Private Client Tax Manager

Michael Page; Eastleigh; Hybrid; GBP 42,000 - 55,000; Full time

Job summary

A professional services firm in Southampton is seeking a Private Client Assistant Tax Manager to manage tax compliance and provide tailored advice to private clients. This role involves assisting with the preparation of tax returns and supporting high-net-worth individuals with tax planning. The ideal candidate will have a relevant qualification in tax or accounting and a strong understanding of UK tax legislation. The position offers hybrid working arrangements and opportunities for professional development.

Benefits

Competitive salary

Hybrid working arrangements

Generous holiday leave

Supportive company culture

Opportunities for professional development

Qualifications

• Relevant qualification in accounting or tax.
• Experience managing private client tax matters.
• Strong understanding of inheritance and capital gains tax.

Responsibilities

• Manage private client tax compliance and advisory work.
• Provide tailored tax planning advice to high-net-worth clients.
• Assist with personal tax returns preparation and review.
• Support clients with inheritance and capital gains tax planning.
• Stay updated with tax legislation changes.

Skills

UK tax legislation understanding

Client relationship building

Attention to detail

Organizational skills

Proactive problem-solving

Education

ATT, CTA or similar qualification

Job description

Overview

The role of Private Client Assistant Tax Manager involves supporting a professional services team by managing private client tax matters and providing tailored advice to clients. The position is based in Southampton and offers the opportunity to work in a hybrid environment.

Client Details

This organisation is a small-sized professional services firm specialising in accounting and finance. They are known for providing bespoke solutions to clients and fostering a collaborative and supportive work environment.

Responsibilities

• Manage private client tax compliance and advisory work.
• Provide tailored tax planning advice to high-net-worth individuals.
• Assist with the preparation and review of personal tax returns.
• Support clients with inheritance tax and capital gains tax planning.
• Collaborate with colleagues to ensure seamless client service delivery.
• Keep up to date with changes in tax legislation and inform clients accordingly.
• Identify opportunities for tax planning within the current client base.
• Assist in mentoring junior staff members on tax-related matters.

Qualifications

• A relevant qualification in accounting or tax (e.g., ATT, CTA, or similar).
• Experience in managing private client tax matters within professional services.
• Strong understanding of UK tax legislation, including inheritance and capital gains tax.
• Excellent attention to detail and organisational skills.
• The ability to build and maintain strong client relationships.
• A proactive approach to identifying and solving client tax issues.

Benefits

• A competitive salary in the range of £42,000 to £55,000 per annum.
• Hybrid working arrangements to support work-life balance.
• Generous holiday leave entitlement.
• A supportive and collaborative company culture.
• Opportunities for professional development and career progression.

This is an excellent opportunity to join a professional services firm in Southampton as a Private Client Assistant Tax Manager. If this role aligns with your expertise, we encourage you to apply today.