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Private Client Tax Manager

Wimbledon Permanent £60,000 - £67,500 per year View Job Description
The Private Client Tax Manager will oversee and manage a portfolio of private clients, ensuring compliance with tax regulations and delivering tailored advisory services. This role is ideal for a professional with expertise in tax planning and a commitment to providing high-quality service in the professional services industry.
  • Well established accountancy practice in Wimbledon
  • Private Client Tax Manager role

About Our Client

This opportunity is with a well-established accountancy firm based in Wimbledon. They provide comprehensive tax and advisory services to a diverse client base, combining technical expertise with a client-focused approach.

Job Description

  • Manage a portfolio of private clients, providing bespoke tax planning and compliance services.
  • Prepare and review personal tax returns, ensuring accuracy and adherence to regulations.
  • Advise clients on tax-efficient strategies, inheritance tax planning, and wealth preservation.
  • Act as the primary point of contact for client queries, delivering timely and professional responses.
  • Collaborate with other departments to provide integrated financial and tax solutions.
  • Keep up-to-date with changes in tax legislation and ensure clients are informed of relevant developments.
  • Support and mentor junior staff, ensuring their professional development and performance.
  • Identify opportunities for business development and contribute to the growth of the tax department.

The Successful Applicant

A successful Private Client Tax Manager should have:

  • Professional qualifications such as ACA, ACCA, ATT or CTA.
  • Strong technical knowledge of UK private client tax legislation.
  • Proven ability to manage a client portfolio within the professional services industry.
  • Excellent communication skills to build and maintain client relationships.
  • Attention to detail and a proactive approach to identifying client needs.

What's on Offer

  • Competitive salary ranging from £60,000 to £67,500 per annum.
  • Opportunities for career progression within the professional services industry.
  • Supportive and collaborative working environment in Wimbledon.
  • Comprehensive training and development opportunities.
  • Exposure to a diverse and prestigious client base.
  • Hybrid working.



Contact
Ryan Leggett
Quote job ref
JN-032026-6970210
Phone number
+44 162 260 4518

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Financial Services
Location
Wimbledon
Contract type
Permanent
Consultant name
Ryan Leggett
Consultant phone
+44 162 260 4518
Job reference
JN-032026-6970210