Private Tax Manager

RGH-Global Ltd; East Midlands; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

An expanding accountancy practice in the East Midlands is seeking a Private Tax Manager to oversee a portfolio of private clients, including high-net-worth individuals. The successful candidate will provide expert tax advice on inheritance tax and capital gains tax, ensure compliance with tax legislation, and mentor junior staff within a collaborative team. Competitive salary and a supportive team culture are offered.

Benefits

Competitive salary

Private healthcare

Flexible working options

Career progression opportunities

Qualifications

• Minimum three years post-qualification experience in private client tax.
• Strong technical expertise in tax legislation, including inheritance tax and capital gains tax.
• Experience managing junior staff in a client-focused environment.

Responsibilities

• Manage a portfolio of private clients including trusts and estates.
• Deliver specialist advice on various personal tax matters.
• Ensure compliance with relevant tax legislation.

Skills

Tax planning

Client management

Interpersonal skills

Organizational skills

Education

CTA, ATT, ACA, or ACCA qualified

Job description

Salary: £50,000 - £65,000Locations: Multiple locations in the EastMidlandsJob Type: Permanent, Full-TimeA growing accountancy practice is looking for a Private Tax Manager to join its personal tax team. The successful candidate will manage a portfolio of private clients including high-net-worth individuals and trusts, provide expert tax advice, and lead junior team members in a collaborative environment.

Key Responsibilities

• Manage a portfolio of private clients, including trusts and estates.
• Deliver specialist advice on inheritance tax, capital gains tax, income tax, and personal allowances.
• Work closely with partners and managers on complex tax assignments.
• Provide coaching, support, and performance management for junior staff.
• Identify tax planning opportunities and cross-sell services.
• Ensure compliance with relevant tax legislation and internal standards.

Candidate Requirements

• CTA, ATT, ACA, or ACCA qualified with at least three years post-qualification experience in private client tax.
• Strong technical expertise in inheritance tax, capital gains tax, trusts, and personal tax planning.
• Experience managing people and delivering client-focused service.
• Excellent interpersonal and organisational skills.
• Ability to manage multiple projects and deadlines effectively.

What We Offer

• Competitive salary and benefits package.
• Benefits including annual leave buying/selling, private healthcare and more than standard annual leave.
• Career progression and fully funded CPD opportunities.
• Flexible working and multiple office location options.
• Supportive, inclusive team culture.