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Private Client Tax Manager
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Private Client Tax Manager
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Guildford, Surrey, United Kingdom TPF Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Tax Portfolio Lead to join our team at TPF Recruitment. As a key member of our team, you will be responsible for leading the tax team and managing both junior staff and the private client tax portfolio.Key ResponsibilitiesLead the Tax Team: You will be responsible for managing and leading the tax...
Private Client Tax Manager
2 months ago
Job Summary:
We are seeking a highly skilled and experienced 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, providing exceptional client service, and producing high-quality work efficiently and effectively.
Key Responsibilities:
- Client Management: Manage annual tax returns for assigned clients, liaise with HM Revenue & Customs on behalf of clients, and handle a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax planning, and enquiry work.
- Team Collaboration: Collaborate with the team to meet deadlines and exceed client expectations, and train and supervise junior staff.
- Client Service: Address client issues and queries promptly, maintain regular contact with clients, and manage billing responsibilities for your portfolio of clients.
Requirements:
- Qualifications: Qualified Tax Advisor (ATT/CTA) or qualified by experience.
- Experience: Experience in a private client/personal tax environment in practice, proficiency with tax preparation software and HMRC online services, and excellent organisational skills and experience managing a busy client portfolio.
- Skills: Strong analytical and problem-solving skills, confident and adaptable communication skills, both written and verbal, and a proactive and determined attitude.
Benefits:
- Competitive Salary: We offer a competitive salary and a collaborative team culture with support and genuine progression opportunities.
- Exciting Opportunity: This is an exciting opportunity to take on a newly created role and make a significant impact on our team.
