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Private Client Tax Manager
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What you'll do
- Managing a portfolio of private clients and delivering both compliance and consultancy services
- Reviewing Self Assessment and CGT returns
- Responding to client queries and liaising with internal stakeholders
- Supporting advisory projects for example trust and estate planning, international tax, pension strategies, and profit extraction
- Monitoring work-in-progress and billing to ensure commercial efficiency
- Ensuring adherence to internal procedures and regulatory requirements
- Participating in business development activities, including attending prospective client meetings
- Providing training and mentorship to junior staff and contributing to their professional development
What they're looking for
- Professionally qualified and a proactive, professional approach
- Excellent communication and interpersonal skills
- Ability to manage competing priorities and work independently
- Sound judgment in identifying when to escalate complex matters
- Commitment to delivering exceptional client service
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
An excellent opportunity has arisen for an experienced and motivated private client tax specialist to join our expanding team. This role is ideal for someone seeking to develop their expertise within a sociable, dynamic and supportive environment.
About the team
The team advises a diverse and sophisticated client base, including high-net-worth and ultra-high-net-worth individuals, international families, entrepreneurs, and senior professionals. Their affairs often involve complex tax considerations such as residence and domicile, UK and offshore trusts, property ownership across jurisdictions, and entrepreneurs.
Role overview
The successful candidate will work closely with the management team to deliver high-quality compliance and advisory services. You will assume responsibility for your own workload, contribute to the management of a client portfolio, and provide guidance and mentorship to junior team members.
Key responsibilities
Managing a portfolio of private clients and delivering both compliance and consultancy services
Reviewing Self Assessment and CGT returns
Responding to client queries and liaising with internal stakeholders
Supporting advisory projects for example trust and estate planning, international tax, pension strategies, and profit extraction
Monitoring work-in-progress and billing to ensure commercial efficiency
Ensuring adherence to internal procedures and regulatory requirements
Participating in business development activities, including attending prospective client meetings
Providing training and mentorship to junior staff and contributing to their professional development
Candidate profile
Professionally qualified and a proactive, professional approach
Excellent communication and interpersonal skills
Ability to manage competing priorities and work independently
Sound judgment in identifying when to escalate complex matters
Commitment to delivering exceptional client service
This position offers a clear pathway for career progression, exposure to high-calibre work, and the opportunity to be a key player in a team where each individual is valued for their contribution.
Company
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