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Private Client Tax Manager

Pro-Tax

High Wycombe

On-site

GBP 60,000 - 80,000

Full time

14 days ago

Job summary

A leading firm in Buckinghamshire is looking for a Private Client Tax Manager to manage a diverse portfolio, focusing primarily on tax compliance with some advisory work. The ideal candidate will be CTA qualified and ready to join a collaborative team that values diverse backgrounds among its members.

Qualifications

  • CTA qualified Private Client Tax professional.
  • Experience handling UHNWIs and complex tax matters.
  • Strong compliance expertise with high-volume returns.

Responsibilities

  • Manage a compliance-focused workload with up to 1200 returns annually.
  • Engage with a diverse client base including trusts and non-domiciled individuals.
  • Potential to expand advisory responsibilities based on skill set.

Skills

Tax Compliance
Advisory Skills

Education

CTA qualification

Job description

Private Client Tax Manager Opportunity!

Buckinghamshire

Are you a Private Client Tax Manager looking for an exciting role with a broad, dynamic client base? Our client, a well-established firm, is expanding its Private Client Tax team and is seeking a knowledgeable and engaging Tax Manager to take ownership of a diverse portfolio and help drive the firm's long-term growth.

About the Role:

This position primarily has a compliance focus with some advisory work, with the potential to expand advisory responsibilities based on your skill set and experience. You will be handling a high-volume, straightforward compliance workload, with up to 1200 returns per annum, and liaising with a diverse client base that includes:

  • Ultra High Net Worth Individuals (UHNWIs)
  • Non-Domiciled Individuals
  • Property and Rental Clients
  • Trusts and Inheritance Tax Matters

If you are a CTA qualified Private Client Tax professional seeking a new opportunity within a supportive, collaborative environment, then apply today or contact Tom Eagle for more information.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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