Private Client Tax Portfolio Manager

4 weeks ago


Guildford, Surrey, United Kingdom TPF Recruitment Full time
Job Title: Private Client Tax Manager

Job Summary:

We are seeking a highly skilled and experienced Tax Manager to lead our Private Client Tax team. The successful candidate will be responsible for managing a portfolio of private clients, trusts, and partnerships, providing exceptional client service, and delivering high-quality tax compliance and advisory services.

Key Responsibilities:

  • Manage annual tax returns for assigned clients
  • Liaise with HM Revenue & Customs on behalf of clients
  • Handle a diverse range of personal tax assignments, including tax forecasting, residence, and domicile considerations, capital gains tax planning, and enquiry work
  • Address client issues and queries promptly
  • Maintain regular contact with clients
  • Manage billing responsibilities for your portfolio of clients, trusts, and partnerships
  • Collaborate with the team to meet deadlines and exceed client expectations
  • Train and supervise junior staff

Requirements:

  • Strong team mentality with the ability to work independently
  • Qualified Tax Advisor (ATT/CTA) or qualified by experience
  • Experience in a private client/personal tax environment in practice
  • Proficiency with tax preparation software and HMRC online services
  • Excellent organisational skills and experience managing a busy client portfolio
  • Attention to detail and strong analytical and problem-solving skills
  • Confident and adaptable communication skills, both written and verbal
  • Proactive and determined attitude
  • Strong client service orientation

Benefits:

  • Competitive salary
  • Exciting opportunity to take on a newly created role
  • Collaborative team culture with support and genuine progression opportunities


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