Private Client Tax Manager
4 days ago
**Private Client Tax Manager - Leading Independent Firm | Hybrid Working**
A leading independent firm based in Southampton are seeking to bolster their team by adding a Private Client Tax Manager. The role offers exciting progression to Director and Partner for the right individual.
The Director-led practice works with business owners and directors at every stage of their business lives, from start-up through to growth and consolidation and on to succession and exit strategies. We also advise clients on personal financial and tax planningissues, to help them achieve security and peace of mind, now and for the future.
The overriding purpose of the Private Client Manager is to manage a portfolio of personal tax clients, with some opportunity for projects or advisory work.
**Main responsibilities**:
- A technical expert within the Private Client team providing technical support to the tax and wider teams
- Manage a portfolio of circa 150- 200 private tax clients, providing both compliance and advisory services
- Provision of complex private client advice to a wide range of clients
- Promotion of our tax services to both existing and prospective clients with a view to growing the client base - business development
- Contribute to the development of trainees within the tax team
**Requirements**:
- A clear and confident communicator with clients and junior staff, able to impart complex technical points in an understandable way for less experienced individuals or non-tax specialists
- Work in a supportive, caring and collaborative way with colleagues at all levels.
- CTA / STEP qualified desirable, but not essential
- A minimum of five years’ experience, of which at least 2 years’ as manager.
Along with a competitive salary and benefits package, you will receive 25 days annual leave (plus bank holidays), income protection scheme, a commitment to your ongoing development and progression, hybrid and flexible working and a friendly working environmentwith regular social events throughout the year.
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