Private Client Tax Manager

We are seeking a Private Client Tax Manager to join a professional services firm in South West London. This role requires expertise in managing personal tax matters for high-net-worth individuals and providing tailored tax planning advice.

Client Details

The hiring company is a well-established firm operating in the accountancy industry. They have a reputation for delivering exceptional tax and financial advisory services and are known for their commitment to excellence.

Description

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• Manage a portfolio of private clients, including high-net-worth individuals, ensuring their tax affairs are compliant and efficient.
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• Provide bespoke tax planning advice tailored to each client's personal and financial circumstances.
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• Oversee the preparation and review of self-assessment tax returns.
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• Advise on inheritance tax, capital gains tax, and income tax matters, ensuring clients benefit from effective planning strategies.
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• Identify opportunities for tax savings and make recommendations to clients.
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• Build and maintain strong client relationships, acting as a trusted advisor.
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• Support junior team members with technical guidance and mentoring.
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• Stay updated on changes in tax legislation and ensure compliance within the department.
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Profile

A successful Private Client Tax Manager should have:

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• A professional qualification such as CTA, ACA, or equivalent.
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• Proven experience in private client tax within the accountancy industry.
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• Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
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• Excellent client management and communication skills.
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• A proactive approach to identifying tax planning opportunities.
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• Ability to manage a portfolio and meet deadlines effectively.
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• Experience in mentoring or managing junior team members.
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Job Offer

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• Competitive salary ranging from £65,000 to £85,000 per annum.
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• Opportunity to work with a respected professional services firm in South West London.
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• Challenging and rewarding role within the tax department.
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• Supportive work environment with opportunities for professional growth.
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• Permanent position offering stability and career development.
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• Hybrid working.
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