Tax Professional with Complex Client Focus

1 month ago


Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

Are you a seasoned tax expert with a passion for delivering exceptional client service? We are representing a prestigious firm seeking a Tax Manager skilled in managing complex tax affairs for personal clients. This role focuses on providing strategic tax services to private equity executives, entrepreneurs, and trusts.

As a Tax Manager, you will be responsible for maintaining and enhancing relationships with high-net-worth individuals and ensuring that all client and compliance deadlines are met.

Key Responsibilities:

  • Manage a portfolio of personal clients, focusing on complex tax affairs involving high-net-worth individuals.
  • Engage in regular, proactive communication with clients, providing advisory services and identifying opportunities for tax planning and optimisation.
  • Assist and, where appropriate, lead in tax planning projects, including but not limited to succession planning using trusts and corporate structures, as well as addressing capital gains and inheritance tax issues.
  • Support Partners and Directors in strategic initiatives and directly contribute to the firm's tax planning and advisory capabilities.
  • A role within a respected firm known for its focus on high-quality client service and professional integrity.
  • Opportunities for professional growth and leadership.


  • Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

    Job DescriptionManage a portfolio of personal clients, focusing on complex tax issues involving high-net-worth individuals, entrepreneurs, and trusts.Engage in regular communication with clients, providing advisory services and identifying opportunities for tax planning and optimization.Assist in tax planning projects, including succession planning using...


  • Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

    About the RoleThis is an excellent opportunity for a Tax Manager to contribute to the firm's tax planning and advisory capabilities, supporting Partners and Directors in strategic initiatives. The role offers a supportive work environment that values collaboration and employee development.Salary and BenefitsThe estimated salary for this role is £80,000 -...

  • Tax Expert Lead

    3 weeks ago


    Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

    Role OverviewWe are seeking a highly skilled Tax Manager to join our team at Creative Tax Recruitment. The successful candidate will be responsible for managing complex tax affairs for high-net-worth individuals, providing strategic tax services and ensuring all client and compliance deadlines are met.


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    We are seeking a talented individual to join our Private Client Tax team in Tunbridge Wells, which is responsible for managing portfolios of personal clients with complex tax affairs.Key responsibilities include delivering exceptional client service by maintaining client relationships and liaising proactively with clients on advisory matters.The ideal...


  • Tunbridge Wells, Kent, United Kingdom ProTalent Limited Full time

    Are you a CTA qualified professional with a strong Private Client Tax background?This exceptional opportunity as a Private Client Tax Manager will allow you to join a reputable firm in Kent, prioritizing a happy team culture.The company has an outstanding reputation for delivering excellent client service to its impressive client base. In this role, you will...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    Evelyn Partners: A Premier Wealth Management and Professional Services GroupWe are the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals, family trusts, businesses, and charities to thrive. Our extensive range of financial and professional services is designed to deliver...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is the UK's leading integrated wealth management and professional services group, with a rich heritage of over 186 years in delivering expert advice to individuals and businesses.Our core values of Personal, Performance, and Professionalism drive our exceptional track record of growth and innovation, enabling us to...


  • Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

    About Our CompanyCreative Tax Recruitment is a dynamic tax firm that offers exciting opportunities for professionals to grow and develop their skills.Salary and BenefitsWe offer a competitive salary of $80,000 - $110,000 per annum, depending on experience. In addition to a generous salary, our employees enjoy a range of benefits including health insurance,...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    Evelyn Partners, a leading integrated wealth management and professional services group, offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our StoryWe have over 186 years of experience in helping generations of people and businesses thrive. Our core values of...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    About the RoleAs a Senior Private Client Tax Manager at Evelyn Partners, you will work closely with Assistant Managers, Managers, and Directors to support their portfolios and collaborate on various projects. Your client base will consist of private clients with established and growing wealth, as well as private equity execs and their families.Qualifications...

  • Tax Manager

    1 month ago


    Tunbridge Wells, Kent, United Kingdom Michael Page (UK) Full time

    About Our RoleWe are currently supporting a leading accountancy firm in the South East with their recruitment of a Private Client Tax Manager.Job OverviewYour client portfolio will consist of private clients with established and growing wealth, focusing on private equity executives and their families.Monitoring WIP and drafting fee notes.The Ideal...

  • Tax Services Manager

    3 weeks ago


    Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

    About Our CompanyCreative Tax Recruitment is a reputable tax firm that has established itself as a trusted partner for businesses and individuals seeking expert tax guidance.Remuneration and PerksWe offer a competitive salary of $100,000 - $130,000 per annum, based on experience, plus a range of benefits including flexible working arrangements, professional...

  • Senior Tax Consultant

    3 weeks ago


    Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

    About Our CompanyCreative Tax Recruitment is a thriving tax firm that is constantly expanding its services to meet the needs of its growing client base.Compensation and BenefitsWe offer a competitive salary of $90,000 - $120,000 per annum, based on experience, plus a comprehensive benefits package including health insurance, retirement savings plan, and paid...


  • Tunbridge Wells, Kent, United Kingdom Howells Consulting Ltd Full time

    At Howells Consulting Ltd, we offer a unique opportunity for experienced Managers or Senior Managers to pursue their Private Client Tax career outside of London.We provide high-quality new-money entrepreneurial Private Client Tax work without the commute into the capital. Our hybrid working culture encourages a healthy work-life balance, allowing you to...


  • Tunbridge Wells, Kent, United Kingdom Howells Consulting Ltd Full time

    Private Client Tax OpportunityWe are seeking an experienced Senior Tax Advisor to join our team at Howells Consulting Ltd in Tunbridge Wells. This is a fantastic opportunity for a London-based Assistant Manager or Manager looking to pursue their Private Client Tax career outside the Capital.About the Role:• High quality, new-money entrepreneurial Private...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full time

    Job Title:Private Client Tax ExpertAbout the Role:We are seeking a seasoned Tax Professional to join our team as a Private Client Tax Associate Director. The ideal candidate will have significant experience in private client tax and a strong track record of delivering innovative solutions to clients.Key Responsibilities:Provide strategic tax planning and...


  • Tunbridge Wells, Kent, United Kingdom Michael Page Full time

    Overview:Michael Page is seeking a highly skilled Private Client Tax Manager to support clients with private wealth and private equity executives in Tunbridge Wells.The ideal candidate will have significant experience gained within another professional services firm, a sound knowledge of private client tax issues, and experience of delivering tax...


  • Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time

    Senior Corporate Tax RoleA leading provider of accountancy talent in the South East seeks a Senior Corporate Tax professional to join their team.This senior role offers a unique blend of compliance and advisory work, with a focus on owner-managed businesses. You will be responsible for reviewing compliance work, providing advisory services, and managing a...


  • Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time

    We are seeking a skilled Chartered Tax Professional to join our team at TPF Recruitment. The successful candidate will be responsible for reviewing personal tax returns, overseeing a small team, and advising clients on tax liabilities. The ideal candidate will have a minimum of 4 years' experience in personal tax and hold a CTA or ACA qualification.Key...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Private Client Tax Graduate OpportunityBased in Tunbridge Wells, our Private Client Tax Services team assists individuals with their tax issues. With a diverse client base of over 6,000 private tax clients and 1,500 trusts, we offer expert advice on tax compliance and HMRC liaison.Salary: £25,000 - £30,000 per annumJob DescriptionWe are seeking a Tax...