1. Well established accountancy firm in the Surbiton area
2. Private Client Tax Senior Manager role
About Our Client
This professional services firm operates as a mid-sized organisation with a strong reputation for delivering high-quality tax advisory and compliance services. They are committed to providing tailored solutions to their clients and fostering a collaborative and supportive working environment.
Job Description
3. Manage and oversee a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
4. Provide expert advice on personal tax matters, including inheritance tax, capital gains tax, and income tax planning.
5. Build and maintain strong relationships with clients, acting as their trusted advisor.
6. Review and sign off tax returns prepared by junior team members.
7. Identify tax planning opportunities and deliver tailored solutions for clients.
8. Support the development of junior team members through mentoring and training initiatives.
9. Keep up to date with changes in tax legislation and ensure compliance with regulatory standards.
10. Contribute to the growth and development of the tax department by identifying new business opportunities.
The Successful Applicant
A successful Private Client Tax Senior Manager should have:
11. A professional qualification such as CTA, ACA, or equivalent.
12. Extensive experience in private client tax within the professional services industry.
13. Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
14. Proven ability to manage a portfolio of clients and deliver high-quality service.
15. Excellent communication and interpersonal skills to build and maintain client relationships.
16. A proactive approach to identifying tax planning opportunities.
What's on Offer
17. Competitive salary of £65,000 to £75,000 per annum, depending on experience.
18. Opportunities for career progression within the tax department.
19. A supportive and collaborative team environment in the Surbiton office.
20. Access to ongoing professional development and training programmes.
21. Bonus scheme.
22. Hybrid working.