Private Tax Manager

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Insite Group Position Overview We are seeking an experienced Private Client Tax Manager to join our prestigious boutique accounting practice in Suffolk. This senior role offers the opportunity to work with high-net-worth individuals, entrepreneurs, and family businesses, providing comprehensive tax planning and compliance services in a collaborative and client-focused environment. Key Responsibilities Tax Compliance & Planning: Prepare and review complex personal tax returns, manage tax compliance for trusts, estates, and family investment companies, develop tax-efficient strategies, advise on capital gains tax planning, and provide inheritance tax planning advice. Client Management: Build and maintain relationships with clients and advisors, lead meetings, manage diverse portfolios, coordinate with departments, and handle client queries. Team Leadership & Development: Supervise and mentor staff, review work, delegate tasks, support training, and contribute to recruitment. Technical Excellence: Stay updated on tax legislation, research complex issues, attend CPD courses, and contribute to knowledge bases. Business Development: Identify service opportunities, support business growth activities, participate in networking, and maintain referral relationships. Essential Requirements Qualifications: ACA, ACCA, CTA, or equivalent Experience: 5-7 years in private client tax Knowledge: UK personal taxation, trusts, estates Skills: Tax compliance software, Excel proficiency Leadership: Supervisory or mentoring experience Desired Skills and Experience Private Tax, Personal Tax, IHT, GCT, Trust Tax, Estate Planning Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing Industries Accounting #J-18808-Ljbffr