Private Client Tax Manager - Remote / Milton Keynes

Michael Page; Bletchley; Remote; GBP 45,000 - 70,000; Full time

Job summary

A leading professional services firm is seeking a Private Client Tax Manager to provide expert advice to high-net-worth individuals. The successful candidate will manage client portfolios, ensuring compliance while identifying opportunities for additional services. This role offers competitive salary, flexible benefits, and a supportive company culture enabling career progression.

Benefits

Competitive salary

Flexible benefits

Generous holiday allowance

Supportive company culture

Opportunities for career progression

Ongoing professional development and training

Qualifications

• Recognised tax or accounting qualification such as ATT, CTA, ACA.
• Proven expertise in private client tax compliance and advisory.
• Proactive approach to problem-solving and identifying opportunities.

Responsibilities

• Provide tailored tax planning and compliance advice to private clients.
• Review and prepare personal tax returns ensuring accuracy.
• Build and maintain strong relationships with clients.

Skills

Communication

Client Relationship Management

Tax Compliance

Tax Planning

Advisory Services

Education

ATT

CTA

ACA

Job description

The Private Client Tax Manager role offers a fantastic opportunity for a tax professional to work within a leading practice firm, focusing on providing expert advice to private clients. This position requires a strong understanding of tax compliance and planning, alongside the ability to manage client relationships effectively.

Client Details

This opportunity is with a reputable professional services organisation that specialises in offering a range of expert advisory and consultancy services. The company operates as part of a large organisation with a well-established presence in the industry, known for its focus on quality and client satisfaction.

Description

• Provide tailored tax planning and compliance advice to private clients, including high-net-worth individuals and business owners.
• Review and prepare personal tax returns, ensuring accuracy and adherence to regulatory requirements.
• Build and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters.
• Identify opportunities for additional advisory services and communicate these effectively to clients.
• Collaborate with internal teams to deliver a seamless and comprehensive service to clients.
• Manage a portfolio of clients, ensuring deadlines are met and work is delivered to a high standard.
• Provide technical guidance and support to junior team members as needed.
• Stay up-to-date with changes in tax legislation and ensure compliance with current regulations.

Profile

A successful Private Client Tax Manager should have:

• A recognised tax or accounting qualification, such as ATT, CTA, ACA etc.
• Proven expertise in private client tax, including compliance and advisory work.
• Excellent communication skills and the ability to build strong client relationships.
• A proactive approach to identifying opportunities and solving client challenges.
• A solid understanding of tax legislation and its practical application.

Job Offer

• A competitive salary.
• Flexible benefits, allowing you to tailor a package suited to your needs.
• Generous holiday allowance to support work-life balance.
• A supportive company culture with opportunities for career progression.
• Access to ongoing professional development and training.

This is a brilliant opportunity to advance your career in the professional services industry. If you're based in or around Milton Keynes and have the skills for this Private Client Tax Manager role, we encourage you to apply today!