Private Client Tax Manager

4 weeks ago


Poole, Poole, United Kingdom LHH Recruitment Full time
Private Client Tax Manager

As a key member of our client's leading Tax Department, you will play a pivotal role in their growth and development, while accelerating your own professional growth and earning potential. Your responsibilities will include managing a portfolio of cases for trusts and high-net-worth clients, drafting tax advice reports on IHT planning, residency, and domicile, as well as meeting with clients to advise on tax planning and offer CGT advice for UK and non-UK residents.

Key Responsibilities:
  1. Manage Cases for Trusts and High-Net-Worth Clients
  2. Advise on Tax Planning and CGT
  3. Review Junior Staff Work and Provide Mentorship
  4. Handle Compliance Services and Promote Firm-Wide Services
  5. Collect and Maintain Client Data and Liaise with Clients and HMRC
  6. Identify Opportunities for Referrals and New Clients

The ideal candidate will possess strong technical knowledge and an understanding of compliance standards, as well as excellent organisational and time management skills. A working knowledge of offshore trusts is highly desirable.

Requirements:
  1. Previous Experience in Private Client/Personal Tax Advisory and Compliance Role
  2. ATT or CTA Qualified (or Equivalent) or nearing Completion
  3. Up-to-Date Technical Knowledge and Understanding of Compliance Standards
  4. Strong Organisational and Time Management Skills
  5. Ability to Build Rapport with Clients and Maintain These Relationships
  6. Working Knowledge of Offshore Trusts

  • Tax Senior

    1 month ago


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

    We are seeking a highly skilled Tax Senior to join our team of Chartered Accountants in Poole. The successful candidate will be responsible for managing a portfolio of Private Client/Personal tax clients, providing tax compliance services and gaining exposure to advisory and consultancy work.The ideal candidate will have excellent experience of undertaking...


  • Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job Opportunity for Private Client Tax ManagerTaylor Rose Recruitment Ltd have been instructed on a senior tax manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.This role is perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility and an excellent...


  • Poole, Poole, United Kingdom DeFi Planet Full time

    DeFi Planet is committed to supporting your career progress, providing individually tailored career paths that help you pursue your interests, adapt to changing needs, and explore your true potential.We collaborate with diverse, influential clients across various sectors and regions, offering the opportunity to continually enhance and expand your skills for...


  • Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Taylor Rose Recruitment Ltd have partnered with a progressive firm of Chartered Accountants in the Poole area to find an experienced Private Client Tax Manager or Senior Manager.The ideal candidate will be a CTA Qualified professional looking for their next career step, seeking a role that offers flexibility and an excellent work-life balance. They should...

  • Senior Manager

    4 weeks ago


    Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax Manager Opportunity We are instructed on a fantastic Private Client Tax Manager opportunity on behalf of a forward-thinking firm of Chartered Accountants in the region.The ideal candidate will be a CTA Personal Tax professional looking for the next step up in their career, with a focus on flexibility and a great work-life balance.This role is perfect for...


  • Poole, Dorset, BH12, Poole, United Kingdom LHH Full time

    As a Private Client Tax Manager within this clients leading Tax Department, you will play a key part in their growth, whilst fast-tracking your own development and earning potential. You can expect to undertake the following tasks, but not limited to:Manage a portfolio of cases for trusts and high-net-worth clients, drafting tax advice reports on IHT...


  • Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job DescriptionTax specialists Taylor Rose Recruitment have been instructed on a fantastic opportunity for a Private Client Tax Manager or Senior Manager. Our client, a progressive firm of Chartered Accountants in Poole, is looking for a CTA Personal Tax professional who is ready to take the next step up in their career.This role offers an excellent...


  • Poole, Poole, United Kingdom DeFi Planet Full time

    About the RoleWe are seeking a seasoned Private Client Tax Director to lead our team in the South Coast region. As a key member of our team, you will be responsible for delivering high-quality private client tax advice and compliance services.Key ResponsibilitiesManage and lead the Private Client team, ensuring the highest standards of service and...


  • Poole, Poole, United Kingdom DeFi Planet Full time

    Company OverviewWe are a leading consulting firm that values career progression and offers individually designed career paths to help you achieve your goals.Job DescriptionAs a Private Client Tax Director, you will lead our Private Client team for the South Coast region, delivering high-quality private client tax advice and compliance services. You will be...

  • Tax Advisory Manager

    4 weeks ago


    Poole, Poole, United Kingdom LHH Full time

    Job DescriptionLHH is seeking a skilled Tax Advisory Manager to join their team. As a key member of the tax department, you will play a vital role in the growth and development of the company, while also fast-tracking your own career and earning potential.Key Responsibilities:Trust and Estate Tax Management: You will be responsible for managing a portfolio...


  • Poole, Poole, United Kingdom G2 Legal Limited Full time

    About the Role:G2 Legal Limited is seeking a Private Client Solicitor to handle a varied caseload and build trusted relationships with high-net-worth clients.Job Responsibilities:Handle a full range of private client matters, including wills, probate, IHT, tax planning, trusts, and complex estate administrations.Develop and network to gain new business...


  • Poole, Dorset, BH12, Poole, United Kingdom G2 Legal Limited Full time

    An opportunity has arisen for a Private Client Solicitor or Legal Executive who is ambitious and looking for a new challenge in their career. This established Legal 500 law firm in Poole is looking for a NQ-5 year PQE Private Client Solicitor to join a busy private client team that is expanding. The firm has an ambitious strategy and a strong management...


  • Poole, Poole, United Kingdom Francis Clark LLP Full time

        As a key member of our Trust tax team, you will play a leading role in delivering a first-class tax compliance and advisory service to our personal tax clients.    Key Responsibilities:Team Leadership: Manage a team of advisors, including taking a leading role in their professional development and providing guidance and support.Client Service:...

  • Tax Manager

    1 month ago


    Poole, Poole, United Kingdom CMA Recruitment Group Full time

    This top 10 firm based in Poole is seeking a Corporate Tax Manager to join their growing team. The ideal candidate will have tax experience and a desire to work within corporate tax. The portfolio is diverse, encompassing large corporations, SMEs, and OMBs. The company offers flexibility and agile working.Key Responsibilities:Manage a client portfolio with...


  • Poole, Poole, United Kingdom Peter Harding Wealth Management Full time

    About the JobPeter Harding Wealth Management is a Principal Partner Practice of St. James's Place, offering wealth management expertise to private individuals, trustees, and businesses across Canford Cliffs, Shaftesbury, Sherborne, and Corsham.We require a Private Client Advisor to join our team in Poole, Dorset. As a key member of our Adviser team, you will...


  • Poole, Poole, United Kingdom Browns Recruitment Group Ltd Full time

    Private Client Solicitor OpportunityWe are seeking a highly skilled Private Client Solicitor to join our client's team and establish their Private Client Department from the outset.As a qualified Chartered Legal Executive or Solicitor with at least 3 years' PQE in Private Client, you will have experience of issues affecting vulnerable clients, such...


  • Poole, Poole, United Kingdom Browns Recruitment Group Ltd Full time

    Job Title: Senior Private Client AdvisorJob Summary:We are seeking an experienced and self-sufficient Senior Private Client Advisor to join our Private Client Department in Dorset. You will be responsible for managing a busy workload, using your initiative, and working well under pressure.Key Responsibilities:Experience in Private Client Work: You will have...


  • Poole, Poole, United Kingdom Francis Clark LLP Full time

    Job OpportunityPKF Francis Clark is seeking a qualified Private Client Tax Manager to join our tax team. As a key member of our firm, you will play a fundamental role in providing high-quality tax compliance and advisory services to our personal tax clients, including high net worth individuals and trusts.Key ResponsibilitiesDevelop and implement tax...


  • Poole, Poole, United Kingdom Chadwick Nott Full time

    We are seeking a highly skilled Private Client Solicitor to join our award-winning team in Poole. As a key member of our private client team, you will be responsible for managing a varied caseload and providing exceptional legal services to our clients.Key Responsibilities:Manage a caseload of private client matters, including wills, probate, and estate...


  • Poole, Poole, United Kingdom Browns Recruitment Group Ltd Full time

    As a qualified Chartered Legal Executive or Solicitor with 3+ years PQE in Private Client, we are seeking an experienced professional to lead the development of our Private Client Department from the offset.Manage a caseload of Private Client work, including wills, trusts, and probate, and provide expert advice to clients on a range of Private Client...