Private Client Tax Manager

Page Personnel; Royal Tunbridge Wells; Presencial; GBP 70.000 - 105.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Descripción de la vacante

Page Personnel is recruiting on behalf of a market-leading accountancy firm in Tunbridge Wells for a Private Client Tax Manager. You will handle a portfolio of private clients, including high-net-worth individuals and families, and focus on private equity executives.

You will deliver work to clients on time and within budget, and supervise junior staff. Applicants should have extensive private client tax experience in a professional services environment, ACA/CTA, and strong client relationship

Formación

• Significant experience in private client tax within a professional services firm.
• Ability to communicate complex tax messages clearly to clients.
• Experience delivering tax planning and advisory projects.
• People management and organisational experience.

Responsabilidades

• Deliver work to clients in line with agreed timelines and budgets.
• Manage a client portfolio and review the work of junior team members.
• Liaise with other service lines to deliver work to clients (Accounts & Corporate Tax).
• Monitor WIP and draft fee notes.
• Maintain strong relationships with clients and identify opportunities for new work.
• Develop the more junior team with timely feedback and development support.

Conocimientos

Private client tax

Tax advisory

People management

Client relationship management

Educación

ACA/CTA qualified

Descripción del empleo

• 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

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave