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Private client tax manager

Southampton
Permanent
Page Personnel
Tax manager
Posted: 24 November
Offer description

1. Work alongside the SLT to build your PCT advisory knowledge
2. Expand on your leadership skills in a welcoming & ambitious firm

About Our Client

The employer is a strong regional accountancy firm with a well-established presence in the Southampton area. As part of a wider international organisation, the company is focused on delivering high-quality tax services to its diverse client base.

Job Description

3. Manage a portfolio of private client tax cases, ensuring compliance and timely submissions.
4. Provide advisory services on personal tax matters, including inheritance tax and capital gains tax planning.
5. Review tax returns prepared by junior team members for accuracy and compliance.
6. Identify opportunities for tax planning and provide tailored advice to clients.
7. Act as the primary point of contact for client queries and build strong professional relationships.
8. Collaborate with colleagues across the tax department to deliver excellent client service.
9. Stay up to date with changes in tax legislation and ensure clients are informed of relevant updates.
10. Support the development and training of junior staff within the tax team.

The Successful Applicant

A successful Private Client Tax Manager should have:

11. A professional qualification in tax or accounting (e.g., CTA, ACA, or ACCA).
12. Proven experience in personal tax compliance and advisory work.
13. Strong technical knowledge of tax legislation and its application.
14. Excellent organisational skills to manage a portfolio of clients effectively.
15. The ability to communicate complex tax matters clearly to clients and colleagues.
16. A proactive approach to identifying tax planning opportunities.

What's on Offer

17. A competitive salary between £50,000 and £55,000 GBP per annum.
18. Permanent position based in Southampton.
19. Opportunities for professional development and career progression.
20. Comprehensive benefits package (details to be confirmed).

If you are an experienced Private Client Tax Manager seeking a rewarding role and step into a progressive and growing firm, we encourage you to apply today.

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