Private Client Tax Manager

Overview

We are seeking a Private Client Tax Manager to join a professional services firm in South West London. This role requires expertise in managing personal tax matters for high-net-worth individuals and providing tailored tax planning advice.

The hiring company is a well-established firm operating in the accountancy industry. They have a reputation for delivering exceptional tax and financial advisory services and are known for their commitment to excellence.

• Manage a portfolio of private clients, including high-net-worth individuals, ensuring their tax affairs are compliant and efficient.
• Provide bespoke tax planning advice tailored to each client’s personal and financial circumstances.
• Oversee the preparation and review of self-assessment tax returns.
• Advise on inheritance tax, capital gains tax, and income tax matters, ensuring clients benefit from effective planning strategies.
• Identify opportunities for tax savings and make recommendations to clients.
• Build and maintain strong client relationships, acting as a trusted advisor.
• Support junior team members with technical guidance and mentoring.
• Stay updated on changes in tax legislation and ensure compliance within the department.

• A professional qualification such as CTA, ACA, or equivalent.
• Proven experience in private client tax within the accountancy industry.
• Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
• Excellent client management and communication skills.
• A proactive approach to identifying tax planning opportunities.
• Ability to manage a portfolio and meet deadlines effectively.
• Experience in mentoring or managing junior team members.

• Competitive salary ranging from £65,000 to £85,000 per annum.
• Opportunity to work with a respected professional services firm in South West London.
• Challenging and rewarding role within the tax department.
• Supportive work environment with opportunities for professional growth.
• Permanent position offering stability and career development.
• Hybrid working.