Private Client Tax Senior Manager
other jobs Michael Page Finance
Added before 4 Days
- England,South East,Surrey
- Full Time, Permanent
- £65,000 - £75,000 per annum
Job Description:
This is an excellent opportunity for a Private Client Tax Senior Manager to join a thriving professional services firm. The role focuses on providing expert tax advice and compliance services to a portfolio of private clients in Surbiton.
Client Details
This professional services firm operates as a mid-sized organisation with a strong reputation for delivering high-quality tax advisory and compliance services. They are committed to providing tailored solutions to their clients and fostering a collaborative and supportive working environment.
Description
*Manage and oversee a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
*Provide expert advice on personal tax matters, including inheritance tax, capital gains tax, and income tax planning.
*Build and maintain strong relationships with clients, acting as their trusted advisor.
*Review and sign off tax returns prepared by junior team members.
*Identify tax planning opportunities and deliver tailored solutions for clients.
*Support the development of junior team members through mentoring and training initiatives.
*Keep up to date with changes in tax legislation and ensure compliance with regulatory standards.
*Contribute to the growth and development of the tax department by identifying new business opportunities.
Profile
A successful Private Client Tax Senior Manager should have:
*A professional qualification such as CTA, ACA, or equivalent.
*Extensive experience in private client tax within the professional services industry.
*Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
*Proven ability to manage a portfolio of clients and deliver high-quality service.
*Excellent communication and interpersonal skills to build and maintain client relationships.
*A proactive approach to identifying tax planning opportunities.
Job Offer
*Competitive salary of £65,000 to £75,000 per annum, depending on experience.
*Opportunities for career progression within the tax department.
*A supportive and collaborative team environment in the Surbiton office.
*Access to ongoing professional development and training programmes.
*Bonus scheme.
*Hybrid working.
Client Details
This professional services firm operates as a mid-sized organisation with a strong reputation for delivering high-quality tax advisory and compliance services. They are committed to providing tailored solutions to their clients and fostering a collaborative and supportive working environment.
Description
*Manage and oversee a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
*Provide expert advice on personal tax matters, including inheritance tax, capital gains tax, and income tax planning.
*Build and maintain strong relationships with clients, acting as their trusted advisor.
*Review and sign off tax returns prepared by junior team members.
*Identify tax planning opportunities and deliver tailored solutions for clients.
*Support the development of junior team members through mentoring and training initiatives.
*Keep up to date with changes in tax legislation and ensure compliance with regulatory standards.
*Contribute to the growth and development of the tax department by identifying new business opportunities.
Profile
A successful Private Client Tax Senior Manager should have:
*A professional qualification such as CTA, ACA, or equivalent.
*Extensive experience in private client tax within the professional services industry.
*Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
*Proven ability to manage a portfolio of clients and deliver high-quality service.
*Excellent communication and interpersonal skills to build and maintain client relationships.
*A proactive approach to identifying tax planning opportunities.
Job Offer
*Competitive salary of £65,000 to £75,000 per annum, depending on experience.
*Opportunities for career progression within the tax department.
*A supportive and collaborative team environment in the Surbiton office.
*Access to ongoing professional development and training programmes.
*Bonus scheme.
*Hybrid working.
Job number 3697981
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Company Details:
Michael Page Finance
Company size: 5,000 employees
Industry: Accountancy (Qualified)
Michael Page Finance has been helping to shape successful careers and placing top talent into their dream roles since 1976. We specialise in the perma...