Private Client Tax Manager

Are you a tax professional looking for your next step in a dynamic and supportive environment? Our client, a leading firm of Chartered Accountants in York, is seeking a Private Client Tax Manager to join their growing team. This firm offers flexible working, a company pension, and much more! With a strong reputation for delivering expert tax services, they are committed to professional development and offer excellent opportunities for progression within a collaborative and forward-thinking environment.

As the Private Client Tax Manager, you will be responsible for managing a diverse portfolio of private clients, including high-net-worth individuals, business owners, and trusts. You will oversee compliance and advisory work, ensuring the highest standards of service while identifying tax planning opportunities. This role is ideal for a proactive individual who enjoys building strong client relationships and mentoring junior team members to help them develop their expertise.

Crowe Watson Recruitment is delighted to be supporting this firm in their search for top talent. As specialists in accountancy practice recruitment, we pride ourselves on connecting professionals with firms that match their skills, ambitions, and values. If you are looking for a role where you can truly make an impact, this could be the perfect opportunity for you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Key Responsibilities

• Managing a portfolio of private clients, ensuring timely and accurate tax compliance.
• Providing tax planning and advisory services to high-net-worth individuals, trusts, and business owners.
• Reviewing tax returns prepared by junior staff and providing technical guidance.
• Identifying tax-saving opportunities and advising clients accordingly.
• Supporting business development by building and maintaining client relationships.
• Keeping up to date with tax legislation and ensuring compliance with regulatory requirements.

• CTA, ACA, or ACCA qualified (or working towards a qualification).
• Strong knowledge of UK personal tax and experience in private client tax.
• Experience managing a client portfolio and providing tax planning advice.
• Excellent communication and leadership skills, with a proactive approach.
• Must have previous experience working within a UK Practice environment.
• A commitment to continuous professional development and an interest in mentoring junior staff.