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A Private Client Tax Manager, you lead the delivery of personal tax services, managing client portfolios and ensuring compliance with UK tax regulations. You provide expert advice on complex tax planning, oversee teams, and develop strong client relationships. Your role ensures exceptional client service and contributes to the growth of the tax practice.
Job Responsibility:
Lead the delivery of personal tax services
Manage client portfolios and ensure compliance with UK tax regulations
Provide expert advice on complex tax planning
Oversee teams
Develop strong client relationships
Ensure exceptional client service
Contribute to the growth of the tax practice
Review complex Private Client tax returns
Manage a large portfolio of clients with complex needs
Build relationships with the client
Demonstrate good communication skills with the wider client team to ensure workflow is efficient and within client's expectations
Regularly attend networking events
Initiate and support business development activities
Review final tax packs / transmittal letters for Private Tax clients and approve for issue to client
Manage a team of people, delegating appropriately, ensuring team have the required skills and exposure to work
Generate leads with potential new clients and winning work
Act as line manager to members of the personal tax/trust team
Requirements:
Holds an accountancy and/or tax qualification or qualified by experience (e.g. ATT/CTA/ACA/ACCA/CA)
It is expected that the above core and technical skills will have been developed through study alongside work experience in an accountancy practice
Must be a UK/Irish citizen or already possess a current UK Working Visa
What we offer:
We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally
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