Private Client Tax Manager

TN United Kingdom; Coventry; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a highly motivated individual to manage relationships with High Net Worth clients. This role involves preparing complex tax returns, advising on diverse tax strategies, and managing junior team members. The successful candidate will thrive in a challenging environment that fosters growth and professional development. With opportunities for further training and a competitive remuneration package, this position is ideal for those looking to advance their careers in a supportive and dynamic business.

Benefits

Competitive remuneration package

Further training and development opportunities

Challenging work environment

Career growth opportunities

Qualifications

• CTA qualified preferred or equivalent accounting qualification.
• Significant experience at Senior/Manager level or similar.

Responsibilities

• Manage a portfolio of High Net Worth Individuals and Business Directors.
• Prepare complex tax returns and advise on tax strategies.

Skills

Client Handling

Project Management

Tax Strategy Advisory

Communication with HMRC

Education

CTA Qualification

ACA Qualification

ACCA Qualification

Job description

Job Description

The successful candidate will be highly motivated to develop existing relationships and confident when dealing with higher net worth clients across a broad spectrum of backgrounds.

Key responsibilities will include:

1. Management of a portfolio of High Net Worth Individuals, Partners, and Business Directors.
2. Preparation of complex tax returns.
3. Advising on a wide range of tax strategies.
4. Broad experience of various tax situations applicable to higher net worth individuals.
5. Completing Trust Returns.
6. Preparing P11D forms.
7. Communication with HMRC.
8. Providing advice to clients.
9. Managing junior team members, supporting training and professional development.

Specific Experience

• CTA qualified is preferred or equivalent (along with an accounting qualification such as ACA or ACCA).
• Significant previous experience operating at Senior/Manager level or similar, or demonstrated skill set for the role.
• Proven experience in client handling and project management.
• Tax experience from a practice background is advantageous.

What the client offers

• A competitive remuneration package.
• Further training and development opportunities.
• A challenging environment to develop your existing skills and broaden your expertise.
• The opportunity to grow your career within a growing business that promotes from within.