Private Client Tax Manager

Michael Page (UK); Royal Tunbridge Wells; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A market leading accountancy firm in Tunbridge Wells seeks a Private Client Tax Manager to manage client portfolios, focusing on high net worth individuals. Key responsibilities include delivering tax planning and advisory services, managing team performance, and maintaining client relationships. The successful candidate will possess extensive experience within professional services and relevant qualifications, ensuring expert advice on complex tax matters.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Significant experience in professional services firms.
• Sound knowledge of complex capital gains and inheritance tax matters.
• Demonstrated experience in tax planning/advisory projects.

Responsibilities

• Managing a client portfolio and reviewing work of junior team members.
• Delivering work to clients within timelines and budgets.
• Maintaining strong relationships with clients and identifying new work opportunities.

Skills

People management

Organisational skills

Communication

Education

Chartered Accountant (ACA/CTA)

Job description

• Private Client Tax Manager
• Market leading accountancy firm in Tunbridge Wells

About Our Client

We are currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.

Job Description

Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families.

• You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
• You will be managing a client portfolio reviewing the work of junior team members.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Monitoring of WIP and drafting fee notes
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

The Successful Applicant

• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
• You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
• Ability to think beyond the technical elements of your work and consider the client's overall landscape.
• Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
• People management and organisational experience
• Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA

What's on Offer

• £55,000 - £65,000 DOE
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave