Private Tax Manager

We are seeking a highly skilled and motivated Private Client Tax Manager to join a prestigious and growing private client tax team. This is an exceptional opportunity to work within a collaborative and forward-thinking environment, where you will play a pivotal role in advising high-net-worth individuals, families, and their associated structures on complex financial and tax matters.

Our client's private client tax team is renowned for its expertise and dedication to delivering tailored solutions that help clients navigate significant financial decisions. The team works closely with other specialist departments within the firm, offering a holistic approach to client service and fostering opportunities for cross-team collaboration.

• Manage a diverse portfolio of private clients, ensuring the highest standard of service delivery and client satisfaction.

• Oversee the review process for all client-related work, ensuring accuracy, compliance, and timely delivery.

• Collaborate with senior team members to manage client portfolios, including monitoring billing targets and financial performance.

• Provide expert advisory services to clients, addressing both compliance and strategic tax planning needs.

• Mentor and support junior team members, offering guidance, feedback, and assistance to foster their professional development.

• Stay abreast of the latest developments in personal tax legislation and identify planning opportunities to benefit clients.

• Build and maintain strong relationships with clients, colleagues, and external contacts to drive business growth and client retention.

• Contribute to business development initiatives, leveraging existing client relationships and networking opportunities to generate new leads.

• Professional Qualifications: ATT/CTA, ACA, or equivalent qualification.

• Experience: Proven experience in reviewing, preparing, and filing UK tax returns for private clients.

• Technical Knowledge: Comprehensive understanding of private client tax matters, including inheritance tax, capital gains tax, and income tax.

• Leadership Skills: Ability to review and guide the work of junior team members, providing constructive feedback and support.

• Relationship Building: Strong interpersonal skills with a proven ability to build rapport with clients and colleagues.

• Business Development: A proactive approach to identifying and pursuing new business opportunities.

• Passion for Growth: A commitment to continuous learning and expanding your expertise in personal tax.

This is a chance to join a dynamic and supportive team where your expertise will be valued, and your professional development encouraged. You'll have the opportunity to work on high-profile cases, collaborate with talented colleagues across the firm, and contribute to the growth and success of the private client tax practice.

If you are a dedicated tax professional with a passion for delivering exceptional client service and a desire to grow within a thriving team, we would love to hear from you.