Private Client Tax Manager

Weybridge Permanent £60,000 - £70,000 per year View Job Description
This is an excellent opportunity for a Private Client Tax Manager to take on a key role within a professional services firm in Weybridge. You will be responsible for managing a portfolio of private clients, providing high-quality tax advice, and ensuring compliance with relevant regulations.
  • Well established accountancy firm in Weybridge
  • Private Client Tax Manager role

About Our Client

Our client is a well established accountancy practice in Weybridge. They are committed to providing expert advice and tailored solutions to their diverse client base.

Job Description

  • Manage a portfolio of private clients, delivering tailored tax advice and solutions.
  • Prepare and review self-assessment tax returns and associated computations.
  • Advise clients on inheritance tax, capital gains tax, and other personal tax matters.
  • Assist with tax planning strategies to optimise clients' financial positions.
  • Ensure compliance with HMRC regulations and stay updated on changes in tax legislation.
  • Build and maintain strong client relationships, acting as a trusted advisor.
  • Provide support and guidance to junior team members as needed.
  • Collaborate with other departments to deliver a seamless client experience.

The Successful Applicant

A successful Private Client Tax Manager should have:

  • Professional qualifications in tax or accountancy, such as CTA, ATT, or ACCA.
  • Strong technical knowledge of personal tax and associated legislation.
  • Proven ability to manage client relationships effectively.
  • Experience in delivering tax planning advice to private clients.
  • Excellent attention to detail and strong analytical skills.
  • Ability to work independently and manage multiple priorities efficiently.

What's on Offer

  • Competitive salary ranging from £60,000 to £70,000 per annum.
  • Opportunity to work with a respected professional services firm in Weybridge.
  • Supportive and collaborative working environment.
  • Potential for career growth and development within the tax department.
  • Hybrid working.
Contact
Ryan Leggett
Quote job ref
JN-032026-6983157
Phone number
+44 162 260 4518

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Financial Services
Location
Weybridge
Contract type
Permanent
Consultant name
Ryan Leggett
Consultant phone
+44 162 260 4518
Job reference
JN-032026-6983157