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Personal Tax Specialist

2 months ago


Tunbridge Wells, Kent, United Kingdom Pro-Tax Recruitment Full time

Personal Tax Manager Role

Pro-Tax Recruitment

We are seeking a seasoned and accomplished Personal Tax Manager to join our esteemed client's team. This position presents a unique opportunity to work with a diverse client base, including high-net-worth individuals, private equity executives, entrepreneurs, and trusts. The successful candidate will play a pivotal role in delivering exceptional client service and managing complex tax affairs.

Key Responsibilities:

  • Client Relationship Management: Maintain strong, long-lasting relationships with clients, ensuring their tax needs are met with expertise and professionalism.
  • Portfolio Management: Manage a portfolio of personal clients, focusing on high-net-worth individuals, private equity executives, entrepreneurs, and trusts, providing tailored tax solutions.
  • Compliance and Advisory: Ensure timely compliance with client and regulatory deadlines, monitoring time limits and elections, and proactively engage with clients on advisory matters, including succession planning, capital gains, and inheritance tax issues.
  • HMRC Enquiries and Correspondence: Handle HMRC enquiries, disclosures, and correspondence with precision and professionalism.
  • Project Management: Oversee billing and budget monitoring for assigned projects, ensuring seamless execution.
  • Team Development: Review compliance and basic advisory work prepared by junior team members, mentor, and support their technical and personal development, and deliver technical training sessions.
  • Business Development: Engage in personal and team business development activities, staying updated on technical knowledge and ensuring adherence to internal procedures.
  • Strategic Planning: Collaborate with the team to develop and implement strategic plans, driving business growth and excellence.
  • Client Acquisition: Identify and pursue new business opportunities, expanding the client base and driving revenue growth.
  • Team Leadership: Lead by example, fostering a culture of excellence, and guiding the team to achieve exceptional results.
  • Continuous Improvement: Stay abreast of industry developments, ensuring the team's expertise and knowledge are always up-to-date.