Tax Manager

1 month ago


Tunbridge Wells, Kent, United Kingdom Pro-Tax Recruitment Full time
Personal Tax Manager

We are seeking a highly skilled and experienced Personal Tax Manager to join our team at Pro-Tax Recruitment. This role offers a unique opportunity to work with a diverse client base, including high-net-worth individuals, private equity executives, entrepreneurs, and trusts.

Key Responsibilities:
  • Develop and maintain strong client relationships, providing exceptional service and support.
  • Manage a portfolio of personal clients, focusing on HNWIs, private equity executives, entrepreneurs, and trusts, ensuring timely compliance with client and regulatory deadlines.
  • Proactively engage with clients on advisory matters, assisting with tax planning projects, including succession planning, capital gains, and inheritance tax issues.
  • Handle HMRC enquiries, disclosures, and correspondence, ensuring accurate and timely responses.
  • Oversee billing and budget monitoring for assigned projects, ensuring efficient and effective management.
  • Review compliance and basic advisory work prepared by junior team members, providing guidance and support.
  • Mentor and support junior staff members in technical and personal development, promoting growth and success.
  • Deliver technical training sessions, sharing expertise and knowledge with the team.
  • Engage in personal and team business development activities, identifying new opportunities and driving growth.
  • Stay updated on technical knowledge, ensuring adherence to internal procedures and best practices.

We are committed to creating an inclusive and diverse work environment, welcoming applicants from all backgrounds. If you require any accommodations or support during the recruitment process, please let us know.


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