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Private Client Tax Manager Senior Manager

Distinct Recruitment
Posted 12 hours ago, valid for 15 days
Location

St. Albans, Hertfordshire AL21QL, England

Salary

£60,000 - £72,000 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 leading top 40 accountancy firm is seeking a Tax Senior to join their growing team.
  • The role involves managing a portfolio of high-net-worth individuals and providing comprehensive tax planning advice.
  • Candidates must be CTA qualified with at least 5 years of private client tax experience.
  • The position offers a competitive salary and benefits package, along with hybrid working options.
  • This is an excellent opportunity for those looking for a new challenge in a supportive and collaborative environment.

A leading top 40 accountancy firm is seeking a Tax Senior to join their growing team. The firm is renowned for its expertise in private client tax and financial planning and offers a collaborative and supportive working environment with offices across the UK.

Key Responsibilities:

  • Manage a portfolio of HNWIs, handling income tax, capital gains tax, and PAYE coding.
  • Review and file Self-Assessment tax returns.
  • Provide tax planning advice on inheritance, income, and capital gains tax.
  • Assist with 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 tasks, and ensure deadlines are met.
  • Contribute to business development through networking.

Benefits:

  • Hybrid working for a flexible work-life balance.
  • Competitive salary and benefits package.
  • Ongoing professional development and training opportunities.
  • Work in a collaborative team environment with supportive leadership.
  • Exposure to a varied and international client base.

Requirements:

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

If you're looking for a new challenge in a forward-thinking firm with excellent growth opportunities, this could be the role 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.