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Private client tax manager

London
Permanent
Page Personnel
Tax manager
Posted: 25 September
Offer description

1. Private Client Tax Manager
2. Well established accountancy firm in Central London

About Our Client

The employer is a well-established organisation within the professional services industry, known for their focus on high-quality client service and technical excellence. Operating as part of a medium-sized team, they specialise in delivering tax solutions to private individuals and families.

Job Description

3. Manage a portfolio of private clients, ensuring timely and accurate delivery of tax services.
4. Provide tailored advice on tax planning, compliance, and wealth management strategies.
5. Prepare and review personal tax returns, ensuring compliance with relevant regulations.
6. Advise clients on inheritance tax, capital gains tax, and other related areas.
7. Identify opportunities for tax savings and risk mitigation for clients.
8. Collaborate with other departments to provide comprehensive client solutions.
9. Support junior team members by sharing knowledge and reviewing their work.
10. Stay updated on legislative changes and their impact on clients.

The Successful Applicant

A successful Private Client Tax Manager should have:

11. A relevant qualification in tax or accountancy, such as CTA, ATT, or ACA.
12. Proven experience managing private client tax portfolios.
13. Strong knowledge of UK tax legislation and compliance requirements.
14. Excellent attention to detail and analytical skills.
15. Ability to communicate effectively with high-net-worth individuals and families.
16. Proficiency in tax software and Microsoft Office tools.

What's on Offer

17. Competitive salary in the range of £60,000 to £75,000 per annum.
18. Permanent, full-time role based in London.
19. Opportunities for professional development and career progression.
20. Supportive and collaborative work environment.
21. Exposure to a varied and prestigious client base.
22. Hybrid working.

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