Private Client Tax Manager

ACCA Careers; Guildford; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid working

Job summary

ACCA Careers seeks a Private Client Tax Manager in the South West London area to lead a portfolio of high-net-worth clients, delivering tailored tax planning and ensuring compliance. You will manage self-assessment returns and advise on IHT, CGT and income tax matters, while mentoring junior staff.

The role offers a hybrid working model within a reputable professional services firm. The ideal candidate holds CTA/ACA or equivalent, with proven private client tax experience and excellent client

Qualifications

• CTA/ACA or equivalent professional qualification is required.
• Proven experience in private client tax within accountancy.
• Strong knowledge of personal tax, inheritance tax and capital gains tax.
• Excellent client management and communication skills.
• Proactive in identifying tax planning opportunities and mentoring juniors.

Responsibilities

• Manage a portfolio of private clients, including high-net-worth individuals, ensuring tax affairs are compliant and efficient.
• Provide bespoke tax planning advice tailored to each client's circumstances.
• Oversee the preparation and review of self-assessment tax returns.
• Advise on inheritance tax, capital gains tax, and income tax matters with effective planning.
• Identify opportunities for tax savings and make recommendations to clients.
• Build and maintain strong client relationships as a trusted advisor.
• Support junior team members with technical guidance and mentoring.
• Stay updated on changes in tax legislation and ensure departmental compliance.

Skills

Client management

Communication skills

Mentoring

Portfolio management

Education

CTA/ACA or equivalent

Job description

We are seeking a Private Client Tax Manager to join a professional services firm in South West London. This role requires expertise in managing personal tax matters for high-net-worth individuals and providing tailored tax planning advice.

Client Details

The hiring company is a well-established firm operating in the accountancy industry. They have a reputation for delivering exceptional tax and financial advisory services and are known for their commitment to excellence.

Description

• Manage a portfolio of private clients, including high-net-worth individuals, ensuring their tax affairs are compliant and efficient.


• Provide bespoke tax planning advice tailored to each client's personal and financial circumstances.


• Oversee the preparation and review of self-assessment tax returns.


• Advise on inheritance tax, capital gains tax, and income tax matters, ensuring clients benefit from effective planning strategies.


• Identify opportunities for tax savings and make recommendations to clients.


• Build and maintain strong client relationships, acting as a trusted advisor.


• Support junior team members with technical guidance and mentoring.


• Stay updated on changes in tax legislation and ensure compliance within the department.

Profile

• A professional qualification such as CTA, ACA, or equivalent.


• Proven experience in private client tax within the accountancy industry.


• Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.


• Excellent client management and communication skills.


• A proactive approach to identifying tax planning opportunities.


• Ability to manage a portfolio and meet deadlines effectively.


• Experience in mentoring or managing junior team members.

Job Offer

• Competitive salary ranging from £65,000 to £85,000 per annum.


• Opportunity to work with a respected professional services firm in South West London.


• Challenging and rewarding role within the tax department.


• Supportive work environment with opportunities for professional growth.


• Permanent position offering stability and career development.


• Hybrid working.