Private Client Tax Manager / Senior Manager

TPF Recruitment Ltd; England; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Direct access to partners

Autonomy in role

Career development opportunities

Job summary

TPF Recruitment Ltd. is partnering with a Sussex-based independent accountancy practice to recruit a Private Client Tax Manager or Senior Tax Manager.

This role focuses on managing an established portfolio of high net worth individuals, entrepreneurs, business owners and investors, delivering strategic tax planning and advisory services. You will work closely with partners, have genuine autonomy, and the opportunity to broaden experience into corporate tax and restructurings if of interest.

Qualifications

• CTA qualification, or equivalent relevant experience and qualifications.
• Experience in private client tax within an accountancy practice.
• Strong knowledge of income tax, CGT and IHT, including complex advisory matters.

Responsibilities

• Manage a portfolio of private clients, building strong, long term relationships.
• Provide tax planning advice covering income tax, capital gains tax, inheritance tax, trusts, property taxation and succession planning.
• Support complex advisory assignments, including international personal tax matters.
• Review personal tax returns and oversee compliance deadlines.
• Identify opportunities to provide proactive tax advice and add value for clients.
• Supervise and develop junior team members.
• Contribute to the continued growth of the private client tax department.

Skills

CTA qualification or equivalent

Strong private client tax experience

Portfolio management experience

Communication skills

Education

Advanced tax qualification or equivalent

Job description

Are you an experienced Private Client Tax professional looking for a role offering more than compliance?

We are working with a growing, independent accountancy practice in Sussex seeking a Private Client Tax Manager or Senior Tax Manager to join its expanding tax team.

This is an excellent opportunity to manage an established portfolio of high net worth individuals, entrepreneurs, business owners and investors, while working closely with the partners on a range of interesting tax advisory projects.

You'll have genuine autonomy, direct access to senior decision makers and the opportunity to help shape the development of the firm's private client tax offering. There is also scope to broaden your experience into corporate tax, business restructurings and share schemes, if of interest.

Key Responsibilities

• Manage a portfolio of private clients, building strong, long term relationships.
• Provide tax planning advice covering income tax, capital gains tax, inheritance tax, trusts, property taxation and succession planning.
• Support complex advisory assignments, including international personal tax matters.
• Review personal tax returns and oversee compliance deadlines.
• Identify opportunities to provide proactive tax advice and add value for clients.
• Supervise and develop junior team members.
• Contribute to the continued growth of the private client tax department.

Requirements

Ideally, you will have:

• CTA qualification, or equivalent relevant experience and qualifications.
• Strong private client tax experience within an accountancy practice.
• Good technical knowledge of income tax, CGT and IHT, including more complex advisory matters.
• Experience managing a portfolio and reviewing personal tax returns.
• Strong communication skills and the ability to explain technical matters clearly.
• A proactive, commercially minded approach, with an interest in developing client relationships.

Benefits

Salary: £50,000 - £70,000

You will be joining an independent and growing accountancy practice with an entrepreneurial outlook and a diverse client base.

The firm offers the technical variety and quality of work associated with a larger practice, while retaining a more personal, collaborative environment with direct access to the partners and fewer layers of hierarchy.

You will have the opportunity to influence the direction of the tax department, develop your own client relationships and take ownership of your work, with the support and autonomy needed to succeed.

For the right person, this is an opportunity to make a genuine contribution to the business while developing your advisory expertise and building a long term career.