Join to apply for the Senior Private Client Tax Manager role at ACCA Careers
2 days ago Be among the first 25 applicants
Join to apply for the Senior Private Client Tax Manager role at ACCA Careers
An exciting opportunity has arisen for a highly skilled Senior Private Client Tax Manager to join a professional services team in Farnham. The successful candidate will oversee a portfolio of clients, providing exceptional tax consultancy services.
Client Details
Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country.
Description
* To manage/support with the tax compliance matters of a varied portfolio of clients. The portfolio currently comprises c1,000 clients, prepared by the wider Tax team.
* The majority of tax clients are personal tax based including directors and high net worth individuals along with some Trusts and some partnerships whose tax affairs are of varying complexity.
* To monitor and ensure that all statutory tax returns are completed and filed on time, are accurate and in keeping with best practice, and that all follow up action is anticipated, planned, and implemented throughout the tax year. To ensure that clients are kept informed about their obligations and deadlines and that they are kept up to date with any relevant changes in legislation or best practice.
* To maintain clear and structured compliance and advisory files and working papers and provide completed returns/letter along with relevant review points to Partner for review.
* To organise the effective time management of own workload and that of the team, planning and prioritising, and keeping the Partner informed of any anticipated bottlenecks or problems with meeting deadlines.
* To build rapport and maintain regular contact with clients by telephone, email, letter and in person.
* To keep up to date on technical matters and identifying areas/upcoming changes which may be relevant and liaising with Tax Partner to ensure feedback is communicated across both offices.
* To identify and action opportunities for tax planning with the support of the partners.
* To undertake any ad hoc projects as requested by the partners.
Profile
A Successful Senior Private Client Tax Manager Should Have
* CTA/ATT qualified.
* Extensive knowledge of tax laws and regulations.
* Exceptional client service skills with a proven ability to develop and maintain client relationships.
* Strong leadership skills and the ability to mentor junior staff.
* Excellent communication skills, both written and verbal.
Job Offer
* Competitive salary ranging from £70,000 to £80,000.
* Opportunity to work in a respected professional services firm in Alton.
* Comprehensive benefits package.
* Continuous professional development opportunities.
* A supportive work environment that values diversity and inclusion.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Accounting
Referrals increase your chances of interviewing at ACCA Careers by 2x
Sign in to set job alerts for “Private Client Manager” roles.
Assistant Manager- Family Office & Private Client
Reading, England, United Kingdom 3 weeks ago
Reading, England, United Kingdom 3 days ago
Farnham, England, United Kingdom 3 weeks ago
Reading, England, United Kingdom 1 month ago
Client Engagement (CFO solutions) - Associate Director
Reading, England, United Kingdom 15 hours ago
Reading, England, United Kingdom 1 month ago
Reading, England, United Kingdom 3 weeks ago
Reading, England, United Kingdom 1 week ago
Reading, England, United Kingdom 4 days ago
Reading, England, United Kingdom 3 weeks ago
Farnborough, England, United Kingdom 3 weeks ago
** IN-HOUSE ** Private Client Senior Associate/Legal Director, Surrey. £90,000
Surrey, England, United Kingdom 2 weeks ago
Farnborough, England, United Kingdom 6 days ago
Guildford, England, United Kingdom 1 week ago
Business Development Investment Manager (MPS)
Egham, England, United Kingdom 2 weeks ago
Associate Director and Chartered Financial Planner
Sutton, England, United Kingdom 3 months ago
Reading, England, United Kingdom 1 day ago
Woking, England, United Kingdom 2 weeks ago
Reading, England, United Kingdom 1 day ago
Chertsey, England, United Kingdom 1 day ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr