Private Client Tax Manager

Tolley; Milton Keynes; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading firm is seeking a Private Client Tax Manager in Milton Keynes to join its specialist team working with wealthy clients. This role involves managing complex tax affairs, providing tailored advice, and ensuring compliance while offering a flexible working environment. Ideal candidates should possess relevant tax qualifications and experience at the managerial level.

Benefits

Flexible working arrangements

Supportive team environment

Qualifications

• Experience at Assistant Manager or Manager level in tax.
• Qualifications like ACA/ACCA/ATT/CTA are highly desirable.
• Must have personal tax experience.

Responsibilities

• Oversee a portfolio of clients with complex tax matters.
• Prepare and review complex tax returns.
• Provide tax advice on inheritance tax and capital gains tax.

Skills

Personal Tax Experience

Client Portfolio Management

Tax Compliance

Advisory Skills

Education

Relevant Professional Accountancy Qualification

Job description

Tolley Milton Keynes, England, United Kingdom

Private Client Tax Manager

Tolley Milton Keynes, England, United Kingdom

3 days ago Be among the first 25 applicants

Your New Company

Fantastic opportunity for a Personal Tax professional currently at Assistant Manager or Manager level to work in a specialist Private Client team dedicated to working with wealthy individuals with complex tax affairs. You will join a large, national firm with a long-standing, experienced team in a role which will involve working with interesting clients and supporting them with complex compliance and a range of advisory aspects.

Your New Company

Fantastic opportunity for a Personal Tax professional currently at Assistant Manager or Manager level to work in a specialist Private Client team dedicated to working with wealthy individuals with complex tax affairs. You will join a large, national firm with a long-standing, experienced team in a role which will involve working with interesting clients and supporting them with complex compliance and a range of advisory aspects.

Your new role

This role will involve overseeing a portfolio of clients who have a variety of complex tax matters - this could include share schemes, residency and domicile matters, trusts, partnerships, investment income etc. You will prepare complex tax returns for these clients as well as reviewing the work of colleagues. Additionally, you will provide tax advice to your clients in relation to inheritance tax, capital gains tax and residence matters and other matters.

What You'll Need To Succeed

You will be an experienced tax professional who enjoys supporting your clients with their tax challenges. Relevant professional accountancy/ tax qualifications are highly desirable (ACA/ACCA/ ATT/CTA) however personal tax experience will be key.

What You'll Get In Return

This is a rare opportunity to join a high quality team in a role offering significant flexibility and interesting technical challenges. You will be required to be in the office with the team once a week, but can be based remotely for the rest of the time or work from another office. Highly flexible working practices are in place and full-time, part-time and annualised hours can be accommodated.

You will work with friendly and supportive colleagues - a high proportion of whom have been with the firm for a long period of time, and will work with interesting, high-profile clients.

What You Need To Do Now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Temporary

Job function

• Job function

  Finance and Sales

• Industries

  Legal Services

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