Private Client Tax Manager

ACCA Careers; Royal Tunbridge Wells; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Join a market-leading accountancy firm as a Private Client Tax Manager in Tunbridge Wells. In this dynamic role, you'll manage diverse client portfolios, focusing on private equity executives and their families. You'll be responsible for delivering high-quality tax planning and advisory services, while also mentoring junior team members. This innovative firm offers a hybrid working model, competitive salary, and a generous holiday package, making it an excellent opportunity for professionals looking to make a significant impact in the field of private client tax management. If you're passionate about providing exceptional service and developing talent, this position is perfect for you.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase Additional Holiday

Shared Parental Leave

Qualifications

• Significant experience in private client tax issues and complex capital gains tax.
• Proven ability to communicate complex tax messages effectively.

Responsibilities

• Manage client portfolios and deliver work within timelines and budgets.
• Develop junior team members and maintain strong client relationships.

Skills

Private Client Tax Knowledge

Client Relationship Management

Technical Tax Planning

People Management

Communication Skills

Education

Chartered Accountant (ACA)

Chartered Tax Adviser (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