Private Client Tax Manager

2 days ago

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

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

Key Responsibilities
  • Manage an advisory portfolio of private clients, maximising 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.

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