Private Client Tax Manager

Page Personnel; Royal Tunbridge Wells; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment agency seeks a Private Client Tax Manager for a market-leading accountancy firm in Royal Tunbridge Wells. This role involves managing private client portfolios, overseeing junior team members, and ensuring timely delivery of work while maintaining strong client relationships. Successful applicants will have significant experience in private client tax issues and relevant qualifications. Competitive compensation is offered.

Qualifications

• Experience in a professional services firm with knowledge of private client tax issues.
• Ability to communicate complex messages effectively.
• Experience in tax planning and managing compliance issues.

Responsibilities

• Manage a client portfolio and oversee the work of junior team members.
• Deliver work to clients within agreed timelines and budgets.
• Maintain strong client relationships and identify new opportunities.

Skills

Experience in private client tax issues

Technical expertise

Strategic thinking

People management

Organizational skills

Education

Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA)

Job description

Social network you want to login/join with:

Private Client Tax Manager, Royal Tunbridge Wells

col-narrow-left

Client:

Page Personnel

Location:

Royal Tunbridge Wells, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

0216293aed1b

Job Views:

15

Posted:

12.08.2025

Expiry Date:

26.09.2025

col-wide

Job Description:

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

About Our Client

We are 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 private clients with both established and growing wealth, including private equity executives and their families.

• Deliver work to clients within agreed timelines and budgets.
• Manage a client portfolio and review the work of junior team members.
• Coordinate with other service lines, such as Accounts & Corporate Tax.
• Monitor WIP and draft fee notes.
• Maintain strong client relationships and support senior team members in identifying new opportunities.
• Develop junior team members through feedback and technical guidance.

The Successful Applicant

• Experience in a professional services firm with knowledge of private client tax issues, including complex capital gains and inheritance tax matters.
• Technical expertise and ability to communicate complex messages effectively.
• Strategic thinking beyond technical work, considering the client's overall situation.
• Experience in tax planning, advisory projects, and managing compliance issues.
• People management and organizational skills.
• Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).