Private Client Tax Manager
Mar 14, 2025
Skills
Customer Service • Client Expectations • Client Requirements • Client Support • Action Plans • Issue Resolution • Account Management • Client Relationships • Service Delivery • Client Service • Client Satisfaction • Client Management • Procedures • Service Level Agreements • New Clients
The Role
Customer Service • Client Expectations • Client Requirements • Client Support • Action Plans • Issue Resolution • Account Management • Client Relationships • Service Delivery • Client Service • Client Satisfaction • Client Management • Procedures • Service Level Agreements • New Clients
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
- Salary circaper annum depending on experience and qualification status
- 25 days holiday plus bank holidays
- Hybrid working policy
- dress for your day policy
- Paid overtime.
Please contact Joe Potter on(tel)(mob) or via LinkedIn for a confidential conversation.
Refer a friend...
We re keen to remain the leading provider of the best accountancy talent in the SouthEast. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We re looking to work with the best accountancy practice and tax staff in the SouthEast so if your friends family or colleagues are considering a new opportunity and can demonstrate relevant experience wed love to speak to them.
For every candidate you refer and we subsequently place into a permanent position we will give you up to 500 of Love2Shop vouchers. (Terms & Conditions apply).
ACCA / ACA / ATT or CTA qualified. Previous experience in personal tax compliance and planning is advantageous. Solid experience working within an accountancy practice. Ideally, 5+ years of experience in Personal Tax. Excellent communication skills.
