Job Description
We are seeking a Private Client Tax Manager to join a professional services firm in South West London. This role requires expertise in managing personal tax matters for high-net-worth individuals and providing tailored tax planning advice.
Client Details
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.
Description
* Manage a portfolio of private clients, including high-net-worth individuals, ensuring their tax affairs are compliant and efficient.
* Provide bespoke tax planning advice tailored to each client's personal and financial circumstances.
* Oversee the preparation and review of self-assessment tax returns.
* Advise on inheritance tax, capital gains tax, and income tax matters, ensuring clients benefit from effective planning strategies.
* Identify opportunities for tax savings and make recommendations to clients.
* Build and maintain strong client relationships, acting as a trusted advisor.
* Support junior team members with technical guidance and mentoring.
* Stay updated on changes in tax legislation and ensure compliance within the department.
Profile
A successful Private Client Tax Manager should have:
* A professional qualification such as CTA, ACA, or equivalent.
* Proven experience in private client tax within the accountancy industry.
* Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
* Excellent client management and communication skills.
* A proactive approach to identifying tax planning opportunities.
* Ability to manage a portfolio and meet deadlines effectively.
* Experience in mentoring or managing junior team members.
Job Offer
* Competitive salary ranging from £65,000 to £85,000 per annum.
* Opportunity to work with a respected professional services firm in South West London.
* Challenging and rewarding role within the tax department.
* Supportive work environment with opportunities for professional growth.
* Permanent position offering stability and career development.
* Hybrid working.