Private Client Tax Manager

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.

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• You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
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• You will be managing a client portfolio reviewing the work of junior team members.
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• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
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• Monitoring of WIP and drafting fee notes
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• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
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• Developing the more junior team including providing timely feedback and assisting them with technical and personal development
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Profile

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• 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.
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• You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
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• Ability to think beyond the technical elements of your work and consider the client's overall landscape.
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• Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
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• People management and organisational experience
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• Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA
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Job Offer

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• Competitive salary
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• Private medical insurance
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• Life assurance
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• Pension contribution
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• Hybrid working model (role dependant)
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• Generous holiday package
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• Option to purchase additional holiday
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• Shared parental leave
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