Private Client Tax Manager

ACCA Careers; Royal Tunbridge Wells; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work

Private medical insurance

Life assurance

Pension contribution

Generous holiday

Job summary

ACCA Careers is supporting a market leading accountancy firm in Tunbridge Wells to appoint a Private Client Tax Manager. The role handles mixed private client portfolios, with focus on high net worth individuals and private equity executives and their families.

You will deliver work on time and within budget, review junior staff work, and liaise with Accounts & Corporate Tax to provide comprehensive client service. You will also monitor WIP and support business development.

Qualifications

• Significant experience in private client tax within a professional services firm.
• Ability to communicate complex tax matters clearly to clients.
• Ability to think beyond technical work and assess client landscape.

Responsibilities

• Deliver work to clients within agreed timelines and budgets.
• Manage a client portfolio and review junior team work.
• Liaise with other service lines (e.g., Accounts & Corporate Tax) to deliver client work.
• Monitor WIP and draft fee notes.
• Maintain strong client relationships and identify opportunities for new work.
• Develop junior team through feedback and coaching.

Skills

Private client tax

Client relationship management

People management

Tax planning

Budgeting / WIP monitoring

Education

ACA/CTA

Job description

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

Client Details

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

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

Profile

• 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

Job Offer

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave