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Private client tax manager

Cheltenham
Permanent
Page Personnel
Tax manager
Posted: 17 February
Offer description

1. Learn from an outstanding suite of Partner & Directors
2. Manage your own PCT advisory portfolio

About Our Client

This role is with a Top-20 firm that specialises in tax advisory and compliance. As a nationally-leading organisation, it provides a supportive environment for career growth and professional development within its tax department.

Job Description

3. Manage a portfolio of private clients, ensuring timely and accurate tax compliance and advisory services.
4. Provide technical advice on complex tax matters, including inheritance tax, capital gains tax, and trusts.
5. Review tax returns and computations prepared by junior team members.
6. Build and maintain strong client relationships, acting as a trusted advisor.
7. Identify tax planning opportunities and recommend tailored solutions to clients.
8. Support the tax team in meeting departmental objectives and deadlines.
9. Keep up to date with changes in tax legislation and regulations.
10. Assist in business development initiatives, including networking and proposal preparation.

The Successful Applicant

A successful Private Client Tax Manager should have:

11. Professional tax or accountancy qualifications such as CTA, ATT, or ACCA.
12. Strong technical knowledge of UK tax regulations and private client tax matters.
13. Experience managing a portfolio of private clients in a professional services environment.
14. Excellent communication and interpersonal skills to liaise with clients and colleagues effectively.
15. Attention to detail and the ability to handle complex tax issues with accuracy.
16. A proactive approach to problem-solving and identifying opportunities for clients.

What's on Offer

17. Competitive salary range between £48,000 and £56,000 GBP per annum.
18. Opportunities for professional development and career progression.
19. Supportive and collaborative working environment within a professional services firm.
20. Comprehensive benefits package (details to be confirmed).
21. Challenging and rewarding work in a respected tax department.

If you are an experienced Private Client Tax Manager looking for a permanent role within professional services, we encourage you to apply today!

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