Private Client Tax Manager - Peterborough

Clark Wood; Peterborough; On-site; GBP 65,000 - 90,000; Full time

Job summary

Clark Wood are currently recruiting a Private Client Tax Manager for their Peterborough office. You will manage a portfolio of high net worth clients, focusing on self-assessment and advisory work, with supervision of junior staff.

The ideal candidate is ATT or CTA qualified with at least 5 years' hands-on experience in Personal Tax within a practice environment, and you will report into the Tax Partner as part of a growing team.

Qualifications

• 5+ years' experience in Personal Tax within a practice environment.

Responsibilities

• Manage a private client portfolio, focusing on self-assessment tax returns and advisory services.
• Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
• Contribute to departmental initiatives and training programs.
• Support Tax Partners and identify cross-selling opportunities.
• Maintain up-to-date technical knowledge and participate in marketing activities.

Education

ATT or CTA Qualified

Job description

Private Client Tax Manager - Peterborough (RC-19074-1)

Location Peterborough, England Sector Accountancy (Qualified) Salary Highly Competitive

Private Client Tax Manager - Peterborough

Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression?

Situated in Peterborough, this well-known accountancy firm are currently recruiting for a technically strong Private Client Tax Manager. The role would suit either a qualified Manager looking to take their next step, or someone already working in a supervisory/ managerial position. The firm have a growing client base driven by good marketing work and a high number of referrals.

The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report into the Tax Partner. You will be tasked with supervising a small team, working on ad hoc tax advisory projects as well as other compliance focused areas (Income Tax, Capital Gains Tax, Inheritance Tax & Trusts). You will also be expected to conduct technical research for the use and benefit of your team.

Key Responsibilities:

• Manage a private client portfolio, focusing on self-assessment tax returns and advisory services.
• Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
• Contribute to departmental initiatives and training programs.
• Support Tax Partners and identify cross-selling opportunities.
• Maintain up-to-date technical knowledge and participate in marketing activities.

Ideal Candidate:

• ATT or CTA Qualified with at least 5 years' experience in Personal Tax within a practice environment.

The Peterborough office is commutable from areas all over Cambridgeshire, Stamford, Market Deeping, March, Huntingdon, Spalding etc.

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