Private Client Tax Manager

TPF Recruitment Ltd; Maidstone; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Wellbeing support

Interest-free loans

Holiday buy/sell

Job summary

TPF Recruitment Ltd, Maidstone, is recruiting a Private Client Tax Manager to lead a portfolio of 200-250 private clients in a respected independent practice. You will oversee personal tax compliance, provide advisory support, and build trusted client relationships with high net worth individuals and business owners.

The role offers scope to shape the path to partnership and to focus on technical work or client management in a senior capacity, with wellbeing support and progression opportunities.

Qualifications

• Strong private client tax experience within an accountancy practice or specialist tax firm.
• Experience managing a client portfolio and reviewing personal tax compliance work.
• Experience delivering or contributing to private client tax advisory assignments.
• The ability to explain technical matters clearly and build lasting client relationships.
• Experience reviewing work and supporting the development of colleagues.

Responsibilities

• Manage a portfolio of 200-250 private clients and act as their main point of contact.
• Oversee personal tax compliance, reviewing returns and computations and ensuring deadlines are met.
• Advise clients on personal tax matters and work with senior colleagues on more complex planning assignments.
• Lead client meetings and identify where clients could benefit from further advice.
• Manage workloads and review colleagues’ work, providing practical feedback and technical guidance.
• Work with the directors to develop the firm’s private client tax services.

Skills

Private client tax

Portfolio management

Client relationship building

Team leadership

Tax advisory experience

Job description

Maidstone, United Kingdom

TPF Recruitment, Kent’s leading accountancy practice recruitment agency, is recruiting exclusively for a Private Client Tax Manager to join a highly regarded independent accountancy practice in Maidstone.

You’ll manage a varied portfolio of private clients, including high net worth individuals and business owners. The role combines overseeing personal tax compliance with advising clients on more complex matters, giving you the opportunity to build relationships and become their trusted point of contact.

The firm can shape the role around your experience and ambitions. There’s scope to build a route to partnership if that’s what you’re looking for, and the role would equally suit someone who wants to focus on technical work and client relationships in a senior position. We’ve placed several people with the firm over the years and consistently received positive feedback.

Responsibilities

• Manage a portfolio of 200-250 private clients and act as their main point of contact.


• Oversee personal tax compliance, reviewing returns and computations and ensuring deadlines are met.


• Advise clients on personal tax matters and work with senior colleagues on more complex planning assignments.


• Lead client meetings and identify where clients could benefit from further advice.


• Manage workloads and review colleagues’ work, providing practical feedback and technical guidance.


• Work with the directors to develop the firm’s private client tax services.
  

Requirements

• Strong private client tax experience within an accountancy practice or specialist tax firm.
  


• Confidence managing a client portfolio and reviewing personal tax compliance work.
  


• Experience delivering or contributing to private client tax advisory assignments.
  


• The ability to explain technical matters clearly and build lasting client relationships.
  


• Experience reviewing work and supporting the development of colleagues.
  


• This Private Client Tax Manager opportunity could suit an established Manager or Senior Manager, or an experienced Assistant Manager ready to take ownership of a portfolio.
  


• £55,000 to £75,000, depending on experience.


• Annual leave allowance that can increase to 30 days, with the option to buy or sell holiday.


• Wellbeing support, including access to coaching or therapy.


• Interest free loans.


• Scope for progression to partnership.