Back to search
Private Client Tax Manager - Market leading accountancy firm in Tunbridge Wells
Client Details
We are currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.
Description
Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families.
- You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
- You will be managing a client portfolio reviewing the work of junior team members.
- Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
- Monitoring of WIP and drafting fee notes
- Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
- Developing the more junior team including providing timely feedback and assisting them with technical and personal development
Profile
- You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
- You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
- Ability to think beyond the technical elements of your work and consider the client's overall landscape.
- Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
- People management and organisational experience
- Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA
Job Offer
- £55,000 - £65,000 DOE
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
