About the role...
What stands you apart from the rest? Outstanding communication? Acting with purpose? Thinking outside the box and taking the team and client on the journey with you? We are looking for a Private Client Tax Manager to come and join us. You will… Build secure and trusted relationships with your portfolio of high-net-worth individuals and trusts Provide expert tax advice and guidance to clients on a wide range of issues, including income tax, capital gains tax and inheritance tax If your experience is more compliance focussed, you will be responsible for all compliance matters on these clients Spot opportunities to help our clients further and deepen your relationships Provide advisory work to our high net worth individual and trust clients, working with a partner/senior manager Review work, manage and mentor junior members of the team, providing guidance and support as needed We have growth aspirations to significantly increase the size of the Private Client business and we want you to join us on that journey and be part of something special. About you...
As our next Private Client Tax Manager, aside from being ATT qualified, you will be proven in delivering sound technical advice on advisory projects or a pro in compliance, with strong leadership skills as you provide key direction to juniors. You’ll have outstanding commercial acumen, always looking for ways to develop the team and business. Your drive to deliver the best alongside your determination for getting it right first time is what makes you stand out. Own it and back it! You will be… Experienced working in a Private Client/Personal Tax focused role managing a portfolio of private clients Ideally CTA qualified Strong technical knowledge of UK tax laws and regulations, with experience in advising high-net-worth individuals and trusts A great communicator, with the ability to build strong relationships with clients and colleagues Have the ability to work independently and as part of a team, with strong organisational and time management skills About us...
We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run-of-the-mill advice. We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape. That’s how we’ve become the fastest-growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels. Over the last couple of years alone, we’ve achieved some fantastic feats: Partnered with
Waterland Private Equity
in July 2022, and are now on a lightning-fast growth journey Ranked No.1 in the
Accountancy Age Mid-Tier Power Index
in 2022 Best Companies’
No.1 Accountancy Firm & No.30 Best Large Company
to Work For in the UK Became
B Corp
Certified
in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow Came No.3 overall at the
Inspiring Workplace Awards
in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for
Inspiring Culture and Purpose, Wellbeing, Employee Voice
and
Employee Experience What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like: A
flexible approach
to work - balancing working from home, in office or with clients A generous
holiday
entitlement An
enhanced parental leave
policy No dress code
– just “wear something!” A
multi-award-winning wellbeing offering
to support your physical, mental, spiritual, and financial health Volunteering
opportunities to work closer with local communities and charities Cooper Parry social/sports clubs Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
#J-18808-Ljbffr
What stands you apart from the rest? Outstanding communication? Acting with purpose? Thinking outside the box and taking the team and client on the journey with you? We are looking for a Private Client Tax Manager to come and join us. You will… Build secure and trusted relationships with your portfolio of high-net-worth individuals and trusts Provide expert tax advice and guidance to clients on a wide range of issues, including income tax, capital gains tax and inheritance tax If your experience is more compliance focussed, you will be responsible for all compliance matters on these clients Spot opportunities to help our clients further and deepen your relationships Provide advisory work to our high net worth individual and trust clients, working with a partner/senior manager Review work, manage and mentor junior members of the team, providing guidance and support as needed We have growth aspirations to significantly increase the size of the Private Client business and we want you to join us on that journey and be part of something special. About you...
As our next Private Client Tax Manager, aside from being ATT qualified, you will be proven in delivering sound technical advice on advisory projects or a pro in compliance, with strong leadership skills as you provide key direction to juniors. You’ll have outstanding commercial acumen, always looking for ways to develop the team and business. Your drive to deliver the best alongside your determination for getting it right first time is what makes you stand out. Own it and back it! You will be… Experienced working in a Private Client/Personal Tax focused role managing a portfolio of private clients Ideally CTA qualified Strong technical knowledge of UK tax laws and regulations, with experience in advising high-net-worth individuals and trusts A great communicator, with the ability to build strong relationships with clients and colleagues Have the ability to work independently and as part of a team, with strong organisational and time management skills About us...
We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run-of-the-mill advice. We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape. That’s how we’ve become the fastest-growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels. Over the last couple of years alone, we’ve achieved some fantastic feats: Partnered with
Waterland Private Equity
in July 2022, and are now on a lightning-fast growth journey Ranked No.1 in the
Accountancy Age Mid-Tier Power Index
in 2022 Best Companies’
No.1 Accountancy Firm & No.30 Best Large Company
to Work For in the UK Became
B Corp
Certified
in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow Came No.3 overall at the
Inspiring Workplace Awards
in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for
Inspiring Culture and Purpose, Wellbeing, Employee Voice
and
Employee Experience What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like: A
flexible approach
to work - balancing working from home, in office or with clients A generous
holiday
entitlement An
enhanced parental leave
policy No dress code
– just “wear something!” A
multi-award-winning wellbeing offering
to support your physical, mental, spiritual, and financial health Volunteering
opportunities to work closer with local communities and charities Cooper Parry social/sports clubs Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
#J-18808-Ljbffr
