Private Client Tax Manager

Apr 29, 2025
Guildford
Full Time
TPF Recruitment
Not Disclosed
Skills
Customer Assistance • Client Expectations • Client Requirements • Client Support • Action Strategy • Issue Resolution • Account Management • Client Relationships • Service Delivery • Client Service • Client Satisfaction • Client Management • Procedures • Service Level Agreements • New Client
The Role
Customer Assistance • Client Expectations • Client Requirements • Client Support • Action Strategy • Issue Resolution • Account Management • Client Relationships • Service Delivery • Client Service • Client Satisfaction • Client Management • Procedures • Service Level Agreements • New Client
Job Title: Private Client Tax Manager
Client: Accountancy Practice

The Role
Youll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work.

You will manage the portfolio of private clients trusts and partnerships delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client s unique circumstances. Additionally you will help train and supervise junior staff.

Responsibilities
  • Managing annual tax returns for assigned clients
  • Liaising with HM Revenue & Customs on behalf of clients
  • Handling a diverse range of personal tax assignments including tax forecasting residence and domicile considerations capital gains tax planning and enquiry work
  • Addressing client issues and queries promptly
  • Maintaining regular contact with clients
  • Managing billing responsibilities for your portfolio of clients trusts and partnerships
  • Collaborating with the team to meet deadlines and exceed client expectations
  • Training and supervising junior staff


Requirements

  • Strong team mentality with the ability to work independently
  • Qualified Tax Advisor (ATT/CTA) or qualified by experience
  • Experience in a private client/personal tax environment in practice
  • Proficiency with tax preparation software and HMRC online services
  • Excellent organisational skills and experience managing a busy client portfolio
  • Attention to detail and strong analytical and problemsolving skills
  • Confident and adaptable communication skills both written and verbal
  • Proactive and determined attitude
  • Strong client service orientation


Benefits

  • Competitive salary
  • Exciting opportunity to take on a newly created role
  • Collaborative team culture with support and genuine progression opportunities

For more information or a confidential conversation on your career options please contact Kourtney Luckett; ;.



ATT/ CTA / ACA Qualified / Part-Qualified Significant private client/ personal tax expertise Experience of managing a portfolio of clients