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Private Client Tax Manager

Michael Page Finance
Posted 13 days ago, valid for 7 days
Location

Tunbridge Wells, Kent TN2 5FD

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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  • The Private Client Tax Manager position is available at a market-leading accountancy firm in Tunbridge Wells.
  • Candidates should have significant experience in professional services, particularly in private client tax issues, and be a Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).
  • The role involves managing a client portfolio, overseeing junior team members, and ensuring timely delivery of work within budget.
  • The salary for this position is competitive, with additional benefits including private medical insurance, life assurance, and a pension contribution.
  • The firm offers a hybrid working model, a generous holiday package, and opportunities for professional development.

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

Profile

  • 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

Job Offer

  • 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

Apply now in a few quick clicks

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.