Private Client Tax Senior

Insite Public Practice Recruitment Limited; Lancashire; On-site; GBP 35,000 - 45,000; Full time

Job summary

Insite Public Practice Recruitment Limited in Manchester is seeking a Private Client Tax Senior to join a growing team. You will manage a portfolio of private clients and develop advisory exposure beyond compliance.

The role offers exposure to HNW individuals, entrepreneurs and business owners, with opportunities to progress and build toward management while developing IHT and estate planning knowledge.

Qualifications

• Private client tax experience within UK accountancy practice.
• ACA, ACCA or CTA qualification/part-qualification.
• Personal tax compliance experience.
• Good Income Tax and CGT knowledge.
• Interest in IHT and advisory work.
• Strong communication skills and client-facing ability.

Responsibilities

• Managing your own portfolio of private clients.
• Preparing and reviewing personal tax returns.
• Advising on Income Tax and CGT.
• Developing IHT knowledge and advisory work.
• Supporting trusts and estate planning.
• Working with entrepreneurs and business owners.
• Assisting with succession and family wealth planning.
• Identifying tax planning opportunities.
• Direct client interaction and collaboration with advisers.
• Supporting Managers and Directors on complex advisory work.
• Developing junior team members.

Skills

Private client tax

Client communication

Business advisory

Commercial awareness

Education

ACA/ACCA/CTA qualification

Job description

Private Client Tax Senior - Manchester

£35,000 - £45,000 + benefits

Location: Manchester
Role: Private Client Tax Senior

More than compliance. More client exposure. More opportunity.

If you're a Private Client Tax Senior who feels like you're ready for more responsibility and broader exposure, this could be worth a look.

We're working with an established Manchester practice looking for someone who wants to build their career around people, advice and interesting tax work.

You'll work with HNW individuals, entrepreneurs and business owners and have the opportunity to develop beyond traditional personal tax compliance.

What will you get involved in?

Your experience could include:

• Managing your own portfolio of private clients.
• Preparing and reviewing personal tax returns.
• Advising on Income Tax and CGT.
• Developing your IHT knowledge.
• Supporting trusts and estate planning.
• Working with entrepreneurs and business owners.
• Supporting business sales and disposals.
• Assisting with succession and family wealth planning.
• Identifying tax planning opportunities.
• Working directly with clients and their professional advisers.
• Supporting Managers and Directors on complex advisory work.
• Developing junior members of the team.

The clients

You'll gain exposure to:

HNW Individuals Entrepreneurs Business Owners Families Shareholders Trusts

The aim is to give you the opportunity to understand the bigger picture behind the tax return and develop the skills needed to become a trusted adviser.

Who are we looking for?

You could be an experienced Private Client Tax Senior or a strong Semi-Senior ready to progress.

You'll ideally have:

• Private client tax experience within UK accountancy practice.
• ACA, ACCA or CTA qualification/part-qualification.
• Personal tax compliance experience.
• Good Income Tax and CGT knowledge.
• An interest in IHT and advisory work.
• Strong communication skills.
• Confidence dealing with clients.
• A desire to develop commercially.
• Ambition to progress.

What's in it for you?

This isn't simply another Senior role.

You'll get the opportunity to:

• Own your client relationships.
• Gain real advisory exposure.
• Work with HNW individuals and entrepreneurs.
• Develop your technical expertise.
• Learn directly from experienced Managers and Directors.
• Get involved in more complex private client projects.
• Build towards Assistant Manager and beyond.

Package

£35,000 - £45,000 + benefits, depending on experience.