Private Client Tax Manager

Advanced Resource Managers; Greater London; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Flexible working arrangements

Comprehensive benefits package

Job summary

A leading firm of Chartered Accountants based in London is seeking a Private Client Tax Manager. The role involves managing complex personal tax client portfolios, supervising junior staff, and collaborating with senior colleagues to provide compliance and advisory services. Suitable candidates should be CTA qualified with relevant experience in a private client tax practice. The firm offers flexible working arrangements and a comprehensive benefits package.

Qualifications

• Post-qualification experience in tax.
• Experience in a private client/personal tax practice.
• Ability to supervise and mentor junior staff.

Responsibilities

• Manage a portfolio of complex personal tax clients.
• Supervise junior team members and review their work.
• Liaise with clients to deliver tailored solutions.
• Prepare and review tax returns for clients.
• Identify and implement tax planning strategies.
• Assist with HMRC inquiries and compliance reviews.

Skills

Interpersonal skills

Client portfolio management

Tax planning

IT skills

Education

CTA qualified or equivalent

Tools

Tax software (e.g., Digita)

Job description

An established and growing firm of Chartered Accountants and Tax Advisers is seeking a Private Client Tax Manager to join its London-based team. The role involves managing a portfolio of complex personal tax clients, supervising junior team members, and working closely with senior colleagues to deliver high-quality compliance and advisory services. The firm offers a collaborative working environment, flexible working arrangements, and a comprehensive benefits package.

Key Requirements

• CTA qualified or equivalent, with post-qualification experience.
• Experience gained within a private client/personal tax practice.
• Strong interpersonal skills with the ability to supervise and support junior staff.
• Experience managing a client portfolio, including compliance and identifying tax planning opportunities.
• Good IT skills; familiarity with tax software (e.g. Digita) is advantageous.

Key Responsibilities

• Work closely with senior tax colleagues and the wider team to achieve objectives and maintain a positive team culture.
• Liaise with and meet clients to understand their needs and deliver appropriate solutions.
• Prepare personal, partnership, and trust tax returns for a portfolio of more complex clients.
• Review tax returns, technical work, and advice prepared by junior team members.
• Identify tax planning opportunities, advise clients, and support implementation of agreed strategies.
• Assist with and respond to HMRC enquiries and compliance reviews and collaborate with other teams on ad-hoc advisory work as required.

If you are interested in this opportunity, please apply directly to this advert or contact [e-mail] for further details.