Private Tax Manager

RGH-Global Limited; Grantham; On-site; GBP 60,000 - 80,000; Full time

Job summary

Join a dynamic firm as a Private Tax Manager, where you'll provide essential UK private tax support and advice to clients. This role emphasizes leadership, client engagement, and technical expertise, allowing you to guide teams, manage client portfolios, and drive business growth. You'll work closely with clients to solve complex issues while mentoring your team and ensuring projects are delivered on time and within budget. If you're self-motivated and passionate about continuous learning, this is an exciting opportunity to make a significant impact in the field of private tax management.

Qualifications

• 3+ years of post-qualification experience in private tax management.
• Familiarity with inheritance tax, capital gains, and income tax.

Responsibilities

• Mentor teams, set goals, and conduct performance reviews.
• Manage client portfolios and strengthen relationships.

Skills

Client Engagement

Leadership

Technical Expertise

Time Management

Budget Management

Self-Motivation

Education

ACA qualification

ACCA qualification

CTA qualification

ATT qualification

Job description

Step into the role of a Private Tax Manager, providing essential UK private tax support and advice to clients. Your job is to keep client relationship managers updated and aware of project developments, escalating issues as needed.

Role Breakdown:

• Leadership: Guide your service line according to company values, assist directors with target achievement, and help your teams meet their goals.
• Client Engagement: Daily client interactions to solve complex issues.
• Technical Expertise: Share your knowledge both internally and externally to boost performance.

Responsibilities:

• Team Development: Mentor and review your teams work, set goals, conduct performance reviews, and offer regular feedback.
• Client Management: Handle a complete client portfolio, identify and solve complex issues, and strengthen client relationships by cross-selling services.
• Collaboration: Work with team members to define client needs, ensuring projects are completed on time and within budget. Keep directors informed and escalate issues when necessary.
• Business Growth: Network to find new clients, identify business opportunities, participate in marketing, pitch for new business, and prepare tender documents.

Skills and Experience:

• ACA, ACCA, CTA, or ATT qualification with at least three years of post-qualification experience.
• Familiar with inheritance tax, capital gains, allowances, trusts, income tax, and incorporation.
• Effective management of budgets, billing, and debtors.
• Strong time management for ongoing work.
• Organized with good time and budget management.
• Self-motivated for continuous learning and development.