance, and provide tailored tax advice in a dynamic and supportive environment. With a focus on professional development, the company promotes a hybrid working model, allowing for flexibility and a healthy work-life balance. Employees can expect a relaxed dress policy, generous holiday allowances, and access to health and wellness programs. If you are passionate about tax and ready to take your career to the next level, this is the perfect opportunity for you.

Benefits

Hybrid working

Agile working hours

Paid overtime or time off in lieu

25 days holiday plus bank holidays

Access to Cash Plan and Enterprise Health scheme

Lifestyle Hub discounts

Employee Assistance Program

Employee Referral Program

Death in Service benefits

4% employer pension contributions

Qualifications

• CTA qualified or ATT/ACCA/ACA qualified with tax experience.
• Experience with trusts and estates is a plus.

Responsibilities

• Manage a portfolio of clients and handle compliance for tax returns.
• Prepare technical analyses and collaborate with specialists.

Skills

Tax Compliance

Client Management

Communication Skills

Organizational Skills

Teamwork

Problem Solving

Education

CTA Qualified

ATT/ACCA/ACA Qualified

Job description

Are you ready to take your career to the next level in a dynamic and supportive environment?

Our client is seeking a motivated and ambitious individual with tax experience to join their Private Client Services Team as a Tax Manager. This role is based in the Chichester office, with some initial training in Worthing.

About the Role:

In today's complex tax landscape, our client believes every taxpayer can benefit from expert guidance and advice. By applying a detailed understanding of the law and staying ahead of the ever-changing tax system, they offer practical solutions tailored to each client's needs, optimizing their tax position to retain more of their hard-earned income and capital.

Key Responsibilities:

1. Manage your own portfolio of clients within the Private Client Services team.
2. Handle compliance for client portfolios, including annual tax returns and associated tax advice.
3. Provide support to team members during busier periods.
4. Prepare technical analyses and collaborate with specialists to review tax advice.
5. Ensure client administration and risk procedures are completed appropriately.
6. Assist local solicitors with tax matters concerning their clients.
7. Opportunity to work on corporate tax matters and other business-related taxes.
8. Identify and resolve technical issues or escalate as appropriate.

Ideal Candidate Profile:

1. CTA qualified, or ATT / ACCA / ACA qualified with tax experience.
2. Experience with trusts and estates is a plus, but not essential.
3. Strong communication and teamwork skills.
4. Excellent organisational skills.
5. Confident in speaking to clients face-to-face or over the phone.
6. Professional competence and flexibility.
7. Creative and willing to drive forward new ideas.

What Our Client Offers:

1. Opportunity to progress your skills and experience in a supportive environment.
2. Hybrid working with office days in Chichester.
3. Agile working hours and space.
4. Relaxed ‘Dress for your Day’ policy.
5. Paid overtime or time off in lieu for extra hours worked.
6. 25 days holiday plus bank holidays, with the option to purchase additional days.
7. Access to Cash Plan and Enterprise Health scheme.
8. Lifestyle Hub with discounts for online and high street stores.
9. Employee Assistance Program with additional well-being benefits.
10. Employee Referral Program.
11. Death in Service and associated benefits.
12. 4% employer pension contributions.

If this sounds like the opportunity you are looking for, please apply now and contact Lorna Pilling directly at 07900 224915 for a confidential career discussion.

Please note: All applicants must have the Right to Work in the UK, as sponsorship for overseas employees cannot be provided for this role.

Additional notes: If you are not a passport holder of the country where the vacancy is located, you might need a work permit. Check our Blog for more information.

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Created on 05/05/2025 by TN United Kingdom