Private Client Tax Manager - Accountancy Practice

Michael Page (UK); Ferndown; On-site; GBP 35,000 - 50,000; Full time

Job summary

Join a medium-sized professional services firm in Ferndown as a Private Client Tax Manager. You will manage a portfolio of high net worth individual clients, ensuring compliance and providing tax advisory services. This role offers a competitive salary, professional development opportunities, and a supportive work environment.

Benefits

Comprehensive benefits package

Opportunities for professional development

Supportive work environment

Qualifications

• Professional tax or accounting qualification required.
• Experience managing a diverse client portfolio.
• Strong knowledge of UK tax legislation essential.

Responsibilities

• Oversee and manage a portfolio of clients, ensuring timely tax compliance.
• Provide tax advisory services to clients and manage tax project work.
• Develop client relationships to deliver effective solutions.

Skills

Interpersonal skills

Communication skills

Problem-solving

Education

Professional tax or accounting qualification

Job description

• Manage, develop and grow your own portfolio of clients
• Deliver expert advice to a range of HNWI's, IHT, Trusts & Estates clients

About Our Client

The organisation is a medium-sized professional services firm based in Ferndown. They have a strong reputation for providing high-quality tax, accounting, and financial planning advice to a diverse range of clients across the south west & the south coast.

Job Description

• Oversee and manage a portfolio of clients, ensuring timely tax compliance.
• Provide tax advisory services to clients.
• Manage tax project work, ensuring the highest quality of service.
• Develop and maintain strong relationships with clients to understand their needs and deliver effective solutions.
• Work closely with colleagues to ensure seamless service delivery.
• Stay abreast of changes in tax legislation and advise clients accordingly.
• Contribute to the development and implementation of the firm's tax strategy.
• Lead and mentor junior members of the team.

The Successful Applicant

A successful Private Client Tax Manager should have:

• A professional tax or accounting qualification.
• Experience in managing a diverse client portfolio.
• Strong knowledge of UK tax legislation.
• Excellent interpersonal and communication skills.
• A proactive approach to problem-solving and the ability to work under pressure.
• A commitment to providing high-quality client service.

What's on Offer

• A competitive salary range of £35,000 - £50,000.
• A comprehensive benefits package (details to be confirmed).
• A supportive work environment in a professional services firm.
• Opportunities for professional development and career advancement.
• The chance to work in the lovely location of Ferndown.

We encourage all qualified candidates who are ready to grow their career in professional services to apply for this exciting opportunity in Ferndown.