Private Client Tax Manager

Pro Talent; Faversham; On-site; GBP 45,000 - 80,000; Full time

Job summary

An established accountancy firm is seeking a Private Client Tax Manager to join their Faversham office. In this pivotal role, you will provide comprehensive tax planning and advisory services to high-net-worth individuals, including international clients and family offices. Your expertise will be crucial in optimizing tax reliefs and developing strong client relationships. As a proven people manager, you will lead a team, mentor junior staff, and contribute to the growth of the firm's private client offerings. This position offers an exciting opportunity to make a significant impact in a reputable firm known for its outstanding client service.

Qualifications

• ACA/CTA qualified with strong technical advisory expertise.
• Proven experience in Private Client tax planning and client management.

Responsibilities

• Deliver tax planning and advisory services for private clients.
• Mentor and develop junior staff while managing client relationships.
• Assist with complex enquiries and identify cross-selling opportunities.

Skills

Tax Planning

Client Relationship Management

Technical Advisory Expertise

Team Management

Business Development

Communication Skills

Education

ACA/CTA Qualification

Job description

ProTalent are currently working with an established Accountancy firm with an outstanding reputation within the market place to hire a Private Client Tax Manager for their office in Faversham.

This role will comprise both compliance and advisory and awareness of tax issues affecting HNWI.

The primary role will be to deliver tax planning and advisory services in relation to private clients (these could possibly include: Non Dom & International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate planning). The objective is for the team to deliver a full consultative, compliance and planning service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.

The successful candidate will be a proven people manager and passionate about working with clients as this is vital for the role to be successful. The Private Client Tax Manager will be required to provide a high quality service to the Partners including making a positive contribution to the development of the Firm’s Private Client offering. Key to the role is an ability to grow the client base in this area. You will be expected to develop strong client relationships and be able to delegate tasks and responsibilities within a team, supervise more junior staff and review their work.

Key responsibilities:

1. Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
2. Involvement in any Revenue enquiry matters.
3. Review client base and identify additional opportunities.
4. Maintain regular communication with all clients and related 3rd parties.
5. Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees.
6. Prepare budgets, complete work within budget and report to Partners on any variances from budget, ensuring that all assignments are carried out in a timely fashion and in accordance with the Firm’s procedures.
7. Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them.
8. Any other ad hoc duties that may be required.

The Person:

1. ACA/CTA qualified.
2. High level of technical advisory expertise.
3. Self-starter capable of motivating, driving and developing the team.
4. Able to demonstrate relevant practical experience in Private Client tax planning.
5. Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical points for clients to understand.
6. Ability to provide excellent client care.
7. Strong relationship building, networking and business development skills.

Thank you for your interest.