Private Tax Manager

RGH-Global Limited; Grantham; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy firm is seeking a Private Tax Manager to oversee a portfolio of private clients, including high-net-worth individuals. The role involves delivering specialist tax advice and managing junior team members in a collaborative environment. The ideal candidate will have a CTA, ATT, ACA, or ACCA qualification along with strong technical expertise in various tax disciplines. This position offers a competitive salary and progression opportunities within a dynamic team.

Benefits

Competitive salary and benefits package

Flexible working options

Career progression opportunities

Fully funded CPD opportunities

Qualifications

• 3+ years of experience in private client tax.
• Strong expertise in capital gains tax and personal tax planning.
• Ability to manage multiple projects and deadlines.

Responsibilities

• Manage a portfolio of private clients including trusts.
• Deliver advice on inheritance tax and income tax.
• Coach and support junior staff.

Skills

Technical expertise in inheritance tax

Client management skills

Interpersonal skills

Organisational skills

Education

CTA, ATT, ACA, or ACCA qualified

Job description

Social network you want to login/join with:

Locations: Multiple locations in the East Midlands

Job Type: Permanent, Full-Time

We are delighted to be partnered with a leading Accountancy Firm who are looking to grow their East Midlands teams. If you are looking to join a company with ambitious growth plans and a range of internal progression opportunities, this could be the role for you!

Our client 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's On 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.