Private Client Tax Specialist

2 months ago

Wellingborough, Northamptonshire, United Kingdom Quest Employment Full time

We are partnering with a leading Top 50 Practice Accountancy firm to find an experienced Private Client Tax Manager or Senior Manager to oversee a portfolio of clients, focusing on advisory work involving Inheritance Tax, Estate Planning, Trusts, and International tax.

Responsibilities:

As a Manager/Senior Manager, you will manage an advisory portfolio, providing expert guidance on tax planning, compliance, and risk management.

Key responsibilities include:

  • Managing a portfolio of clients, providing tax advisory services, and ensuring compliance with tax regulations.
  • Developing and implementing tax planning strategies to minimize tax liabilities and maximize wealth.
  • Collaborating with cross-functional teams to provide integrated tax services.
  • Staying up-to-date with changes in tax laws and regulations, ensuring clients are informed and compliant.

Hours: Monday to Friday, 9am - 5pm (plus overtime)

Requirements:

Proven experience in Private Client Tax, with a strong background in advisory work.

Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Strong analytical and problem-solving skills, with the ability to interpret complex tax data and provide expert guidance.

Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

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