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Private Client Tax Manager
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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.
- Take responsibility for delivering work to clients in line with agreed timelines and budgets
- Manage a client portfolio reviewing the work of junior team members
- Liaise with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work
- Monitor WIP and draft fee notes
- Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work
- Develop the more junior team including providing timely feedback and assisting them with technical and personal development
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Profile
- Significant experience gained within another professional services firm
- Sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters
- 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 organizational experience
- Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA
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Job Offer
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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