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Personal Client Tax Manager Senior Manager

Distinct Recruitment
Posted 13 days ago, valid for 7 days
Location

St. Albans, Hertfordshire AL3 6JZ, England

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A top 40 accountancy firm is seeking a Tax Manager to join their expanding team, focusing on private client tax and financial planning.
  • The role involves managing a portfolio of high-net-worth individuals (HNWIs) and providing expert tax advice, including income tax and inheritance tax planning.
  • Candidates must be CTA qualified and have at least 5 years of private client tax experience.
  • The position offers a competitive salary and benefits package, along with hybrid working options for better work-life balance.
  • This opportunity is ideal for those looking for a challenge in a progressive firm with strong growth potential.

A top 40 accountancy firm is looking for a Tax Manager to join their expanding team. Known for their expertise in private client tax and financial planning, the firm offers a collaborative and supportive work environment with offices across the UK.

Key Responsibilities:

  • Manage a portfolio of HNWIs, handling income tax, capital gains tax, and PAYE coding.
  • Review and submit Self-Assessment tax returns.
  • Provide expert advice on inheritance tax, income tax, and capital gains tax planning.
  • Assist in preparing advisory reports on IHT planning, UK trusts, and business structures.
  • Liaise with clients and HMRC on inquiries and disclosures.
  • Attend client meetings, manage follow-up actions, and ensure deadlines are met.
  • Support business development activities through networking.

Benefits:

  • Hybrid working for a better work-life balance.
  • Competitive salary and benefits package.
  • Continuous professional development and training.
  • Work in a collaborative and supportive team.
  • Exposure to a diverse and international client portfolio.

Requirements:

  • CTA qualified with 5+ years of private client tax experience.
  • Excellent communication and organizational skills.
  • Ability to work independently and prioritize tasks effectively.
  • Proficiency in Word, Excel, and CCH software.

If you're seeking a new challenge in a progressive firm with strong growth potential, this could be the opportunity for you!

Distinct Recruitment Privacy Policy

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.