Private Client Tax Manager

3 days ago


Wellingborough, Northamptonshire, United Kingdom Quest Employment Full time
Private Client Tax Manager Opportunity

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

Key Responsibilities:

  • Manage an advisory portfolio of private clients, maximizing fee income while supervising the billing department.
  • Draft reports and provide comprehensive advice solely for private clients.
  • Build relationships with team members and clients.
  • Mentor and develop junior members of staff.
  • Effectively delegate work to others within the team and take responsibility for quality control while meeting crucial deadlines.

Requirements:

  • Relevant professional qualification such as CTA (or equivalent).
  • Good experience of private client tax advisory services.
  • Demonstrate broad and strong technical tax knowledge and experience, specifically in Inheritance Tax, Estate Planning, Trusts, and International tax matters.
  • Able to work under pressure and to tight deadlines.
  • Organized and methodical with strong communication skills.

Why this role?

This is an excellent opportunity to join a reputable firm and work with a portfolio of private clients, providing expert tax advice and guidance. If you are a motivated and experienced tax professional looking for a new challenge, please apply.



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