1. Leading practice form with great scope for progression and development
2. Remote-first job role with 1 day a month in the office
About Our Client
This opportunity is with a reputable professional services organisation that specialises in offering a range of expert advisory and consultancy services. The company operates as part of a large organisation with a well-established presence in the industry, known for its focus on quality and client satisfaction.
Job Description
3. Provide tailored tax planning and compliance advice to private clients, including high-net-worth individuals and business owners.
4. Review and prepare personal tax returns, ensuring accuracy and adherence to regulatory requirements.
5. Build and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters.
6. Identify opportunities for additional advisory services and communicate these effectively to clients.
7. Collaborate with internal teams to deliver a seamless and comprehensive service to clients.
8. Manage a portfolio of clients, ensuring deadlines are met and work is delivered to a high standard.
9. Provide technical guidance and support to junior team members as needed.
10. Stay up-to-date with changes in tax legislation and ensure compliance with current regulations.
The Successful Applicant
A successful Private Client Tax Manager should have:
11. A recognised tax or accounting qualification, such as ATT, CTA, ACA etc.
12. Proven expertise in private client tax, including compliance and advisory work.
13. Excellent communication skills and the ability to build strong client relationships.
14. A proactive approach to identifying opportunities and solving client challenges.
15. A solid understanding of tax legislation and its practical application.
What's on Offer
16. A competitive salary.
17. Flexible benefits, allowing you to tailor a package suited to your needs.
18. Generous holiday allowance to support work-life balance.
19. A supportive company culture with opportunities for career progression.
20. Access to ongoing professional development and training.
This is a brilliant opportunity to advance your career in the professional services industry. If you're based in or around Milton Keynes and have the skills for this Private Client Tax Manager role, we encourage you to apply today!