Private Tax Manager

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.

Tax Compliance & Planning

• Prepare and review complex personal tax returns, including self-assessment, capital gains tax, and inheritance tax computations
• Manage tax compliance for trusts, estates, and family investment companies
• Develop and implement tax-efficient strategies for high-net-worth clients
• Advise on capital gains tax planning, including reliefs such as Business Asset Disposal Relief and Investors' Relief
• Provide inheritance tax planning advice and estate structuring solutions

Client Management

• Build and maintain strong relationships with private clients and their professional advisors
• Lead client meetings and present complex tax advice in an accessible manner
• Manage a diverse portfolio of private clients with varying complexity levels
• Coordinate with other departments to deliver comprehensive client solutions
• Handle client queries and provide timely, accurate tax advice

Team Leadership & Development

• Supervise and mentor junior tax staff and trainees
• Review work quality and provide constructive feedback
• Delegate assignments effectively and monitor progress
• Support team development through training and knowledge sharing
• Contribute to the recruitment and selection of new team members

Technical Excellence

• Stay current with tax legislation changes and their practical implications
• Research complex tax issues and provide innovative solutions
• Attend relevant CPD courses and technical updates
• Contribute to the firm's technical knowledge base and best practices

Business Development

• Identify opportunities for additional services within existing client relationships
• Support partner-led business development activities
• Participate in networking events and professional forums
• Maintain relationships with referral sources including solicitors, IFAs, and other professionals

Qualifications & Experience

• ACA, ACCA, CTA, or equivalent professional qualification
• Minimum 5-7 years of private client tax experience
• Strong technical knowledge of UK personal taxation, trusts, and estates
• Experience with tax compliance software and Excel proficiency
• Previous experience in a supervisory or mentoring role