Tax Manager – Private Clients

ProTalent Limited; Worthing; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

9% pension contributions

Study packages

Progression opportunities

Job summary

ProTalent Limited in Worthing is recruiting a Tax Manager within the Private Client Services team. You will manage your own portfolio, handle tax compliance including annual returns, and provide tax advice to clients.

You will support colleagues during busy periods and prepare technical analyses with specialists when needed, ensuring client administration and risk procedures are followed. Opportunities to work on corporate tax matters exist.

Qualifications

• CTA qualified, or ATT/ACCA/ACA with tax experience.
• Excellent organisational skills.
• Confident speaking with clients face to face or on the phone.
• Professional competence.

Responsibilities

• Manage own portfolio of private clients and handle tax compliance for the portfolio.
• Prepare annual tax returns and provide tax advice to clients.
• Support colleagues in the team during busy periods.
• Prepare technical analyses and involve specialists to prepare or review tax advice.
• Coordinate with client administrators to ensure client administration and risk procedures are followed.
• Collaborate with local solicitors to assist with client tax matters.

Skills

CTA qualified

Tax experience

Client communication

Organisation

Education

CTA or ATT/ACCA/ACA

Job description

Tax Manager – Private Clients

ProTalent are currently working with a Chartered Accountancy firm in Worthing looking to recruit a Tax Manager.

The firm:

• Award winning Chartered Accountants, Chartered Tax Advisers, Business Consultants and Independent Financial Advisers
• Well established accountancy practice.
• Diverse and loyal client base from a wide range of industries

The role:

• Working within the Private Client Services team
• Managing own portfolio of clients
• Working on tax compliance relating to the client portfolio, including work on annual tax returns and associated tax advice to clients
• Provide support to others in the team where they need help, especially during busier periods
• Preparing technical analysis and involving specialists within the team, where appropriate, to prepare or review tax advice.
• Work with client administrators to ensure client administration and risk procedures are completed appropriately
• Working with local solicitors to assist them with tax matters on their clients
• There is opportunity to work on corporate tax matters and other business-related taxes
• Ability to identify and resolve technical issues, or escalation as appropriate

The successful applicant:

• Would be CTA qualified, but would consider applicants who are ATT / ACCA / ACA qualified with Tax experience
• Excellent organisational skills
• Have the confidence to speak to clients either face to face or on the telephone
• Professional competence

Benefits:

• 9% pension contributions
• Study packages are available
• Opportunity to progress your skills and experience