Private Client Tax Manager

Pro Talent; Faversham; On-site; GBP 50,000 - 70,000; Full time

Job summary

An established accountancy firm in Faversham is seeking a Private Client Tax Manager to deliver tax planning and advisory services. The ideal candidate will be ACA/CTA qualified with strong client communication skills and experience in managing private client tax planning. Key responsibilities include mentoring junior staff, assisting in complex inquiries, and developing the client base. This role requires excellent interpersonal skills and a proactive approach to client care.

Qualifications

• Proven people manager with motivation and team development skills.
• Ability to communicate effectively with clients and explain technical details.
• Self-starter capable of driving team performance.

Responsibilities

• Assist Tax Partners with complex inquiries.
• Review client base for additional opportunities.
• Mentor and train junior managers and trainees.
• Prepare budgets and report variances to partners.
• Communicate directly with clients to resolve queries.

Skills

Technical advisory expertise

Client communication

Relationship building

Business development

Team development

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 andawareness 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:

• Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
• Involvement in any Revenue enquiry matters.
• Review client base and identify additional opportunities.
• Maintain regular communication with all clients and related 3rd parties
• Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees
• 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.
• Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them.
• Any other ad hoc duties that may be required.

The Person:

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

Thank you for your interest.