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Private client tax manager

Wells
Page Personnel
Tax manager
Posted: 20h ago
Offer description

Job Title: Private Client Tax Manager


Location:

Royal Tunbridge Wells, United Kingdom


Company:

Page Personnel


Job Category:

Other


Job Reference:

0216293aed1b


Posted:

25.06.2025


Expiry Date:

09.08.2025


Job Description:

* Manage private client portfolios, including both established and growing wealth, with a focus on private equity executives and their families.
* Deliver work to clients within agreed timelines and budgets.
* Manage a client portfolio, reviewing the work of junior team members.
* Liaise with other service lines, such as Accounts & Corporate Tax, to deliver comprehensive services.
* Monitor work in progress (WIP) and draft fee notes.
* Maintain strong client relationships and support senior team members in identifying new business opportunities.
* Develop junior team members through feedback and technical/personal development.


Candidate Profile:

* Significant experience in a professional services firm, with knowledge of complex private client tax issues, including capital gains tax and inheritance tax.
* Strong technical knowledge with the ability to communicate complex messages effectively.
* Ability to consider the client's overall landscape beyond technical details.
* Experience in delivering tax planning/advisory projects and managing compliance issues.
* People management and organizational skills.
* Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).
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