Private Client Tax Manager

Austin Rose Associates; Essex; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

An established industry player is looking for a Private Client Tax Manager in Essex. This role offers a unique opportunity to manage a diverse portfolio of high net worth clients while enjoying a flexible working arrangement. With a focus on automation and data-driven solutions, you'll be part of a progressive team that values technical development. If you have over 5 years of personal tax experience and a passion for delivering exceptional client service, this position could be your next career move. Join a firm that prioritizes your work-life balance and professional growth.

Benefits

Paid Overtime

30 Days Holiday

Hybrid Working (50% from Home)

Private Medical Insurance

Qualifications

• 5+ years of Personal Tax experience with a diverse client portfolio.
• Experience dealing with high net worth individuals and complex tax issues.

Responsibilities

• Manage a portfolio of clients with various income sources.
• Deliver technical advisory work and oversee tax return processes.

Skills

Personal Tax Advisory

Client Management

Capital Gains Tax Issues

Compliance Assignments

Education

CTA or ACA (or ACCA and STEP) qualified

Job description

Private Client Tax Manager – Essex – Top 15 Firm

Are you tired of the commute and seeking a Private Client Tax Manager role with a leading firm in Romford?

Our client is a Top 15 firm with one of the most flexible working arrangements in the market alongside structured technical development and an exciting client base. With a modern and progressive mindset, this firm is one of the leaders in automation and data-driven solutions within the accountancy practice market.

Private Client Tax Manager responsibilities include:

• Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income
• Delivering technical advisory work on the portfolio
• Dealing with one off advisory and compliance assignments
• Acting as a key point of contact for the client
• Dealing with large partnerships and high net worth individuals
• Dealing with a wide range of capital gains tax issues
• Overseeing the UK tax return filling process for a broad variety of clients

As a Private Client Tax Manager, you will be/have:

• CTA or ACA (or ACCA and STEP) qualified
• Over 5 years’ Personal Tax experience
• Experience working on your own portfolio of clients consisting of directors of owner-managed businesses, property clients, HNWI's, landed estates, non-UK domiciled individuals and non-resident clients
• Experience delivering personal tax advisory

In return, as a Private Client Tax Manager, you will receive:

• paid overtime
• 30 days holiday
• hybrid working (50% working from home)
• private medical

If you are seeking Private Client Tax Manager jobs in Essex, contact Austin Rose, the Public Practice Recruitment Specialists.