Private Client Tax Manager

ACCA Careers; Weybridge; Hybrid; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Career development opportunities

Job summary

ACCA Careers in Weybridge seeks a Private Client Tax Manager to lead a portfolio of high‑quality tax work for private individuals. You will prepare and review self‑assessment returns, advise on inheritance tax and capital gains, and implement tax planning strategies for clients while ensuring HMRC compliance.

You will work in a supportive, collaborative hybrid environment with opportunities to develop within the tax department and build lasting client relationships.

Qualifications

• Professional qualifications in tax or accountancy such as CTA, ATT, or ACCA.
• Strong technical knowledge of personal tax and related legislation.
• Proven ability to manage client relationships effectively.
• Experience in delivering tax planning advice to private clients.
• Excellent attention to detail and analytical skills.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Manage a portfolio of private clients, delivering tailored tax advice and solutions.
• Prepare and review self-assessment tax returns and associated computations.
• Advise clients on inheritance tax, capital gains tax, and other personal tax matters.
• Assist with tax planning strategies to optimise clients' financial positions.
• Ensure compliance with HMRC regulations and stay updated on changes in tax legislation.
• Build and maintain strong client relationships, acting as a trusted advisor.
• Provide support and guidance to junior team members as needed.
• Collaborate with other departments to deliver a seamless client experience.

Skills

Client management

Tax advisory

Analytical skills

Attention to detail

Independent worker

Education

CTA/ATT/ACCA or equivalent

Job description

This is an excellent opportunity for a Private Client Tax Manager to take on a key role within a professional services firm in Weybridge. You will be responsible for managing a portfolio of private clients, providing high-quality tax advice, and ensuring compliance with relevant regulations.

Client Details

Our client is a well established accountancy practice in Weybridge. They are committed to providing expert advice and tailored solutions to their diverse client base.

Description

• Manage a portfolio of private clients, delivering tailored tax advice and solutions.
• Prepare and review self-assessment tax returns and associated computations.
• Advise clients on inheritance tax, capital gains tax, and other personal tax matters.
• Assist with tax planning strategies to optimise clients' financial positions.
• Ensure compliance with HMRC regulations and stay updated on changes in tax legislation.
• Build and maintain strong client relationships, acting as a trusted advisor.
• Provide support and guidance to junior team members as needed.
• Collaborate with other departments to deliver a seamless client experience.

Profile

• Professional qualifications in tax or accountancy, such as CTA, ATT, or ACCA.
• Strong technical knowledge of personal tax and associated legislation.
• Proven ability to manage client relationships effectively.
• Experience in delivering tax planning advice to private clients.
• Excellent attention to detail and strong analytical skills.
• Ability to work independently and manage multiple priorities efficiently.

Job Offer

• Competitive salary ranging from £60,000 to £70,000 per annum.
• Opportunity to work with a respected professional services firm in Weybridge.
• Supportive and collaborative working environment.
• Potential for career growth and development within the tax department.
• Hybrid working.