Private Client Tax Senior Manager

ACCA Careers; Cambridge; On-site; GBP 75,000 - 85,000; Full time

Benefits offered by this job

Salary £75k–£85k

Benefits package £5k

Small team environment

Permanent position

Cambridge location

Job summary

ACCA Careers is seeking a Private Client Tax Senior Manager based in Cambridge to lead a team and provide expert advice on high-net-worth individuals within a Professional Services firm. The role focuses on strategic tax planning, client service, and mentorship, offering permanent employment with a strong culture of collaboration.

You will manage client portfolios, oversee personal tax returns, and stay up-to-date with UK tax changes while delivering exceptional client service and developing

Qualifications

• Must hold professional accounting or tax qualification (CTA/ACA/ACCA).
• Experience managing private client portfolios in professional services.
• Strong leadership and mentoring abilities.
• Excellent communication and client relationship skills.
• UK tax knowledge, particularly personal/private client taxation.

Responsibilities

• Manage a portfolio of private clients and provide strategic tax advice.
• Oversee personal tax returns preparation and timely submission.
• Advise on inheritance tax, capital gains and other complex tax matters.
• Build and maintain relationships with clients with tailored solutions.
• Lead and mentor a team of tax professionals.
• Identify opportunities to enhance client services and processes.
• Stay updated on tax legislation and inform clients of implications.
• Collaborate with other departments to deliver seamless service.

Skills

Tax advisory

Portfolio management

Leadership

Client relationship

Communication

Problem solving

Education

CTA/ACA/ACCA

Job description

The role of Private Client Tax Senior Manager involves providing expert advice and managing tax affairs for high-net-worth individuals within the Professional Services industry. Based in Cambridge, this is a fantastic opportunity to lead a team and deliver exceptional client service in a permanent position.

Client Details

The employer is a well-established, small-sized organisation within the Professional Services sector, specialising in Accounting & Finance. They are known for their tailored approach to client needs and commitment to fostering a supportive and professional working environment.

Description

• Manage a portfolio of private clients, ensuring compliance with tax regulations and providing strategic advice.
• Oversee the preparation and submission of personal tax returns, ensuring accuracy and timeliness.
• Provide expert guidance on inheritance tax, capital gains tax, and other complex tax matters.
• Build and maintain strong relationships with clients, offering solutions tailored to their unique needs.
• Lead and mentor a team of tax professionals, fostering professional growth and development.
• Identify opportunities to enhance client services and improve internal processes.
• Stay updated on changes in tax legislation and ensure clients are informed of any implications.
• Collaborate with other departments to provide a seamless service for clients.

Profile

• Strong technical knowledge of UK tax laws, particularly in personal and private client taxation.
• Proven experience managing a client portfolio within the Professional Services industry.
• Excellent leadership skills with a track record of mentoring and developing teams.
• Exceptional communication and interpersonal skills to maintain and grow client relationships.
• A professional qualification in accounting or tax (e.g., CTA, ACA, or ACCA).
• A proactive approach to problem-solving and the ability to work independently.

Job Offer

• Competitive salary ranging from £75,000 to £85,000 per annum.
• Additional benefits package worth £5,000.
• Opportunity to work in a small-sized, collaborative team environment.
• Permanent position offering stability and career progression.
• Convenient location in Cambridge with a focus on work-life balance.