Private Client Tax Manager
other jobs Michael Page Finance
Added before 8 Days
- England,South East,West Sussex,Crawley
- Full Time, Permanent
- £55,000 - £70,000 per annum
Job Description:
Full job descriptionThe Private Client Tax Manager will oversee and manage private client tax matters, ensuring compliance and providing expert advice to clients. This role is ideal for individuals with a strong background in tax services and a proven ability to deliver tailored solutions.
Client Details
This role is with a respected accountancy firm that specialises in providing expert tax solutions and advisory services. With a medium-sized team, the company prides itself on delivering exceptional client service and fostering professional development within its workforce.
Description
*Manage a portfolio of private clients, ensuring their tax affairs are compliant and optimised.
*Provide expert advice on complex tax matters, including inheritance tax and capital gains tax planning.
*Prepare and review self-assessment tax returns to ensure accuracy and compliance.
*Build and maintain strong client relationships, offering tailored tax solutions to meet their needs.
*Support junior team members by providing guidance and sharing technical expertise.
*Identify opportunities for tax planning and communicate these effectively to clients.
*Keep up to date with changes in tax legislation and ensure clients are informed of relevant updates.
*Collaborate with other departments to offer a holistic business services approach.
Profile
A successful Private Client Tax Manager should have:
*A professional tax qualification such as CTA, ACA or ACCA.
*Strong technical knowledge of private client tax, including inheritance tax and capital gains tax.
*Proven experience managing a portfolio of private clients.
*Excellent organisational skills and attention to detail.
*A proactive approach to identifying and implementing tax planning opportunities.
*Strong communication skills to build and maintain client relationships.
Job Offer
*Competitive salary ranging from £55,000 to £70,000 per annum.
*Comprehensive benefits package to support your professional and personal needs.
*Opportunities for ongoing training and career development.
*Supportive and collaborative company culture based in Crawley.
*Hybrid working.
Client Details
This role is with a respected accountancy firm that specialises in providing expert tax solutions and advisory services. With a medium-sized team, the company prides itself on delivering exceptional client service and fostering professional development within its workforce.
Description
*Manage a portfolio of private clients, ensuring their tax affairs are compliant and optimised.
*Provide expert advice on complex tax matters, including inheritance tax and capital gains tax planning.
*Prepare and review self-assessment tax returns to ensure accuracy and compliance.
*Build and maintain strong client relationships, offering tailored tax solutions to meet their needs.
*Support junior team members by providing guidance and sharing technical expertise.
*Identify opportunities for tax planning and communicate these effectively to clients.
*Keep up to date with changes in tax legislation and ensure clients are informed of relevant updates.
*Collaborate with other departments to offer a holistic business services approach.
Profile
A successful Private Client Tax Manager should have:
*A professional tax qualification such as CTA, ACA or ACCA.
*Strong technical knowledge of private client tax, including inheritance tax and capital gains tax.
*Proven experience managing a portfolio of private clients.
*Excellent organisational skills and attention to detail.
*A proactive approach to identifying and implementing tax planning opportunities.
*Strong communication skills to build and maintain client relationships.
Job Offer
*Competitive salary ranging from £55,000 to £70,000 per annum.
*Comprehensive benefits package to support your professional and personal needs.
*Opportunities for ongoing training and career development.
*Supportive and collaborative company culture based in Crawley.
*Hybrid working.
Job number 4191917
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