The Private Client Tax Manager will oversee and manage a portfolio of private clients, ensuring compliance with tax regulations and delivering tailored advisory services. This role is ideal for a professional with expertise in tax planning and a commitment to providing high-quality service in the professional services industry.

Client Details

This opportunity is with a well-established accountancy firm based in Wimbledon. They provide comprehensive tax and advisory services to a diverse client base, combining technical expertise with a client-focused approach.

Description

Manage a portfolio of private clients, providing bespoke tax planning and compliance services.
Prepare and review personal tax returns, ensuring accuracy and adherence to regulations.
Advise clients on tax-efficient strategies, inheritance tax planning, and wealth preservation.
Act as the primary point of contact for client queries, delivering timely and professional responses.
Collaborate with other departments to provide integrated financial and tax solutions.
Keep up-to-date with changes in tax legislation and ensure clients are informed of relevant developments.
Support and mentor junior staff, ensuring their professional development and performance.
Identify opportunities for business development and contribute to the growth of the tax department.Profile

A successful Private Client Tax Manager should have:

Professional qualifications such as ACA, ACCA, ATT or CTA.
Strong technical knowledge of UK private client tax legislation.
Proven ability to manage a client portfolio within the professional services industry.
Excellent communication skills to build and maintain client relationships.
Attention to detail and a proactive approach to identifying client needs.Job Offer

Competitive salary ranging from £60,000 to £67,500 per annum.
Opportunities for career progression within the professional services industry.
Supportive and collaborative working environment in Wimbledon.
Comprehensive training and development opportunities.
Exposure to a diverse and prestigious client base.
Hybrid working