1. Well established accountancy firm in Weybridge
2. Private Client Tax Manager role
About Our Client
Our client is a well established accountancy practice in Weybridge. They are committed to providing expert advice and tailored solutions to their diverse client base.
Job Description
3. Manage a portfolio of private clients, delivering tailored tax advice and solutions.
4. Prepare and review self-assessment tax returns and associated computations.
5. Advise clients on inheritance tax, capital gains tax, and other personal tax matters.
6. Assist with tax planning strategies to optimise clients' financial positions.
7. Ensure compliance with HMRC regulations and stay updated on changes in tax legislation.
8. Build and maintain strong client relationships, acting as a trusted advisor.
9. Provide support and guidance to junior team members as needed.
10. Collaborate with other departments to deliver a seamless client experience.
The Successful Applicant
A successful Private Client Tax Manager should have:
11. Professional qualifications in tax or accountancy, such as CTA, ATT, or ACCA.
12. Strong technical knowledge of personal tax and associated legislation.
13. Proven ability to manage client relationships effectively.
14. Experience in delivering tax planning advice to private clients.
15. Excellent attention to detail and strong analytical skills.
16. Ability to work independently and manage multiple priorities efficiently.
What's on Offer
17. Competitive salary ranging from £60,000 to £70,000 per annum.
18. Opportunity to work with a respected professional services firm in Weybridge.
19. Supportive and collaborative working environment.
20. Potential for career growth and development within the tax department.
21. Hybrid working.