Private Client Tax Manager

Private Client Tax Manager - Market leading accountancy firm in Tunbridge Wells

Client Details

We are currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.

Description

Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families.

• You will take responsibility for delivering work to clients in line with agreed timelines and budgets.


• You will be managing a client portfolio reviewing the work of junior team members.


• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.


• Monitoring of WIP and drafting fee notes


• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.


• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.


• You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.


• Ability to think beyond the technical elements of your work and consider the client's overall landscape.


• Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.


• People management and organisational experience


• Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA

• Competitive salary


• Private medical insurance


• Life assurance


• Pension contribution


• Hybrid working model (role dependant)


• Generous holiday package


• Option to purchase additional holiday


• Shared parental leave

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