Private Client Tax Manager (2661)

Cathedrala appointments; Truro; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

A well-established Chartered Independent Financial Planning firm is seeking an experienced Private Client Tax Manager. This role offers hybrid working options and involves managing trust portfolios for high net-worth individuals, ensuring compliance, and providing expert tax advice. Competitive salary and various employee benefits are included.

Benefits

Cycle to work scheme

Client and employee referral bonuses

Employee assistance program

Virtual GP

Discounted shopping portal

Qualifications

• QUALIFIED in ATT or CTA with current technical knowledge.
• Experience in tax compliance and report drafting required.
• Familiarity with regulatory compliance standards essential.

Responsibilities

• Manage trust cases and provide tax advice for high net-worth clients.
• Draft reports, prepare self-assessment tax returns, and handle compliance.
• Maintain communication with HMRC and legal teams to ensure service quality.

Skills

Tax Compliance

Client Management

Organizational Skills

Education

ATT or CTA qualified

Equivalent Tax Qualifications

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Truro, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

b7f93ac56069

Job Views:

2

Posted:

02.06.2025

Expiry Date:

17.07.2025

col-wide

Job Description:

Competitive Salary | Hybrid | Flexible Locations

Our client, a well-established Chartered Independent Financial Planning firm is looking for an experienced Private Client Tax Manager to join the team.

The role offers Flexibility in location as well as Hybrid working.

Branch Locations – Truro, Poole & Salisbury

Private Client Tax Manager responsibilities include: -

• Manage a portfolio of trust cases and high net-worth individuals, providing tax advice and compliance services, including IHT planning, residence and domicile, and CGT advice.
• Draft reports and letters, prepare self-assessment tax returns, CGT 30-day reports, and handle Trust and IHT compliance.
• Request, collate, and maintain client information while confidently corresponding with clients and addressing their inquiries.
• Maintain direct contact with clients, HMRC, solicitors, and other professional services firms to deliver excellent client service.

Private Client Tax Manager requirements include: -

• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
• Previous experience in a tax compliance role and drafting reports
• Understanding of compliance standards imposed by the various regulatory authorities for tax
• Organised and able to plan time efficiently to meet deadlines –particularly during the January tax return season

Your Benefits for a Private Client Tax Manager include but are not limited to: -

• Cycle to work scheme
• Client and employee referral bonuses
• Employee assistance program
• Virtual GP
• Discounted shopping portal

Note on Sponsorship: We regret to inform you that currently, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.