Private Client Tax Manager

Michael Page (UK); Swindon; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading accountancy firm in Swindon seeks a Private Client Tax Manager to manage a diverse portfolio. The successful candidate will provide tax services, resolve client queries, and lead a growing team. Ideal for seasoned tax professionals with strong leadership abilities and a full accountancy qualification. This role offers a salary of £40,000 to £50,000 and a supportive company culture.

Benefits

Generous benefits package

Opportunities for professional development

Generous holiday leave

Qualifications

• Full qualification in Accountancy or Taxation.
• Proven experience in managing a tax portfolio.
• Ability to provide guidance and feedback.

Responsibilities

• Manage private client portfolio, specializing in personal tax.
• Liaise with clients to resolve queries.
• Oversee client portfolios to meet HMRC deadlines.
• Conduct appraisals and coaching of team members.

Skills

Excellent client management skills

Strong strategic thinking

Problem-solving abilities

Leadership abilities

Thorough knowledge of tax laws

Education

CTA, ACA, ACCA, CA or equivalent

Job description

Open to seasoned & qualified tax professionals, this exciting Swindon-based role sits with a historically prestigious and award winning accountancy firm, with several offices across the South West of England.

This role will see the successful candidate manage their own diverse portfolio of Private/Personal Tax clients, develop their advisory & value-added service capabilities and lead a growing team of specialists.

Client Details

Our client is an award-winning accountancy practice firm with several offices across the South West & M4 corridor.

With a storied history of over 100 years exemplary service to their clients across the region, providing broad and comprehensive cover to their clients' regional, national and international needs, our client is now proud to be one of the leading middle-market firms in the country.

As part of a monumental merger with several organisations and substantial private backing, our client is expanding their current outlay and need your support in this exciting new phase of growth and outreach.

Description

• Provide a range of Tax services, managing a private client portfolio, specialising in personal tax across a mix of compliance and advisory work
• Identify tax sensitive expenditure and wider tax issues
• Liaising with clients to resolve queries
• Communicate with internal departments to ensure deadlines are met, and overseeing client portfolios to ensure HMRC deadlines are met
• Assist in managing the Private Client Tax team by hearing the voice of your team members, conduct appraisals, provide coaching of assignments to support the development of team skills and knowledge and continually improve the quality and delivery of work
• Monitor your own utilisation, productivity and WIP
• Confident providing guidance and feedback to others in the team

Profile

A successful 'Private Client Tax Manager' should have:

• A full qualification in Accountancy or Taxation - CTA, ACA, ACCA, CA or equivalent
• Proven experience in managing a tax portfolio
• Excellent client management skills
• Strong strategic thinking and problem-solving abilities
• Superb leadership and mentoring abilities
• Thorough knowledge of tax laws and regulations

Job Offer

• A salary range of £40,000 to £50,000 per annum
• A generous benefits package - details can be provided on request
• A supportive, growth-oriented company culture
• Opportunities for professional development and advancement
• Generous holiday leave