Private Client Tax Manager

4 weeks ago

Hampshire, United Kingdom TPF Recruitment Full time
TPF Recruitment is delighted to be representing a prestigious firm of Chartered Tax Advisors based in Basingstoke. Renowned for their expertise in providing tailored tax solutions the firm specializes in advising highnetworth individuals families and businesses on complex tax matters both domestically and internationally. They pride themselves on their personalized approach and commitment to delivering exceptional client service.

We are seeking an experienced Private Client Tax Manager and Offshore Trust Specialist to join our client s dynamic team. The successful candidate will play a crucial role in managing and advising on all aspects of private client tax and offshore trust matters. This is a unique opportunity for a driven professional to advance their career within a supportive and forwardthinking environment.

This role is suitable for any Private Client or Personal Tax Seniors Assistant Managers or Managers who have experience working with offshore trusts and are keen to develop their career with a specialist firm of Chartered tax Advisors. based in Basingstoke.

Key Responsibilities:
  • Manage a portfolio of private clients providing comprehensive tax advice and planning services.
  • Specialize in offshore trust structuring compliance and advisory services.
  • Develop and maintain strong client relationships acting as a trusted advisor on complex tax issues.
  • Ensure compliance with UK tax legislation and relevant offshore jurisdictions.
  • Lead and mentor junior staff providing guidance and support in their professional development.
  • Work closely with other departments within the firm to deliver integrated services to clients.
  • Stay abreast of changes in tax legislation and ensure clients are informed of any impacts on their tax position.
  • Assist in business development activities including networking and identifying opportunities for new client engagements.

Requirements
  • ACA/ACCA/CTA/ATT qualified or equivalent.
  • Extensive experience in private client tax with a focus on offshore trusts.
  • Proven track record of managing a diverse client portfolio.
  • Indepth knowledge of UK tax legislation and offshore trust structures.
  • Excellent communication and interpersonal skills with the ability to build rapport with clients.
  • Strong analytical and problemsolving abilities.
  • Ability to work independently and as part of a team.
  • Proactive approach with a commitment to providing exceptional client service.

Benefits
  • Salary circaper annum depending on experience and qualification status. For candidates at different stages in their careers this is negotiable provided you possess relevant experience.
  • Opportunities for professional development and career progression.
  • Supportive and collaborative working environment.
  • Exposure to a diverse and highprofile client base.
  • Study support towards a CTA qualification (if desired).
  • Hybrid working.
  • Flexible start/finish times.

Please contact Joe Potter on(tel)(mob) or via LinkedIn for a confidential conversation.

Refer a friend...

We re keen to remain the leading provider of the best accountancy talent in the SouthEast. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We re looking to work with the best accountancy practice and tax staff in the SouthEast so if your friends family or colleagues are considering a new opportunity and can demonstrate relevant experience wed love to speak to them.

For every candidate you refer and we subsequently place into a permanent position we will give you up to 500 of Love2Shop vouchers. (Terms & Conditions apply).

ACCA / ACA / ATT or CTA qualified. Previous experience in personal tax compliance and planning is advantageous. Solid experience working within an accountancy practice. Ideally, 5+ years of experience in Personal Tax. Excellent communication skills.
Key Skills
Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients
Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 50000 - 65000

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