Private Client Tax Manager

Page Personnel; Royal Tunbridge Wells; On-site; GBP 60,000 - 85,000; Full time

Job summary

A leading professional services firm seeks a Private Client Tax Manager in Royal Tunbridge Wells. The role involves managing client portfolios, delivering timely tax planning and advisory work while developing junior staff and maintaining strong client relationships.

Qualifications

• Experience in managing private client portfolios focusing on tax issues.
• Strong communication skills for complex messages.
• Ability to manage compliance and deliver advisory projects.

Responsibilities

• Manage private client portfolios and liaise with service lines.
• Develop junior team members through feedback and support.
• Deliver client work within timelines and maintain relationships.

Skills

Client relationship management

Technical tax knowledge

People management

Education

Chartered Accountant (ACA)

Chartered Tax Adviser (CTA)

Job description

Job Title: Private Client Tax Manager

Location:

Royal Tunbridge Wells, United Kingdom

Company:

Page Personnel

Job Category:

Other

Job Reference:

0216293aed1b

Posted:

25.06.2025

Expiry Date:

09.08.2025

Job Description:

• Manage private client portfolios, including both established and growing wealth, with a focus on private equity executives and their families.
• Deliver work to clients within agreed timelines and budgets.
• Manage a client portfolio, reviewing the work of junior team members.
• Liaise with other service lines, such as Accounts & Corporate Tax, to deliver comprehensive services.
• Monitor work in progress (WIP) and draft fee notes.
• Maintain strong client relationships and support senior team members in identifying new business opportunities.
• Develop junior team members through feedback and technical/personal development.

Candidate Profile:

• Significant experience in a professional services firm, with knowledge of complex private client tax issues, including capital gains tax and inheritance tax.
• Strong technical knowledge with the ability to communicate complex messages effectively.
• Ability to consider the client's overall landscape beyond technical details.
• Experience in delivering tax planning/advisory projects and managing compliance issues.
• People management and organizational skills.
• Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).