Private Client Tax Manager Lead
3 weeks ago
As a Private Client Tax Manager Lead, you will play a vital part in driving forward learning and development for our Poole tax team. You will mentor, train, support, and delegate work to team members while ensuring compliance with internal and external requirements.
Your responsibilities will include managing and leading the Forvis Mazars Private Client team for the South Coast, delivering high-quality private client tax advice and compliance services. You will also support with strategy, budget setting, and monitoring.
- You will work collaboratively with other service lines within the Poole office to go to market and successfully target and win high net worth individuals and large Privately Owned Businesses.
- A key aspect of this role is actively participating in business development activities, including attending local events, presenting to clients, writing thought leadership content, and identifying opportunities to grow our Private Client team.
- You will build relationships with intermediaries and a referral network to win new clients and identify and manage tax risk within the private client portfolio.
Our company offers a dynamic and supportive environment where you can grow professionally and personally. The estimated salary for this position is £90,000 - £120,000 per annum.
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Private Client Tax Lead
3 days ago
Poole, Poole, United Kingdom DeFi Planet Full timeAbout the RoleThe successful candidate will be responsible for managing and leading the Private Client team, delivering high-quality private client tax advice and compliance services. This includes developing strategies, setting budgets, and monitoring performance. Additionally, they will work collaboratively with other service lines to target and win new...
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Private Client Tax Services Manager
2 weeks ago
Poole, Poole, United Kingdom DeFi Planet Full timeAbout UsDeFi Planet is a leading provider of financial services, dedicated to delivering high-quality solutions to our clients.Job OpportunityWe are seeking a Private Client Tax Services Manager to lead our Private Client tax team in the South Coast region.ResponsibilitiesLead the Private Client tax team in the South Coast regionDeliver high-quality private...
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Senior Private Client Tax Manager
3 weeks ago
Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeJob Title:Senior Private Client Tax Manager">About the Role:We are seeking a highly skilled Senior Private Client Tax Manager to join our team at Taylor Rose Recruitment Ltd. This is an exciting opportunity for a CTA Qualified professional looking for the next step up in their career, with lots of flexibility and an excellent work/life balance.The successful...
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Tax Director
3 weeks ago
Poole, Poole, United Kingdom DeFi Planet Full timeJob OverviewWe are seeking an experienced Tax Director - Private Clients to join our Forvis Mazars team in the South Coast region. As a leader, you will be responsible for delivering high-quality private client tax advice and compliance services to our clients.Your responsibilities will include managing and leading the Forvis Mazars Private Client team for...
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Private Client Tax Director
1 week ago
Poole, Poole, United Kingdom DeFi Planet Full timeJob OverviewThis role is responsible for managing and leading the Forvis Mazars Private Client team for the South Coast, providing high-quality private client tax advice and compliance services.Main Responsibilities:Lead the team in delivering exceptional client service, ensuring high levels of client satisfaction and loyalty.Develop and implement strategies...
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Private Wealth Tax Manager Lead
2 weeks ago
Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeJob DescriptionWe are looking for a talented Private Wealth Tax Manager Lead to join our team at Taylor Rose Recruitment Ltd. As a key member of the team, you will be responsible for managing a diverse portfolio of private client tax matters, including tax planning, compliance, and advisory work. Your expertise in areas such as Capital Gains, Trusts &...
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Tax Planning Expert
3 weeks ago
Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeAbout the RoleWe are seeking a highly experienced Private Client Tax Manager or Senior Manager to join our client's team in Poole.The ideal candidate will have significant private client/personal tax expertise and excellent communication skills.You will be working with a diverse client portfolio focusing on HNWIs, Directors, Trusts & Estates, involving a...
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Senior Private Client Tax Professional
3 weeks ago
Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeRole OverviewWe are seeking a senior Private Client Tax Manager to join our client's team in Poole, responsible for managing a diverse client portfolio focusing on HNWIs, Directors, Trusts & Estates.The ideal candidate will have extensive experience in private client/personal tax, with excellent communication skills and a proven track record of delivering...
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Senior Private Client Tax Manager
3 days ago
Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeCompany OverviewTaylor Rose Recruitment Ltd is a leading recruitment agency specialising in accounting and finance roles. We are currently instructing on a fantastic opportunity for a Private Client Tax Manager or Senior Manager to join a progressive firm of Chartered Accountants in Poole.The ideal candidate will have experience working with High Net Worth...
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Private Client Tax Leadership Role
1 week ago
Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeKey ResponsibilitiesManaging a diverse private client tax portfolioIdentifying tax planning opportunitiesProviding advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance taxReviewing tax complianceLeading client meetingsIn return for your expertise, you can expect a competitive salary, hybrid working arrangements, and a...
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Private Client Tax Specialist
3 weeks ago
Poole, Poole, United Kingdom This is an IT support group Full timeWe are seeking a highly motivated and ambitious Graduate Private Client Tax Trainee to join our national private client tax team. As a Trainee Tax Adviser, you will work closely with experienced tax professionals to develop your skills and knowledge in tax advisory.Job DescriptionYour responsibilities will include:Assisting in preparing and submitting tax...
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Private Client Tax Professional
1 week ago
Poole, Poole, United Kingdom Tussell Limited Full time**About the Role:**We are looking for a skilled Private Client Tax Professional to join our team in Poole. As a Private Client Tax Professional, you will work closely with our clients to understand their financial goals and develop tailored tax strategies.**Responsibilities:**Work on a variety of advisory engagements across UK tax, including income and...
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Private Client Tax Specialist
3 weeks ago
Poole, Poole, United Kingdom PKF Francis Clark Full timeWe are seeking a talented individual to join our team as a Graduate Tax Advisor Career Starter. As a Private Client Tax Trainee, you will embark on a three-year training program that will equip you with the skills and knowledge necessary to become a Tax Advisor (ATT/CTA).Our comprehensive training program covers all your training and qualification costs,...
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Financial Tax Manager
1 week ago
Poole, Poole, United Kingdom Clark Wood - Tax Recruitment Full timeOur client is a successful Chartered Accounting firm in Poole, recruiting for a Personal Tax Senior to join their team. The ideal candidate will be responsible for managing their own portfolio of Private Client/Personal tax clients while providing ad-hoc support to partners on advisory projects.The role involves providing tax compliance services to an...
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Private Client Tax Specialist
3 weeks ago
Poole, Poole, United Kingdom PKF Francis Clark Full timeBecome a Private Client Tax Specialist at PKF Francis Clark and embark on a rewarding three-year training programme to become a Chartered Tax Advisor (CTA) and Association of Taxation Technicians (ATT).You will work within our taxation teams, covering corporate tax, private client tax, tax advisory services, and VAT. Our hybrid working model allows you to...
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Tax Compliance Manager
4 weeks ago
Poole, Poole, United Kingdom Clark Wood - Tax Recruitment Full timeKey ResponsibilitiesAs a Tax Compliance Manager, you will be responsible for managing a portfolio of private client/personal tax clients and providing support to partners on various projects. You will also be responsible for ensuring that all tax returns are completed accurately and on time.You will need to have a strong understanding of personal tax law and...
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Private Client Tax Expertise Coordinator
1 week ago
Poole, Poole, United Kingdom Francis Clark LLP Full timeAbout the RoleThis is an exceptional opportunity for an ambitious individual to kick-start their accountancy career as a Graduate Private Client Tax Trainee. You will work closely with experienced professionals, developing your skills and knowledge in tax law and practice.As a member of our taxation team, you will have the chance to work on diverse and...
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Chartered Tax Advisor
3 weeks ago
Poole, Poole, United Kingdom Clark Wood - Tax Recruitment Full timeWe are recruiting for an experienced Personal Tax Senior to join our team in Poole. The successful candidate will be responsible for managing their own portfolio of Private Client/Personal tax clients and providing support to partners on advisory-based projects.The main duties of this role will involve delivering tax compliance services to a range of clients...
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Private Client Law Specialist
3 weeks ago
Poole, Poole, United Kingdom Trethowans LLP Full timeWe are a leading private client law firm in Dorset, renowned for providing high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.As our firm continues to grow, we are seeking an experienced Private Client Lawyer with significant experience in advising high-net-worth individuals and...
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Private Client Law Specialist
1 week ago
Poole, Poole, United Kingdom Trethowans LLP Full timeWe are a leading private client law firm in the South of England, renowned for providing high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.Our firm continues to grow, and we are seeking an experienced Private Client Lawyer to join our expanding team.The successful candidate will...