ACCA Careers
Private Client Tax Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
The Private Client Tax Manager
The Private Client Tax Manager will oversee a portfolio of high-net-worth individuals, providing tailored tax planning and compliance advice. This role in Maidstone requires expertise in personal tax matters within the professional services industry.
Client Details
Our client is a top 15, award-winning accountancy firm based in the Maidstone area.
Description
- Manage and oversee a portfolio of private clients, including high-net-worth individuals and business owners.
- Provide expert tax planning advice, ensuring compliance with relevant legislation.
- Prepare and review complex personal tax returns.
- Identify and implement tax-saving opportunities for clients.
- Act as the primary point of contact for clients, addressing queries promptly and professionally.
- Support and mentor junior team members to enhance their skills and performance.
- Stay up to date with changes in tax laws and regulations affecting private clients.
- Collaborate with other departments to provide comprehensive client services.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Profile
A Successful Private Client Tax Manager Should Have
- A recognised qualification in tax, such as ATT or CTA.
- Strong knowledge of UK personal tax legislation and compliance processes.
- Proven experience managing a portfolio of private clients.
- Excellent communication skills to liaise effectively with clients and colleagues.
- A proactive approach to identifying tax planning opportunities.
- Experience in Trusts, Inheritance Tax, and Capital Gains tax.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Job Offer
- A competitive salary ranging from £50,000 to £65,000, depending on experience.
- A permanent position within a reputable professional services firm in Maidstone.
- Opportunities for professional growth and development in accounting and finance.
- A supportive team environment focused on delivering excellent client service.
- Access to resources and training to stay current in tax legislation and best practices.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills