The Private Client Tax Manager role requires expertise in managing and advising on personal tax matters within the professional services industry. Based in Alton, this position offers an excellent opportunity for a tax professional to deliver comprehensive client services.
Client Details
This role is with a small-sized professional services firm specialising in delivering tailored tax and accounting solutions. The organisation is known for its commitment to providing high-quality services to its clients while fostering a professional and supportive work environment.
Description
* Responsible for tax planning and advisory work for a portfolio of clients, including transactional tax issues, succession planning, sale/exit planning
* Identifying opportunities and working with the clients
* Dealing with ad-hoc queries from the General Practice clients
* Assisting with ad-hoc advisory work
* Following established procedures for workflows and updating these when necessary
* Dealing with tax enquiries
* Conducting technical research
* Liaising with Directors
* Managing their own workload
Profile
ATT with good tax experience, have experience of working in a small or mid-tier accountancy practice with exposure to owner-managed businesses and personal tax matters (including HNWIs), researching technical issues, and providing tax advisory services, as well as a broad and general tax knowledge of all aspects of direct taxes.
Job Offer
*A competitive salary in the range of £55000 to £60000, depending on experience.
*Permanent role based in Alton with opportunities for professional growth.
*Hybrid working.