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Private Client Tax Manager

Tolley

Stockport

On-site

GBP 50,000 - 70,000

Full time

Yesterday

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Job summary

A leading accountancy firm in Stockport is seeking a Private Client Tax Manager to drive their private client tax business. The role involves managing high-net-worth clients, providing tax advisory services, and mentoring junior staff. This is a great opportunity for someone with a strong work ethic and ambition to grow within a supportive environment.

Benefits

Health Plan

Pension Scheme

Professional Development

Qualifications

Minimum of 3 years' experience in private client tax.
Proven track record of managing a portfolio of high-net-worth clients.

Responsibilities

Overseeing a portfolio of private client tax returns.
Building and maintaining robust client relationships.
Providing thorough tax planning and advisory services.

Skills

Analytical

Problem Solving

Communication

Tolley Stockport, England, United Kingdom

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Tolley Stockport, England, United Kingdom

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Your new firm

We are partnering with a successful and established accountancy firm who are growing their private client tax team due to continued investment and growth in this area. This firm of accountants is continuing to thrive and deliver exceptional standards of work to their private client base, and they need a new Private Client Tax Manager to work with their Private Client Tax Partner to help drive this forward.

Your new role

Role

Your new role as Private Client Tax Manager will be to drive forward the private client tax business, working closely with the Private Client Tax Partner on all aspects of personal and private client tax advisory and compliance work. This is a newly appointed role to work closely with the partner to shape this part of the business. The tasks will include:

Overseeing a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.
Building and maintaining robust client relationships, acting as the primary contact for all tax-related enquiries.
Leading regular client meetings (initially with the tax partner) to review tax positions and offer strategic guidance.
Providing thorough tax planning and advisory services, covering inheritance tax, capital gains tax, and income tax.
Identify tax-saving opportunities and develop strategies to optimise clients' tax positions.
Advising clients on the implications of new tax legislation, ensuring compliance with current regulations.
Reviewing personal tax returns (including some trusts and estates) and associated documentation, ensuring all tax filings are accurate and submitted on time and liaising with HMRC on clients' behalf.
Supervising and mentoring junior tax staff, offering guidance and support for their professional growth.
Reviewing work prepared by junior staff, ensuring accuracy and compliance.
Some business development and networking where required.

What You'll Need To Succeed

To be successful in this role as Private Client Tax Manager, you will have a minimum of 3 years' experience in private client tax, ideally within a professional services firm, along with a proven track record of managing a portfolio of high-net-worth clients.In-depth knowledge of UK tax legislation and compliance requirements, along with strong communications skills and the ability to manage multiple clients.Strong analytical and problem-solving skills along with experience of advisory project work.A strong work ethic, ambition and a self-starter and client-focused approach to work are key.

What You'll Get In Return

In return for this Private Client Tax manager opportunity, you will be rewarded with a competitive salary and a comprehensive benefits package, including a health plan and pension scheme.The opportunity to work independently with the support of a highly skilled and supportive Private Client Tax Partner is here, along with professional development and career progression.

What You Need To Do Now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us on 0161 237 3388 to discuss it in more detail.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Seniority level

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Mid-Senior level

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