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Private Client Tax Manager Senior Manager

1 month ago

St Albans, United Kingdom Distinct Recruitment Full time

A leading top 40 accountancy firm is seeking a Tax Senior to join their growing team. The firm is renowned for its expertise in private client tax and financial planning and offers a collaborative and supportive working environment with offices across the UK.

Key Responsibilities:

  • Manage a portfolio of HNWIs, handling income tax, capital gains tax, and PAYE coding.
  • Review and file Self-Assessment tax returns.
  • Provide tax planning advice on inheritance, income, and capital gains tax.
  • Assist with 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 tasks, and ensure deadlines are met.
  • Contribute to business development through networking.

Benefits:

  • Hybrid working for a flexible work-life balance.
  • Competitive salary and benefits package.
  • Ongoing professional development and training opportunities.
  • Work in a collaborative team environment with supportive leadership.
  • Exposure to a varied and international client base.

Requirements:

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

If you're looking for a new challenge in a forward-thinking firm with excellent growth opportunities, this could be the role for you.

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