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Position Overview
We are seeking an experienced Private Client Tax Manager to join our prestigious boutique accounting practice in Suffolk. This senior role offers the opportunity to work with high-net-worth individuals, entrepreneurs, and family businesses, providing comprehensive tax planning and compliance services in a collaborative and client-focused environment.
Key Responsibilities
* Tax Compliance & Planning: Prepare and review complex personal tax returns, manage tax compliance for trusts, estates, and family investment companies, develop tax-efficient strategies, advise on capital gains tax planning, and provide inheritance tax planning advice.
* Client Management: Build and maintain relationships with clients and advisors, lead meetings, manage diverse portfolios, coordinate with departments, and handle client queries.
* Team Leadership & Development: Supervise and mentor staff, review work, delegate tasks, support training, and contribute to recruitment.
* Technical Excellence: Stay updated on tax legislation, research complex issues, attend CPD courses, and contribute to knowledge bases.
* Business Development: Identify service opportunities, support business growth activities, participate in networking, and maintain referral relationships.
Essential Requirements
* Qualifications: ACA, ACCA, CTA, or equivalent
* Experience: 5-7 years in private client tax
* Knowledge: UK personal taxation, trusts, estates
* Skills: Tax compliance software, Excel proficiency
* Leadership: Supervisory or mentoring experience
Desired Skills and Experience
Private Tax, Personal Tax, IHT, GCT, Trust Tax, Estate Planning
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Accounting/Auditing
Industries
* Accounting
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