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Private Client Tax Manager

Guildford Permanent £65,000 - £85,000 per year View Job Description
We are seeking a Private Client Tax Manager to join a professional services firm in South West London. This role requires expertise in managing personal tax matters for high-net-worth individuals and providing tailored tax planning advice.
  • Well established independent practice in South West London
  • Private Client Tax Manager role

About Our Client

The hiring company is a well-established firm operating in the accountancy industry. They have a reputation for delivering exceptional tax and financial advisory services and are known for their commitment to excellence.

Job Description

  • Manage a portfolio of private clients, including high-net-worth individuals, ensuring their tax affairs are compliant and efficient.
  • Provide bespoke tax planning advice tailored to each client's personal and financial circumstances.
  • Oversee the preparation and review of self-assessment tax returns.
  • Advise on inheritance tax, capital gains tax, and income tax matters, ensuring clients benefit from effective planning strategies.
  • Identify opportunities for tax savings and make recommendations to clients.
  • Build and maintain strong client relationships, acting as a trusted advisor.
  • Support junior team members with technical guidance and mentoring.
  • Stay updated on changes in tax legislation and ensure compliance within the department.

The Successful Applicant

A successful Private Client Tax Manager should have:

  • A professional qualification such as CTA, ACA, or equivalent.
  • Proven experience in private client tax within the accountancy industry.
  • Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
  • Excellent client management and communication skills.
  • A proactive approach to identifying tax planning opportunities.
  • Ability to manage a portfolio and meet deadlines effectively.
  • Experience in mentoring or managing junior team members.

What's on Offer

  • Competitive salary ranging from £65,000 to £85,000 per annum.
  • Opportunity to work with a respected professional services firm in South West London.
  • Challenging and rewarding role within the tax department.
  • Supportive work environment with opportunities for professional growth.
  • Permanent position offering stability and career development.
  • Hybrid working.



Contact
Ryan Leggett
Quote job ref
JN-122025-6907127
Phone number
+44 162 260 4518

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Financial Services
Location
Guildford
Contract type
Permanent
Consultant name
Ryan Leggett
Consultant phone
+44 162 260 4518
Job reference
JN-122025-6907127