Private Client Tax Manager - Hybrid, Career Growth

ACCA Careers; Crawley; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Competitive salary £55,000–£70,000 per

Comprehensive benefits package

Training & career development

Hybrid working

Job summary

ACCA Careers in Crawley is seeking a Private Client Tax Manager to oversee a portfolio of private clients, ensuring compliant and optimised tax affairs. You will deliver expert advice on inheritance tax and capital gains tax planning and prepare self-assessment returns.

Join a medium-sized team offering ongoing training, a collaborative culture, and hybrid working in Crawley. A CTA/ACA/ACCA qualification and strong client-facing skills are essential.

Qualifications

• CTA/ACA/ACCA qualification required and strong technical knowledge of private client tax (IHT & CGT).
• Proven experience managing a portfolio of private clients with tax advisory focus.
• Excellent organisational skills and meticulous attention to detail.
• Proactive approach to identifying and implementing tax planning opportunities.
• Strong communication skills to build and maintain client relationships.

Responsibilities

• Manage a portfolio of private clients, ensuring their tax affairs are compliant and optimised.
• Provide expert advice on inheritance tax and capital gains tax planning.
• Prepare and review self-assessment tax returns to ensure accuracy and compliance.
• Build and maintain strong client relationships, offering tailored tax solutions to meet their needs.
• Support junior team members by providing guidance and sharing technical expertise.
• Identify opportunities for tax planning and communicate these effectively to clients.
• Keep up to date with changes in tax legislation and ensure clients are informed of relevant updates.
• Collaborate with other departments to offer a holistic business services approach.

Skills

Portfolio management

Tax advisory

Client relationships

Attention to detail

Proactive planning

Education

CTA/ACA/ACCA

Job description

ACCA Careers in Crawley is seeking a Private Client Tax Manager to oversee a portfolio of private clients, ensuring compliant and optimised tax affairs. You will deliver expert advice on inheritance tax and capital gains tax planning and prepare self-assessment returns.

Join a medium-sized team offering ongoing training, a collaborative culture, and hybrid working in Crawley. A CTA/ACA/ACCA qualification and strong client-facing skills are essential.