Manage a portfolio of HNWI Private Tax clients
Join an award-winning, prestigious regional firm
About Our Client
Our client is an award-winning accountancy practice firm with several offices across the South West & M4 corridor.
With a storied history of over 100 years of exemplary service to their clients across the region, providing broad and comprehensive cover to their clients' regional, national, and international needs, our client is now proud to be one of the leading middle-market firms in the country.
As part of a monumental merger with several organizations and substantial private backing, our client is expanding their current outlay and needs your support in this exciting new phase of growth and outreach. Job Description Provide a range of Tax services, managing a private client portfolio, specializing in personal tax across a mix of compliance and advisory work Identify tax-sensitive expenditure and wider tax issues Liaise with clients to resolve queries Communicate with internal departments to ensure deadlines are met, overseeing client portfolios to ensure HMRC deadlines are met Assist in managing the Private Client Tax team by hearing the voice of your team members, conducting appraisals, providing coaching on assignments to support the development of team skills and knowledge, and continually improving the quality and delivery of work Monitor your own utilization, productivity, and WIP Confidently provide guidance and feedback to others in the team The Successful Applicant A successful 'Private Client Tax Manager' should have: A full qualification in Accountancy or Taxation - CTA, ACA, ACCA, CA or equivalent Proven experience in managing a tax portfolio Excellent client management skills Strong strategic thinking and problem-solving abilities Superb leadership and mentoring abilities Thorough knowledge of tax laws and regulations What's on Offer A salary range of £40,000 to £50,000 per annum A generous benefits package - details can be provided on request A supportive, growth-oriented company culture Opportunities for professional development and advancement Generous holiday leave
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With a storied history of over 100 years of exemplary service to their clients across the region, providing broad and comprehensive cover to their clients' regional, national, and international needs, our client is now proud to be one of the leading middle-market firms in the country.
As part of a monumental merger with several organizations and substantial private backing, our client is expanding their current outlay and needs your support in this exciting new phase of growth and outreach. Job Description Provide a range of Tax services, managing a private client portfolio, specializing in personal tax across a mix of compliance and advisory work Identify tax-sensitive expenditure and wider tax issues Liaise with clients to resolve queries Communicate with internal departments to ensure deadlines are met, overseeing client portfolios to ensure HMRC deadlines are met Assist in managing the Private Client Tax team by hearing the voice of your team members, conducting appraisals, providing coaching on assignments to support the development of team skills and knowledge, and continually improving the quality and delivery of work Monitor your own utilization, productivity, and WIP Confidently provide guidance and feedback to others in the team The Successful Applicant A successful 'Private Client Tax Manager' should have: A full qualification in Accountancy or Taxation - CTA, ACA, ACCA, CA or equivalent Proven experience in managing a tax portfolio Excellent client management skills Strong strategic thinking and problem-solving abilities Superb leadership and mentoring abilities Thorough knowledge of tax laws and regulations What's on Offer A salary range of £40,000 to £50,000 per annum A generous benefits package - details can be provided on request A supportive, growth-oriented company culture Opportunities for professional development and advancement Generous holiday leave
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