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Personal Tax Services Manager

2 months ago


London, Greater London, United Kingdom Pro-Tax Recruitment Full time

Private Client Tax Manager

Location: London West End

Salary: Up to £70,000 plus Benefits

Pro-Tax Recruitment is seeking a qualified and experienced professional to join a vibrant team in a busy London office as a Private Client Tax Manager. In this pivotal role, you will manage compliance for your own portfolio of clients, work closely with Partners, and play an integral part in mentoring and developing junior staff members.

Key Responsibilities

  • Engage regularly with clients regarding income tax, inheritance tax (IHT), and capital gains tax (CGT) matters.
  • Assist Partners in providing advisory services.
  • Prepare for and participate in meetings with both current and prospective clients.
  • Review self-assessment tax returns prepared by team members.

What You'll Need to Succeed

  • CTA qualification.
  • A minimum of 5 years of experience in personal tax.
  • Strong commercial awareness.
  • Comfortable with frequent face-to-face client interactions.

This role offers an exciting opportunity for a seasoned professional to significantly contribute to the growth and success of the Private Client practice.