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Private Client Tax Manager

Buzzacott

United Kingdom

Hybrid

GBP 40,000 - 80,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a skilled Private Client Tax Manager to join a dynamic team. This role offers the chance to advise clients on significant financial decisions while collaborating with various teams to provide comprehensive services. You will be responsible for managing client portfolios, ensuring compliance, and mentoring junior team members. This is a fantastic opportunity for career growth in a supportive environment that values personal development and flexible working arrangements. If you are passionate about personal tax and building strong client relationships, this role is perfect for you.

Benefits

Flexible Working Opportunities
Career Development Support
Training and Development Programs

Qualifications

  • Qualified in ATT/CTA or ACA with experience in UK client returns.
  • Strong personal tax knowledge and ability to mentor junior staff.

Responsibilities

  • Manage a portfolio of private client accounts and oversee compliance.
  • Develop new client relationships and support business development initiatives.

Skills

Networking Skills
Personal Tax Knowledge
Team Development
Client Relationship Management

Education

ATT/CTA Qualification
ACA Qualification

Job description

We are looking for an experienced private client tax manager to join our Private Client team and provide excellent services to a range of clients.

Our trusted and specialist private client tax team of just over 30 people, including 4 Partners, work with individuals and their structures on some of the biggest financial decisions that they may face. The core of our work focuses on advising on the assets of an individual, family or business, and assessing the opportunities available to them, minimising their liability.

We work collaboratively with many teams across the firm, to enable our clients to use Buzzacott for other services, providing the opportunity to work closely and build relationships with your colleagues in other teams around the firm and within our PrimeGlobal association.

Key aspects of the role include:
  • Act as account manager for a portfolio of clients within the Private Client Team.
  • Take responsibility for the review process of all work regarding the client’s affairs.
  • Liaise with the senior team members in connection with the management of your client portfolio to include the monitoring of billing targets.
  • Provide advisory services to clients, as well as support on their compliance matters.
  • Support the development of more junior team members and assist as necessary with monitoring of work and progress being made and help to resolve any problems and difficulties being encountered. Provide timely feedback on work matters and reviews.
  • Be competent in all levels of personal tax (as far as is reasonably possible in today’s environment), and also be aware of available planning opportunities for the Firm's clients, recognising opportunities for collaboration where other teams in the Firm need to be involved with a client’s affairs to provide a holistic view and service.
  • Develop new client relationships from your relationship with existing clients, from business contacts and other appropriate sources.
  • Assist in the team's initiatives in business development opportunities as required.
You are the right person for the role if you:
  • ATT/CTA qualified, or ACA qualified, or equivalent.
  • Experience of reviewing, preparing and filing UK client returns.
  • Full knowledge of tax matters relating to private clients.
  • Have the ability to review other people’s work and assess more junior team members.
  • Excellent networking skills.
  • Enjoy supporting and developing more junior team members.
  • Have the ability to build great rapport and relationships with colleagues, team members and clients.
  • Are committed to expanding your personal tax knowledge and experience.

This is a fantastic opportunity to build your career within this growing specialist team with a unique opportunity for progression. You will be keen to learn and looking to acquire technical knowledge from your team members. The team is committed to your development and will provide full support and training to ensure you can thrive.

For more information about the Private Client team, life at Buzzacott, or to hear from team members across the firm on their experience of life at Buzzacott, please click the 'Apply' button.

We have a firmly embedded approach to flexi-time and support flexible working opportunities to help you manage your work-life balance.

If you are interested in this role, we encourage you to apply directly via the Apply button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to one of our HR Team about the vacancy before applying, contact us.

Please note: Our HR Team review and respond to all applications.

No agencies please.

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