Private Client Tax Manager

Michael Page (UK); Southampton; On-site; GBP 42,000 - 55,000; Full time

Job summary

A leading professional services firm in Southampton is seeking a Private Client Assistant Tax Manager to manage tax compliance and advise high-net-worth individuals. The role requires a relevant qualification in accounting or tax, and expertise in UK tax legislation. The firm offers competitive salary and supportive hybrid working environment.

Benefits

Competitive salary

Generous holiday leave entitlement

Opportunities for professional development

Qualifications

• Experience in managing private client tax matters within professional services.
• Proven ability to provide tailored tax planning advice to high-net-worth individuals.
• Proactive approach to identifying and solving client tax issues.

Responsibilities

• Manage private client tax compliance and advisory work.
• Provide tailored tax planning advice to high-net-worth individuals.
• Assist with the preparation and review of personal tax returns.

Skills

Knowledge of UK tax legislation

Client relationship management

Attention to detail

Organizational skills

Education

Relevant qualification in accounting or tax (e.g., ATT, CTA)

Job description

Overview

• Excellent opportunity
• Join a leading regional firm that offers excellent career progression

About Our Client

This organisation is a small-sized professional services firm specialising in accounting and finance. They are known for providing bespoke solutions to clients and fostering a collaborative and supportive work environment.

Job Description

• Manage private client tax compliance and advisory work.
• Provide tailored tax planning advice to high-net-worth individuals.
• Assist with the preparation and review of personal tax returns.
• Support clients with inheritance tax and capital gains tax planning.
• Collaborate with colleagues to ensure seamless client service delivery.
• Keep up to date with changes in tax legislation and inform clients accordingly.
• Identify opportunities for tax planning within the current client base.
• Assist in mentoring junior staff members on tax-related matters.

The Successful Applicant

A successful Private Client Assistant Tax Manager should have:

• A relevant qualification in accounting or tax (e.g., ATT, CTA, or similar).
• Experience in managing private client tax matters within professional services.
• Strong understanding of UK tax legislation, including inheritance and capital gains tax.
• Excellent attention to detail and organisational skills.
• The ability to build and maintain strong client relationships.
• A proactive approach to identifying and solving client tax issues.

What's on Offer

• A competitive salary in the range of £42,000 to £55,000 per annum.
• Hybrid working arrangements to support work-life balance.
• Generous holiday leave entitlement.
• A supportive and collaborative company culture.
• Opportunities for professional development and career progression.

This is an excellent opportunity to join a professional services firm in Southampton as a Private Client Assistant Tax Manager. If this role aligns with your expertise, we encourage you to apply today.