Private Client Tax Manager

Investigo; Greater London; Sur place; GBP 70 000 - 110 000; Plein temps

Résumé du poste

Investigo in London is seeking a Private Client Tax Manager to own a broad portfolio of private clients and to develop technical and advisory expertise within a growing tax team.

You will oversee personal tax compliance, review Self Assessment tax returns, and provide guidance on a range of personal tax matters while managing deadlines and client relationships.

Qualifications

• Experience in private client taxation within a practice environment.
• Ability to manage a diverse client portfolio and act as primary contact.
• Proven skill in preparing and reviewing Self Assessment/personal tax returns.

Responsabilités

• Manage a varied portfolio of private clients and act as a key point of contact.
• Oversee personal tax compliance and review complex Self Assessment returns.
• Provide advice on personal tax matters alongside core compliance work.
• Manage deadlines, workflow and commercial aspects of the portfolio.
• Build and maintain strong, long-term client relationships.
• Review work and support the development of junior team members.
• Collaborate with senior tax professionals on more complex client matters.

Connaissances

Private Client Tax

Portfolio management

Personal tax returns

Client communication

CTA qualification

Mentoring juniors

Description du poste

I’m working with an established and growing accountancy practice in London looking to appoint a Private Client Tax Manager into their expanding tax team. This is a great opportunity for someone who enjoys owning client relationships and wants exposure to a broad and interesting private client portfolio, while continuing to develop their technical and advisory experience.

The role:

• Manage a varied portfolio of private clients, acting as a key point of contact
• Oversee personal tax compliance, reviewing complex Self Assessment tax returns and associated work
• Support clients across areas including HNW individuals, property, partnerships, trusts and internationally connected individuals
• Provide advice on a range of personal tax matters alongside the core compliance workload
• Manage deadlines, workflow and commercial aspects of your portfolio
• Build strong, long-term relationships with clients
• Review work and support the development of junior members of the team
• Work closely with senior tax professionals on more complex client matters

The ideal candidate:

• Strong Private Client / Personal Tax experience gained within practice
• Experience managing your own portfolio of clients
• Confident preparing and reviewing personal tax returns
• Comfortable dealing directly with clients and handling complex queries
• CTA qualified would be highly desirable, although strong relevant experience will also be considered
• Previous experience reviewing or mentoring junior staff would be beneficial

If you’re an experienced Private Client Tax professional looking for a move into a growing firm with plenty of client exposure and progression potential.