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Private Client Tax Manager
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Private Client Tax Manager
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.
Client Details
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.
Description
- 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.
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Profile
A successful Private Client Tax Manager should have:
- 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.
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Job Offer
- 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.
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