Private Client Tax Manager

Rutherford Briant; Ipswich; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading tax advisory firm in Ipswich is seeking an experienced Tax Manager to manage high-net-worth client portfolios. The role involves providing tailored tax planning and ensuring compliance with legislation. Candidates should be ATT and CTA qualified with strong communication skills to navigate complex tax matters. The firm values diversity and encourages applicants from varied backgrounds.

Benefits

Free parking

Private medical insurance

Holiday purchase option

Qualifications

• Proven experience managing a private client tax portfolio.
• Strong written and verbal communication skills, with the ability to advise clients on complex tax concepts.
• Adaptable and responsive to changing legislation.

Responsibilities

• Manage a portfolio of high-net-worth individuals, providing tailored tax planning and advisory services.
• Ensure compliance with current tax legislation and oversee the preparation and review of self-assessment tax returns.
• Advise on a broad range of personal tax matters, including income tax, capital gains tax, and inheritance tax.

Skills

Tax planning

Advisory services

Client communication

Legislation adaptation

Education

ATT and CTA qualified, or equivalent

Job description

Are you a driven and experienced Tax Manager looking to take the next step in your career?

The client is a leading firm within Ipswich, who are looking to grow their private client tax team. The firm typically works with a variety of clients from high-net-worth individuals to family trusts and estates. They are looking to recruit a Private Client Tax Manager.

Responsibilities

• Manage a portfolio of high-net-worth individuals, providing tailored tax planning and advisory services
• Ensure compliance with current tax legislation and oversee the preparation and review of self-assessment tax returns
• Advise on a broad range of personal tax matters, including income tax, capital gains tax, and inheritance tax, for individuals, families, trustees, and partnerships
• Collaborate with cross-functional teams to deliver integrated solutions that address complex
• Mentor junior team members, fostering a culture of development, knowledge sharing, and continuous improvement

Requirements

• ATT and CTA qualified, or equivalent
• Proven experience managing a private client tax portfolio
• Strong written and verbal communication skills, with the ability to advise clients on complex tax concepts
• Adaptable and responsive to changing legislation

Benefits

• Free parking
• Private medical insurance
• Holiday purchase option

Are you a Tax Manager ready to join a passionate and forward-thinking team? If you bring experience and drive, we’d love to hear from you — apply now.

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.