Private Client Tax Manager

The Private Client Tax Manager will oversee a portfolio of high-net-worth individuals, providing tailored tax planning and compliance advice. This role in Maidstone requires expertise in personal tax matters within the professional services industry.

Client Details

Our client is a top 15, award winning accountancy firm based in the Maidstone area.

Description

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• Manage and oversee a portfolio of private clients, including high-net-worth individuals and business owners.
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• Provide expert tax planning advice, ensuring compliance with relevant legislation.
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• Prepare and review complex personal tax returns.
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• Identify and implement tax-saving opportunities for clients.
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• Act as the primary point of contact for clients, addressing queries promptly and professionally.
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• Support and mentor junior team members to enhance their skills and performance.
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• Stay up to date with changes in tax laws and regulations affecting private clients.
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• Collaborate with other departments to provide comprehensive client services.
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Profile

A successful Private Client Tax Manager should have:

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• A recognised qualification in tax, such as ATT or CTA.
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• Strong knowledge of UK personal tax legislation and compliance processes.
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• Proven experience managing a portfolio of private clients.
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• Excellent communication skills to liaise effectively with clients and colleagues.
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• A proactive approach to identifying tax planning opportunities.
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• Experience in Trusts, Inheritance Tax and Capital Gains tax.
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Job Offer

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• A competitive salary ranging from £50,000 to £65000, depending on experience.
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• A permanent position within a reputable professional services firm in Maidstone.
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• Opportunities for professional growth and development in accounting and finance.
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• A supportive team environment focused on delivering excellent client service.
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• Access to resources and training to stay current in tax legislation and best practices.
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