Private Client Tax Manager

TN United Kingdom; Milton Keynes; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading firm in Milton Keynes is seeking a Personal Tax professional at Assistant Manager or Manager level to join their Private Client team. This role involves managing a portfolio of wealthy clients with complex tax affairs, preparing tax returns, and providing advisory services. The firm offers a supportive environment with flexible working arrangements, allowing for a mix of office and remote work.

Benefits

Flexible Working Arrangements

Remote Work Options

Qualifications

• Experience in personal tax is essential.
• Relevant professional qualifications are highly desirable.

Responsibilities

• Oversee a portfolio of clients with complex tax matters.
• Prepare and review complex tax returns.
• Provide tax advice on various topics.

Skills

Tax Advisory

Client Support

Education

ACA

ACCA

ATT

CTA

Job description

Job Description

Your 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 compliance and a range of advisory aspects.

Your role

This role involves overseeing a portfolio of clients with various complex tax matters, including share schemes, residency and domicile issues, trusts, partnerships, and investments. You will prepare complex tax returns for these clients and review colleagues' work. Additionally, you will provide tax advice on inheritance tax, capital gains tax, residence matters, and other related topics.

Requirements

You should be an experienced tax professional who enjoys supporting clients with their tax challenges. Relevant professional accountancy/tax qualifications such as ACA, ACCA, ATT, or CTA are highly desirable, but personal tax experience is essential.

Benefits

This is a unique opportunity to join a high-quality team offering significant flexibility and technical challenges. You will be required to work in the office once a week, with the option to work remotely or from another office for the rest of the time. Flexible working arrangements are in place, accommodating full-time, part-time, and annualized hours.

You will work with friendly, supportive colleagues, many of whom have been with the firm long-term, and serve interesting, high-profile clients.