Private Client Tax Manager
2 weeks ago
Job Title: Private Client Tax Manager Client: Accountancy Practice The Role You'll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients, playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work. You will manage the portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client’s unique circumstances. Additionally, you will help train and supervise junior staff. Responsibilities Managing annual tax returns for assigned clients Liaising with HM Revenue & Customs on behalf of clients Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work Addressing client issues and queries promptly Maintaining regular contact with clients Managing billing responsibilities for your portfolio of clients, trusts, and partnerships Collaborating with the team to meet deadlines and exceed client expectations Training and supervising junior staff Requirements Strong team mentality with the ability to work independently Qualified Tax Advisor (ATT/CTA) or qualified by experience Experience in a private client/personal tax environment in practice Proficiency with tax preparation software and HMRC online services Excellent organisational skills and experience managing a busy client portfolio Attention to detail and strong analytical and problem-solving skills Confident and adaptable communication skills, both written and verbal Proactive and determined attitude Strong client service orientation Benefits Competitive salary Exciting opportunity to take on a newly created role Collaborative team culture with support and genuine progression opportunities For more information, or a confidential conversation on your career options, please contact Kourtney Luckett; ; (phone number removed). We have many Personal Tax roles across Surrey, and so if the role sounds great but the location or seniority isn't perfect, please get in touch for more local opportunities
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Private Client Tax Manager
2 weeks ago
Guildford, Surrey, United Kingdom Pro-Tax Recruitment Full timePrivate Client Tax SeniorPro-Tax Recruitment is seeking a highly skilled Private Client Tax Senior to join our dynamic team. As a key member of our private client tax team, you will be responsible for managing a diverse portfolio of private clients, trusts, and partnerships.Key Responsibilities:Provide personalized tax compliance and advisory services to...
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Private Client Tax Manager
2 weeks ago
Guildford, Surrey, United Kingdom Pro-Tax Recruitment Full timePrivate Client Tax SeniorPro-Tax Recruitment is seeking a highly skilled Private Client Tax Senior to join our dynamic team. As a key member of our private client tax team, you will be responsible for managing a diverse portfolio of private clients, trusts, and partnerships.Key Responsibilities:Provide personalized tax compliance and advisory services to...
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Senior Private Client Tax Manager
1 week ago
Guildford, Surrey, United Kingdom Pro-Tax Full timeAbout the RoleWe are seeking a highly skilled Private Client Tax Assistant Manager to join our expanding team in Guildford. As a key member of our private client tax team, you will be responsible for managing a portfolio of private clients, providing tax advisory and planning services, and supporting the team's growth and development.Key ResponsibilitiesAct...
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Private Client Tax Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Pro-Tax Full timePrivate Client Tax SeniorGuildfordPro-Tax is seeking an ATT/CTA qualified individual to manage a diverse portfolio of private clients, trusts, and partnerships.Key Responsibilities:Provide personalized tax compliance and advisory services to high net worth individuals and families.Collaborate closely with Partners to ensure exceptional client...
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Private Client Tax Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Pro-Tax Full timePrivate Client Tax SeniorGuildfordWe are seeking an ATT/CTA qualified individual to manage a diverse portfolio of private clients, trusts, and partnerships.Key Responsibilities:Provide personalized tax compliance and advisory servicesCollaborate closely with Partners to ensure exceptional client satisfactionPrepare tax returns, liaise with tax authorities,...
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Private Client Tax Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Pro-Tax Full timePrivate Client Tax SeniorGuildfordWe are seeking an ATT/CTA qualified individual to manage a diverse portfolio of private clients, trusts, and partnerships.Key Responsibilities:Provide personalized tax compliance and advisory servicesCollaborate closely with Partners to ensure exceptional client satisfactionPrepare tax returns, liaise with tax authorities,...
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Private Client Tax Manager
4 weeks ago
Guildford, Surrey, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timePrivate Client Tax TeamWe are seeking an ATT/CTA qualified individual to manage a diverse portfolio of private clients, trusts, and partnerships.Key Responsibilities:Provide personalised tax compliance and advisory servicesCollaborate closely with Partners to ensure exceptional client satisfactionManage tax return preparation, liaising with tax authorities,...
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Private Client Tax Manager
4 weeks ago
Guildford, Surrey, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timePrivate Client Tax TeamWe are seeking an ATT/CTA qualified individual to manage a diverse portfolio of private clients, trusts, and partnerships.Key Responsibilities:Provide personalised tax compliance and advisory servicesCollaborate closely with Partners to ensure exceptional client satisfactionManage tax return preparation, liaising with tax authorities,...
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Private Client Tax Assistant Manager
1 week ago
Guildford, Surrey, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking a highly skilled Tax Advisory Manager to join our team in Guildford. As a key member of our private client tax team, you will be responsible for managing a portfolio of private clients, providing tax advisory and planning services, and supporting the team's growth and development.Key ResponsibilitiesAct as a primary client...
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Private Client Tax Senior
6 months ago
Guildford, United Kingdom Pro-Tax Recruitment Full timePrivate Client Tax Senior Guildford Join a dynamic private client tax team and be part of something extraordinary! We are seeking an ATT/CTA qualified individual to manage a diverse portfolio of private clients, trusts, and partnerships. Your role will involve providing personalised tax compliance and advisory services, collaborating closely with Partners,...
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Private Client Tax Trainee
6 months ago
Guildford, United Kingdom Pro-Tax Recruitment Full timePrivate Client Tax Trainee Opportunity! Guildford Are you a graduate looking to embark on your new career journey in the Tax world? This is a fantastic opportunity for an ambitious, driven individual to work towards your ATT and CTA qualifications while collaborating closely with clients, aiding them in achieving their personal and business aspirations....
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Private Client Tax Manager
2 weeks ago
Surrey, United Kingdom Warner Scott Recruitment Ltd Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Surrey. As a key member of our Private Client Tax Advisory team, you will report directly to the Tax Partner and Private Client and Trust Directors.About the RoleThis is an exciting opportunity to work with a leading medium-sized practice,...
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Private Client Tax Manager
2 weeks ago
Surrey, United Kingdom Warner Scott Recruitment Ltd Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Surrey. As a key member of our Private Client Tax Advisory team, you will report directly to the Tax Partner and Private Client and Trust Directors.About the RoleThis is an exciting opportunity to work with a leading medium-sized practice,...
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Private Client Tax Manager
3 weeks ago
Surrey, United Kingdom Warner Scott Recruitment Ltd Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Surrey. As a key member of our Private Client Tax Advisory team, you will be responsible for delivering tax planning and advisory services to a range of clients, including non-doms and international clients, family offices, offshore,...
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Private Client Tax Manager
3 weeks ago
Surrey, United Kingdom Warner Scott Recruitment Ltd Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Surrey. As a key member of our Private Client Tax Advisory team, you will be responsible for delivering tax planning and advisory services to a range of clients, including non-doms and international clients, family offices, offshore,...
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Private Client Tax Manager
3 weeks ago
Surrey, United Kingdom Warner Scott Recruitment Ltd Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team at Warner Scott Recruitment Ltd. As a key member of our Private Client Tax Advisory team, you will play a vital role in delivering tax planning and advisory services to our clients.Key Responsibilities:Assist Tax Partners and Directors with...
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Private Client Tax Manager
3 weeks ago
Surrey, United Kingdom Warner Scott Recruitment Ltd Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team at Warner Scott Recruitment Ltd. As a key member of our Private Client Tax Advisory team, you will play a vital role in delivering tax planning and advisory services to our clients.Key Responsibilities:Assist Tax Partners and Directors with...
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Private Client Tax Manager
1 month ago
Guildford, Surrey, United Kingdom TPF Recruitment Full timeJob Title: Private Client Tax ManagerWe are seeking a highly skilled Private Client Tax Manager to join our team at TPF Recruitment. As a key member of our tax team, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.Key...
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Private Client Tax Manager
4 weeks ago
Guildford, Surrey, United Kingdom TPF Recruitment Full timeJob Title: Private Client Tax ManagerThis is an exciting opportunity to join our team as a Private Client Tax Manager, where you will be responsible for managing a portfolio of private clients, trusts, and partnerships. As a key member of our tax team, you will play a crucial role in delivering exceptional client service and producing work efficiently and...
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Private Client Tax Manager
4 weeks ago
Guildford, Surrey, United Kingdom TPF Recruitment Full timeJob Title: Private Client Tax ManagerThis is an exciting opportunity to join our team as a Private Client Tax Manager, where you will be responsible for managing a portfolio of private clients, trusts, and partnerships. As a key member of our tax team, you will play a crucial role in delivering exceptional client service and producing work efficiently and...
