Private Client Tax Manager
1 week ago
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 planning, residency, and domicile.
Meet clients to advise on tax planning, offer CGT advice for UK and non-UK residents.
Review junior staff work for professional growth and provide mentorship as necessary.
Handle compliance services, including tax return preparation, and promote firm-wide services, particularly financial planning.
Collect and maintain client data, address inquiries, and liaise with clients, HMRC, and other professional firms to ensure exceptional client service.
Identify opportunities for referrals and new clients.The skills and experience you will bring (but don't worry if you don't tick 100% of the boxes):
Previous experience in a private client/personal tax advisory and compliance role.
ATT or CTA qualified (or equivalent) or nearing completion.
Up-to-date technical knowledge and an understanding of compliance standards.
Organised and strong time management skills.
Strong ability to build rapport quickly with clients and maintain these. It would be highly desirable if you have working knowledge of offshore trusts
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Tax Senior
2 weeks ago
Poole, Poole, United Kingdom Clark Wood - Tax Recruitment Full timeWe 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...
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Tax Senior
2 weeks ago
Poole, Poole, United Kingdom Clark Wood - Tax Recruitment Full timePersonal Tax Senior OpportunityWe are working with a successful firm of Chartered Accountants in Poole who are seeking a Personal Tax Senior to join their team.The successful candidate will be responsible for managing their own portfolio of Private Client/Personal tax clients, providing tax compliance services, and gaining exposure to advisory and...
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Private Client Tax Manager
6 days ago
Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeJob Title: Private Client Tax ManagerAbout the Role:Are you a CTA qualified tax professional looking for a new challenge? Do you have experience working with high net worth individuals, trusts, and estates? We are seeking a Private Client Tax Manager to join our client's team in Poole.Key Responsibilities:• Managing a diverse private client tax...
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Private Client Tax Manager
1 week ago
Poole, Poole, United Kingdom Taylor Rose Recruitment Full timeTaylor Rose Recruitment is seeking a skilled Private Client Tax Manager to join their team of tax specialists. The ideal candidate will have a strong background in personal tax and a passion for delivering exceptional client service.The role will involve managing a diverse portfolio of private clients, identifying tax planning opportunities, and providing...
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Tax Manager
1 month ago
Poole, Poole, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to lead our Private Client team on the South Coast. As a key member of our team, you will be responsible for delivering high-quality private client tax advice and compliance services to our clients.Key ResponsibilitiesManage and lead the Private Client team, ensuring the delivery of exceptional client...
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Private Client Tax Manager
5 days ago
Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeJob 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...
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Private Client Tax Manager
2 days ago
Poole, Poole, United Kingdom LHH Recruitment Full timePrivate Client Tax ManagerAs 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...
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Private Client Tax Director
4 weeks ago
Poole, Poole, United Kingdom Forvis Mazars Full timeJob Title: Private Client Tax DirectorForvis Mazars is seeking a highly skilled and experienced Private Client Tax Director to lead our Private Client 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 to our clients.Key Responsibilities:Manage and...
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Private Client Tax Director
4 weeks ago
Poole, Poole, United Kingdom Forvis Mazars Full timeJob Title: Private Client Tax DirectorForvis Mazars is seeking a highly skilled and experienced Private Client Tax Director to lead our Private Client 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 to our clients.Key Responsibilities:Manage and...
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Private Client Tax Manager
1 day ago
Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeTax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...
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Private Client Tax Manager
2 weeks ago
Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeTax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...
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Private Client Tax Manager
1 day ago
Poole, United Kingdom Taylor Rose Recruitment Ltd Full timeTax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...
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Private Client Tax Director
1 month ago
Poole, Poole, United Kingdom Forvis Mazars Full timeJob Title: Private Client Tax DirectorForvis Mazars is seeking a highly skilled and experienced Private Client Tax Director to lead our Private Client 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 to our clients.Key Responsibilities:Manage and...
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Private Client Tax Director
1 month ago
Poole, Poole, United Kingdom Forvis Mazars Full timeJob Title: Private Client Tax DirectorForvis Mazars is seeking a highly skilled and experienced Private Client Tax Director to lead our Private Client 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 to our clients.Key Responsibilities:Manage and...
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Private Client Tax Director
3 weeks ago
Poole, Poole, United Kingdom Forvis Mazars Full timeJob Title: Private Client Tax DirectorWe are seeking a highly skilled and experienced Private Client Tax Director to join our team at Forvis Mazars. As a key member of our Private Client team, you will be responsible for delivering high-quality tax advice and compliance services to our clients.Key Responsibilities:Lead and manage the Private Client team for...
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Private Client Tax Director
3 weeks ago
Poole, Poole, United Kingdom Forvis Mazars Full timeJob Title: Private Client Tax DirectorWe are seeking a highly skilled and experienced Private Client Tax Director to join our team at Forvis Mazars. As a key member of our Private Client team, you will be responsible for delivering high-quality tax advice and compliance services to our clients.Key Responsibilities:Lead and manage the Private Client team for...
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Senior Private Client Tax Manager
2 days ago
Poole, Poole, United Kingdom DeFi Planet Full timeDeFi 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...
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Private Client Tax Senior
5 months ago
Poole, United Kingdom Crowe Watson Recruitment Full timeCrowe Watson Recruitment is excited to offer an outstanding opportunity for a Private Client Tax Senior to join a leading firm of Chartered Accountants in Poole. This role is perfect for an individual who is committed to excellence in the field of tax advisory and compliance services. Our client is a well-established firm that prides itself on delivering...
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Private Client Tax Director
1 month ago
Poole, Poole, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Client Tax Director to join our team at Forvis Mazars. As a key member of our Private Client team, you will be responsible for delivering high-quality tax advice and compliance services to our clients.Key ResponsibilitiesLead and manage the Private Client team for the South Coast region,...
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Private Client Tax Director
1 month ago
Poole, Poole, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Client Tax Director to join our team at Forvis Mazars. As a key member of our Private Client team, you will be responsible for delivering high-quality tax advice and compliance services to our clients.Key ResponsibilitiesLead and manage the Private Client team for the South Coast region,...