Overview
We are recruiting for a Private Client Tax Manager role at ACCA Careers on behalf of a market leading accountancy firm in Tunbridge Wells. The client portfolios will consist of private clients with both established and growing wealth, with a focus on private equity executives and their families.
Responsibilities
* You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
* You will be managing a client portfolio reviewing the work of junior team members.
* Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
* Monitoring of WIP and drafting fee notes
* Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
* Developing the more junior team including providing timely feedback and assisting them with technical and personal development
Qualifications
* You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
* You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
* Ability to think beyond the technical elements of your work and consider the client's overall landscape.
* Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
* People management and organisational experience
* Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA
Benefits
* £55,000 - £65,000 DOE
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependant)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
Industry
* Accounting
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