Private Client Tax Manager

TPF Recruitment is delighted to be supporting a leading mid tier firm of chartered accountancy practice in their search for a Private Client Tax Manager to join their highly regarded team in Maidstone.

This is a newly created position that has arisen as a result of the firm's continued growth, making it an excellent opportunity to join a thriving and expanding Private Client Tax department with genuine long term career prospects.

Working within a collaborative and highly technical team, you'll advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families and trusts, delivering bespoke tax planning solutions across a wide range of complex private client matters. This is a predominantly advisory role, with oversight of compliance work, offering excellent exposure to challenging and rewarding projects.

As a Private Client Tax Manager, your responsibilities will include:

• Managing a portfolio of high net worth and ultra high net worth private clients.
  
  Delivering proactive tax planning and advisory services across a wide range of private client tax matters.
• Reviewing and overseeing personal tax compliance whilst maintaining a strong advisory focus.
• Advising clients on residency, domicile and international tax issues, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules.
• Advising on historic non domicile, remittance basis and mixed fund matters.
• Providing guidance on the UK Statutory Residence Test and double tax treaties.
• Advising on UK and offshore trust structures, succession planning and wealth preservation.
• Delivering Inheritance Tax planning advice, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other available reliefs and exemptions.
• Advising on property holding structures and Family Investment Companies.
• Supporting clients through HMRC enquiries and responding to HMRC nudge letters.
• Preparing high quality technical reports and presenting complex advice in a clear, commercial manner.
• Managing client relationships, budgets, fee estimates and billing.
• Supporting and mentoring junior members of the team while working closely with Partners and Directors on advisory projects.

We're looking for an ambitious Private Client Tax professional who is seeking a long term career within a growing mid tier accountancy practice.

• CTA qualification
• At least two years' post qualification experience.
• Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice.
• STEP qualification would be advantageous.
• Excellent technical knowledge across private client taxation.
• Strong report writing and advisory skills.
• Experience managing billing, fee estimates, budgets and client expectations.
• Excellent communication and relationship building skills.
• A stable career history with a genuine desire to build a long term career within a growing team.

• Competitive salary of £60,000 to £75,000, depending on experience.
• Comprehensive benefits package.
• Hybrid and flexible working.
• Predominantly advisory work with exposure to complex private client tax planning.
• The opportunity to work with an exceptional portfolio of high net worth and ultra high net worth clients.
• Clear career progression within one of the UK's leading mid tier accountancy practices.
• Ongoing professional development and technical training.
• A collaborative, supportive and inclusive working environment.

If you're an experienced CTA qualified Private Client Tax Manager looking to join a growing mid tierfirm where you can work on high quality advisory projects while continuing to develop your career, we'd love to hear from you.