Private Client Tax Manager | Senior Manager

3 weeks ago

St Albans, United Kingdom Distinct Full time

A top 40 accountancy firm is looking for a Tax Manager to join their expanding team. Known for its expertise in private client tax and financial planning, the firm offers a collaborative and supportive work environment with offices across the UK.


Key Responsibilities:

  • Manage a portfolio of HNWIs, handling income tax, capital gains tax, and PAYE coding.
  • Review and submit Self-Assessment tax returns.
  • Provide expert advice on inheritance tax, income tax, and capital gains tax planning.
  • Assist in preparing advisory reports on IHT planning, UK trusts, and business structures.
  • Liaise with clients and HMRC on inquiries and disclosures.
  • Attend client meetings, manage follow-up actions, and ensure deadlines are met.
  • Support business development activities through networking.


Benefits:

  • Hybrid working for a better work-life balance.
  • Competitive salary and benefits package.
  • Continuous professional development and training.
  • Work in a collaborative and supportive team.
  • Exposure to a diverse and international client portfolio.


Requirements:

  • CTA qualified with 5+ years of private client tax experience.
  • Excellent communication and organizational skills.
  • Ability to work independently and prioritize tasks effectively.
  • Proficiency in Word, Excel, and CCH software.


If you're seeking a new challenge in a progressive firm with strong growth potential, this could be the opportunity for you

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