Private Client Tax Manager

TPF Recruitment; Portsmouth; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment firm in the UK is seeking a Tax Team Lead. You will manage both the private client tax portfolio and junior staff. This role requires excellent client management and expertise in personal tax compliance and advisory services. Your responsibilities will include managing tax returns, liaising with HM Revenue & Customs, and providing tailored tax solutions. The successful candidate will excel in delivering client service and training junior team members.

Responsibilities

• Managing annual tax returns for assigned clients.
• Liaising with HM Revenue & Customs on behalf of clients.
• Handling a diverse range of personal tax assignments including tax forecasting.
• Addressing client issues and queries promptly.
• Maintaining regular contact with clients.
• Managing billing responsibilities for your portfolio.
• Collaborating with the team to meet deadlines.
• Training and supervising junior staff.

Job description

You'll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients, playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance will manage the portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client’s unique circumstances. Additionally, you will help train and supervise junior staff.

Responsibilities

• Managing annual tax returns for assigned clients
• Liaising with HM Revenue & Customs on behalf of clients
• Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
• Addressing client issues and queries promptly
• Maintaining regular contact with clients
• Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
• Collaborating with the team to meet deadlines and exceed client expectations
• Training and supervising junior staff