Private Client Tax Manager at a Top 10 UK accountancy firm managing diverse portfolios of high-net-worth individuals. Delivering compliance and advisory services in a hybrid working environment.
Responsibilities
Manage a portfolio of private clients, ensuring advisory needs are addressed.
Act as the key point of contact for clients, developing strong, long-term relationships
Review and oversee the preparation of self-assessment tax returns, IHT, CGT, and trust returns
Deliver bespoke tax planning solutions including inheritance tax, estate planning, residency, domicile, and succession planning
Lead or support on advisory projects alongside partners
Supervise, support, and develop junior members of the team
Stay up to date with current legislation and communicate changes internally and to clients
Requirements
CTA / ACA / ACCA qualified (or equivalent)
Significant experience in private client tax within an accountancy practice environment
Strong technical knowledge of UK personal tax legislation
Ability to manage and advise high-net-worth individuals and complex personal tax affairs
Strong interpersonal skills and experience mentoring junior staff.
Benefits
Hybrid and flexible working
Birthday leave and enhanced holiday package
Professional subscription support
Access to exciting client work, both compliance and advisory
Clear career progression in a top-tier firm with a supportive team culture
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