Private Client Tax Manager

Michael Page; Greater London; On-site; GBP 60,000 - 75,000; Full time

Job summary

A professional services firm in London is seeking a Private Client Tax Manager to provide expert tax advice and manage a portfolio of private clients. The successful candidate will have significant knowledge of UK tax regulations and the ability to deliver tailored solutions. This full-time role offers a competitive salary between £60,000 to £75,000 and the opportunity for professional development in a hybrid working environment.

Benefits

Competitive salary

Opportunities for professional development

Supportive work environment

Qualifications

• Requisite qualification in tax or accountancy, such as CTA, ATT, or ACA.
• Proven experience managing private client tax portfolios.
• Strong knowledge of UK tax legislation and compliance requirements.

Responsibilities

• Manage a portfolio of private clients, ensuring timely and accurate delivery of tax services.
• Provide tailored advice on tax planning, compliance, and wealth management strategies.
• Stay updated on legislative changes and their impact on clients.

Skills

Knowledge of UK tax legislation

Attention to detail

Analytical skills

Communication with high-net-worth clients

Proficiency in tax software

Education

CTA, ATT, or ACA qualification

Tools

Microsoft Office tools

Job description

The Private Client Tax Manager role involves providing expert tax advice and managing a portfolio of private clients within the professional services industry. Based in London, this position requires a strong understanding of tax regulations and the ability to deliver tailored solutions to meet client needs.

Client Details

The employer is a well-established organisation within the professional services industry, known for their focus on high-quality client service and technical excellence. Operating as part of a medium-sized team, they specialise in delivering tax solutions to private individuals and families.

Description

• Manage a portfolio of private clients, ensuring timely and accurate delivery of tax services.
• Provide tailored advice on tax planning, compliance, and wealth management strategies.
• Prepare and review personal tax returns, ensuring compliance with relevant regulations.
• Advise clients on inheritance tax, capital gains tax, and other related areas.
• Identify opportunities for tax savings and risk mitigation for clients.
• Collaborate with other departments to provide comprehensive client solutions.
• Support junior team members by sharing knowledge and reviewing their work.
• Stay updated on legislative changes and their impact on clients.

Profile

A successful Private Client Tax Manager should have:

• A relevant qualification in tax or accountancy, such as CTA, ATT, or ACA.
• Proven experience managing private client tax portfolios.
• Strong knowledge of UK tax legislation and compliance requirements.
• Excellent attention to detail and analytical skills.
• Ability to communicate effectively with high-net-worth individuals and families.
• Proficiency in tax software and Microsoft Office tools.

Job Offer

• Competitive salary in the range of £60,000 to £75,000 per annum.
• Permanent, full-time role based in London.
• Opportunities for professional development and career progression.
• Supportive and collaborative work environment.
• Exposure to a varied and prestigious client base.
• Hybrid working.