Private Client Tax Manager

4 days ago


Manchester, United Kingdom undisclosed Full time

Your New Career Opportunity
We are partnering with a leading accountancy firm to grow their private client tax team. This firm is committed to delivering exceptional standards of work to their private client base, and they need a talented individual to work closely with their Private Client Tax Partner on all aspects of tax advisory and compliance work.

Your New Role
As a Private Client Tax Manager, you will be responsible for driving forward the private client tax business, working closely with the Private Client Tax Partner on all aspects of personal and private client tax advisory and compliance work. Key responsibilities include:

  1. Overseeing a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.
  2. Building and maintaining robust client relationships, acting as the primary contact for all tax-related enquiries.
  3. Leading regular client meetings (initially with the tax partner) to review tax positions and offer strategic guidance.
  4. Providing thorough tax planning and advisory services, covering inheritance tax, capital gains tax, and income tax.
  5. Identifying tax-saving opportunities and developing strategies to optimise clients' tax positions.
  6. Advising clients on the implications of new tax legislation, ensuring compliance with current regulations.
  7. Reviewing personal tax returns (including some trusts and estates) and associated documentation, ensuring all tax filings are accurate and submitted on time and liaising with HMRC on clients' behalf.
  8. Supervising and mentoring junior tax staff, offering guidance and support for their professional growth.
  9. Some business development and networking where required.

Requirements
To be successful in this role, you will have a minimum of 3 years' experience in private client tax, ideally within a professional services firm, along with a proven track record of managing a portfolio of high-net-worth clients. In-depth knowledge of UK tax legislation and compliance requirements, strong communication skills, and the ability to manage multiple clients are also essential. Strong analytical and problem-solving skills, along with experience with advisory project work, are highly desirable.

What We Offer
In return for your expertise, you will be rewarded with a competitive salary and a comprehensive benefits package, including a health plan and pension scheme. You will also have the opportunity to work independently with the support of a highly skilled and supportive Private Client Tax Partner, as well as professional development and career progression.



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