Personal Tax Manager / Director

Private Client Tax Manager/Director

Salary: Up to £100,000

Working Arrangements: Hybrid or Fully Remote

Role Description

An innovative and expanding accountancy firm is embracing modern technology and closer client partnerships to deliver a more commercial, advisory-focused service.

This is a highly relationship-focused role offering ownership of a portfolio of private clients, trusts, estates and owner-managed businesses.

You'll work closely with clients on a range of personal tax matters, whilst having direct access to senior leadership and the opportunity to play a key role in the growth of the firm's private client offering.

What's in it for you?

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• Private healthcare
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• Hybrid or Remote working
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• Pension scheme
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• Advisory-focused role
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• Modern technology-driven environment
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• Direct access to senior leadership
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• Genuine Director and Equity Partner progression opportunities
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• Opportunity to help shape and grow a private client service line
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What you'll do

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• Manage a portfolio of private clients, trusts and estates
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• Review personal, partnership and trust tax returns
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• Deliver advisory work across personal tax, CGT, IHT and trust taxation
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• Build and maintain strong client relationships
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• Manage compliance deadlines across your portfolio
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• Support and develop junior team members
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• Work closely with colleagues across tax, accounting and advisory services
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• Identify opportunities to expand client relationships and service offerings
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• Contribute to the growth of the firm's private client and family business offering
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What you'll need

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• CTA, ATT, ACA, ACCA or equivalent qualification
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• Strong personal tax experience gained within practice
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• Experience managing portfolios of private clients, trusts and estates
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• Technical knowledge across personal tax, CGT, IHT and trust taxation
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• Strong client relationship and communication skills
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• Commercial mindset and interest in advisory work
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• Ambition to progress and take on greater responsibility
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Ready to apply?

If you're a Personal Tax professional looking for a more advisory-focused role with genuine progression opportunities and the chance to make a real impact within a growing firm, please apply directly with your CV or contact Harry Watson at AJ Chambers for a confidential discussion.