Tax Manager for High Net Worth Clients

22 hours ago


Stockport, Stockport, United Kingdom Brook Street UK Full time

About Us

We are an award-winning firm of chartered accountants and tax advisers, committed to delivering exceptional results for our clients. Our Private Client Division is rapidly expanding, and we are seeking a talented individual to lead our team.

The Role

  • You will manage a portfolio of private client tax returns, providing expert advice and guidance to high-net-worth individuals, families, entrepreneurs, trusts, and estates.
  • You will develop and maintain strong client relationships, ensuring seamless communication and excellent service delivery.
  • You will lead regular client meetings, working closely with our tax partners to review tax positions and provide strategic guidance.

Tax Advisory Services

  • You will deliver comprehensive tax planning and advisory services, encompassing inheritance tax, capital gains tax, and income tax.
  • You will identify tax-saving opportunities and develop strategies to optimise clients' tax positions.
  • You will advise clients on new tax legislation, ensuring compliance with current regulations.

Team Leadership and Compliance

  • You will review personal tax returns, including those for trusts and estates, and ensure accuracy and timeliness.
  • You will liaise with HMRC on behalf of clients, resolving any issues or queries promptly.
  • As a team leader, you will mentor and develop junior tax staff, promoting their growth and success.

Requirements and Benefits

  • CTA qualified preferred.
  • 3 years experience in private client tax.
  • Record of managing own portfolio of high-net-worth clients.
  • In depth knowledge of UK tax legislation and compliance requirements.
  • Ability to manage multiple clients and a varied workload.
  • Experience with advisory work.
  • Competitive salary: up to £55,000 (DoE).
  • Comprehensive benefits package, including a health plan and pension scheme.
  • Opportunities for professional development and career advancement.


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