Private Client Tax Manager

ACCA Careers; Crawley; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Competitive salary £55,000–£70,000 per

Comprehensive benefits package

Training & career development

Hybrid working

Job summary

ACCA Careers in Crawley is seeking a Private Client Tax Manager to oversee a portfolio of private clients, ensuring compliant and optimised tax affairs. You will deliver expert advice on inheritance tax and capital gains tax planning and prepare self-assessment returns.

Join a medium-sized team offering ongoing training, a collaborative culture, and hybrid working in Crawley. A CTA/ACA/ACCA qualification and strong client-facing skills are essential.

Qualifications

• CTA/ACA/ACCA qualification required and strong technical knowledge of private client tax (IHT & CGT).
• Proven experience managing a portfolio of private clients with tax advisory focus.
• Excellent organisational skills and meticulous attention to detail.
• Proactive approach to identifying and implementing tax planning opportunities.
• Strong communication skills to build and maintain client relationships.

Responsibilities

• Manage a portfolio of private clients, ensuring their tax affairs are compliant and optimised.
• Provide expert advice on inheritance tax and capital gains tax planning.
• Prepare and review self-assessment tax returns to ensure accuracy and compliance.
• Build and maintain strong client relationships, offering tailored tax solutions to meet their needs.
• Support junior team members by providing guidance and sharing technical expertise.
• Identify opportunities for tax planning and communicate these effectively to clients.
• Keep up to date with changes in tax legislation and ensure clients are informed of relevant updates.
• Collaborate with other departments to offer a holistic business services approach.

Skills

Portfolio management

Tax advisory

Client relationships

Attention to detail

Proactive planning

Education

CTA/ACA/ACCA

Job description

The Private Client Tax Manager will oversee and manage private client tax matters, ensuring compliance and providing expert advice to clients. This role is ideal for individuals with a strong background in tax services and a proven ability to deliver tailored solutions.

Client Details

This role is with a respected accountancy firm that specialises in providing expert tax solutions and advisory services. With a medium-sized team, the company prides itself on delivering exceptional client service and fostering professional development within its workforce.

Description

• Manage a portfolio of private clients, ensuring their tax affairs are compliant and optimised.
• Provide expert advice on complex tax matters, including inheritance tax and capital gains tax planning.
• Prepare and review self-assessment tax returns to ensure accuracy and compliance.
• Build and maintain strong client relationships, offering tailored tax solutions to meet their needs.
• Support junior team members by providing guidance and sharing technical expertise.
• Identify opportunities for tax planning and communicate these effectively to clients.
• Keep up to date with changes in tax legislation and ensure clients are informed of relevant updates.
• Collaborate with other departments to offer a holistic business services approach.

Profile

A Successful Private Client Tax Manager Should Have

• A professional tax qualification such as CTA, ACA or ACCA.
• Strong technical knowledge of private client tax, including inheritance tax and capital gains tax.
• Proven experience managing a portfolio of private clients.
• Excellent organisational skills and attention to detail.
• A proactive approach to identifying and implementing tax planning opportunities.
• Strong communication skills to build and maintain client relationships.

Job Offer

• Competitive salary ranging from £55,000 to £70,000 per annum.
• Comprehensive benefits package to support your professional and personal needs.
• Opportunities for ongoing training and career development.
• Supportive and collaborative company culture based in Crawley.
• Hybrid working.