1. Well established independent practice in South West London
2. Private Client Tax Manager role
About Our Client
The hiring company is a well-established firm operating in the accountancy industry. They have a reputation for delivering exceptional tax and financial advisory services and are known for their commitment to excellence.
Job Description
3. Manage a portfolio of private clients, including high-net-worth individuals, ensuring their tax affairs are compliant and efficient.
4. Provide bespoke tax planning advice tailored to each client's personal and financial circumstances.
5. Oversee the preparation and review of self-assessment tax returns.
6. Advise on inheritance tax, capital gains tax, and income tax matters, ensuring clients benefit from effective planning strategies.
7. Identify opportunities for tax savings and make recommendations to clients.
8. Build and maintain strong client relationships, acting as a trusted advisor.
9. Support junior team members with technical guidance and mentoring.
10. Stay updated on changes in tax legislation and ensure compliance within the department.
The Successful Applicant
A successful Private Client Tax Manager should have:
11. A professional qualification such as CTA, ACA, or equivalent.
12. Proven experience in private client tax within the accountancy industry.
13. Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
14. Excellent client management and communication skills.
15. A proactive approach to identifying tax planning opportunities.
16. Ability to manage a portfolio and meet deadlines effectively.
17. Experience in mentoring or managing junior team members.
What's on Offer
18. Competitive salary ranging from £65,000 to £85,000 per annum.
19. Opportunity to work with a respected professional services firm in South West London.
20. Challenging and rewarding role within the tax department.
21. Supportive work environment with opportunities for professional growth.
22. Permanent position offering stability and career development.
23. Hybrid working.