Private Client Tax Professional

1 month ago


Stockport, Stockport, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

A reputable recruitment agency, Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists, is currently looking for an exceptional Private Client Tax Senior to join their team in Stockport.

Job Description

The successful candidate will be responsible for managing a diverse portfolio of clients, providing tax compliance and advisory services, preparing tax returns, conducting tax research, and building and maintaining client relationships. They will also contribute to the development of the firm's business strategy.

  • Client Relationship Management: Build and maintain strong relationships with clients to ensure their needs are met and exceeded.
  • Tax Advisory Services: Provide high-quality tax advice and services to clients, including tax compliance and planning.
  • Tax Research: Conduct thorough research to stay up-to-date with changes in tax laws and regulations.
  • Team Collaboration: Work closely with colleagues to achieve shared goals and objectives.

This role offers a competitive salary of £28,000 - £35,000 + excellent benefits, making it an attractive opportunity for those seeking career advancement and personal growth.

Required Skills and Qualifications:

  • ACA/ACCA qualified and/or CTA qualified
  • Minimum of 3 years experience in private client tax
  • Strong technical knowledge and expertise in private client tax
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

  • Tax Professional

    1 week ago


    Stockport, Stockport, United Kingdom Pro-Tax Full time

    About the RoleAs a key member of our private client team, you will be responsible for managing your own client portfolio and acting as a go-to client contact.You will work closely with the private client partner and wider team to deliver a range of tax planning and advisory needs.


  • Stockport, Stockport, United Kingdom Pro-Tax Full time

    We are seeking a Manchester Private Client Manager to join our team at Pro-Tax. As a key member of our team, you will be responsible for managing client relationships and developing tax strategies for private clients in the Manchester area.The successful candidate will have experience working for a UK accountancy firm and a solid understanding of tax laws...


  • Stockport, Stockport, United Kingdom Pro-Tax Full time

    Pro-Tax is a leading professional services firm in South Manchester, currently seeking an experienced Tax Manager to join their growing private client team.As a Tax Manager, you will work with a varied client base of business owners, high net worth individuals, entrepreneurs, and trusts/estates.You will be responsible for managing your own client portfolio...


  • Stockport, Stockport, United Kingdom Brook Street UK Full time £55,000

    About Us">Brook Street UK is an award-winning firm of chartered accountants and tax advisers, rapidly expanding and developing our Private Client Division. We are committed to delivering exceptional services to high-net-worth individuals, families, entrepreneurs, trusts, and estates.">Key Responsibilities">As a Private Client Tax Manager, you will lead a...


  • Stockport, Stockport, United Kingdom Brook Street UK Full time £55,000

    About the RoleWe are seeking a highly experienced Senior Tax Advisor to join our team in Stockport. As a Private Client Tax Manager, you will oversee a portfolio of high-net-worth individuals, families, entrepreneurs, trusts, and estates.Responsibilities:Tax Planning and Advisory: Deliver comprehensive services that encompass inheritance tax, capital gains...


  • Stockport, Stockport, United Kingdom Brook Street UK Full time

    Job OverviewWe are an award-winning firm of chartered accountants and tax advisers, rapidly expanding our Private Client Division. As a Private Client Tax Manager, you will play a key role in delivering exceptional tax services to our clients, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.Your primary responsibilities...


  • Stockport, Stockport, United Kingdom Brook Street Full time

    About the RoleThis is an exciting opportunity for a Private Client Tax Manager to join our team at Brook Street NMR. As a key member of our Private Client Division, you will be responsible for delivering comprehensive tax services to high-net-worth clients, including inheritance tax, capital gains tax, and income tax planning.


  • Stockport, Stockport, United Kingdom Brook Street UK Full time

    About the RoleWe are seeking an experienced Private Client Tax Specialist to join our rapidly expanding private client division. The ideal candidate will have a proven track record of managing own portfolios of high-net-worth clients and possess in-depth knowledge of UK tax legislation and compliance requirements.Key responsibilities include delivering tax...

  • Tax Advisory Manager

    2 weeks ago


    Stockport, Stockport, United Kingdom Brook Street UK Full time

    Private Client Tax Manager Job Description:This role offers the opportunity to work with a dynamic and forward-thinking firm, leading the way in technical competency and genuinely caring for its clients and employees.Key Responsibilities:Manage a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts,...

  • Tax Portfolio Lead

    1 month ago


    Stockport, Stockport, United Kingdom Pro-Tax Full time

    Pro-Tax is a leading provider of tax services to private clients in the UK. We are currently seeking a Tax Portfolio Lead to join our team in South Manchester. This is an exciting opportunity for a tax professional with experience working for a UK accountancy firm to take on a senior role and lead client portfolios.As a Tax Portfolio Lead, you will be...

  • Chief Tax Strategist

    1 month ago


    Stockport, Stockport, United Kingdom Pro-Tax Full time

    At Pro-Tax, we are seeking a highly skilled Chief Tax Strategist to join our growing private client team in South Manchester. This is an excellent opportunity for a tax professional with experience working for a UK accountancy firm to lead client portfolios and provide tax planning and advisory services.The successful candidate will manage client...

  • Senior Tax Advisor

    7 days ago


    Stockport, Stockport, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Levitate Recruitment is currently looking for an experienced Senior Tax Advisor to join our team. As a Senior Tax Advisor - Private Clients, you will be responsible for providing high-quality tax advice and services to clients.Key Responsibilities• Manage a diverse portfolio of clients, providing tax compliance and advisory services• Prepare tax returns...


  • Stockport, Stockport, United Kingdom Brook Street UK Full time

    Job Summary">We are looking for a seasoned Tax Director to lead our Private Client team in Stockport.">Key Responsibilities">This is a key role within our organization, requiring a strong understanding of UK tax laws and regulations, excellent leadership and communication skills, and the ability to work independently and as part of a team.">Compensation...


  • Stockport, Stockport, United Kingdom Brook Street UK Full time

    Job OverviewWe are seeking a skilled Private Client Tax Manager to join our award-winning firm of chartered accountants and tax advisers.As a key member of our Private Client Division, you will oversee a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.Your primary responsibility will...


  • Stockport, Stockport, United Kingdom Brook Street UK Full time

    Key ResponsibilitiesAs a Private Client Tax Manager, you will deliver comprehensive services that encompass inheritance tax, capital gains tax, and income tax.Your responsibilities will include identifying tax-saving opportunities and developing strategies to optimise clients' tax positions.You will also advise clients on the implications of new tax...

  • Tax Portfolio Manager

    2 weeks ago


    Stockport, Stockport, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Job Title: Tax Portfolio ManagerLocation: South ManchesterEstimated Salary: £52,500Pro-Tax Recruitment Limited is partnering with a leading professional services firm in South Manchester to find an experienced Tax Portfolio Manager to join their private client team.About the Role:Manage a varied portfolio of clients including business owners, high net worth...


  • Stockport, Stockport, United Kingdom Clark Wood - Tax Recruitment Full time

    About the Role:">Clark Wood - Tax Recruitment is proud to collaborate with a well-established and reputable national firm of accountants. This esteemed organization is seeking an ambitious and experienced Corporate Tax Senior to join their team in Stockport.">The successful candidate will be responsible for managing their own portfolio of clients, overseeing...

  • Tax Professional

    1 day ago


    Stockport, Stockport, United Kingdom Clark Wood - Tax Recruitment Full time

    Leading a team of accountancy professionals, Clark Wood is currently working with a well-established and reputable national firm of accountants. This firm is seeking an ambitious and experienced Corporate Tax Senior to join their Stockport office.This role offers a fantastic opportunity for the successful candidate to develop their expertise in corporation...


  • Stockport, Stockport, United Kingdom Clark Wood - Tax Recruitment Full time

    At Clark Wood, we're seeking a skilled Personal Tax Senior to join our Stockport office. This role offers a fantastic opportunity for career growth and professional development in a dynamic environment.The ideal candidate will have experience in personal tax, including working with high net worth individuals (HNWIs), company directors, and sole traders. Key...

  • Head of Personal Tax

    2 weeks ago


    Stockport, Stockport, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Job Title: Head of Personal TaxLocation: South ManchesterSalary: £45,000 - £55,000 + BenefitsPro-Tax Recruitment Limited is seeking an experienced Tax Portfolio Manager to join their growing private client team.Key Responsibilities:Lead a diverse portfolio of business owners, high net worth individuals, entrepreneurs and trusts/estates.Collaborate with the...