At a Glance
- Tasks: Manage a diverse portfolio of private client tax cases and ensure compliance is delivered accurately.
- Company: A growing professional services firm focused on client relationships and compliance.
- Benefits: Competitive salary, career development opportunities, and the chance to mentor junior team members.
- Other info: Dynamic role with opportunities for broader client exposure and professional growth.
- Why this job: Take ownership of complex tax work and build long-term client relationships in a supportive environment.
- Qualifications: Experience at Assistant Manager level or above in private client tax management.
The predicted salary is between 60000 - 75000 £ per year.
A growing professional services firm is looking to appoint an experienced Private Client Tax Manager or Senior Manager to join its compliance-focused private client team. This is a strong opportunity for someone who enjoys managing their own portfolio, building long-term client relationships and taking ownership of complex private client tax work, particularly around trusts, estates, IHT, TRS and personal tax compliance.
The role would suit someone already operating at Assistant Manager level or above who is ready for more ownership, broader client exposure and the chance to support the development of junior team members.
The role
- You will manage a varied private client portfolio, acting as the main day-to-day contact and ensuring all compliance work is delivered accurately and on time.
- Typical work will include:
- Managing a portfolio of private client, trust and estate tax cases
- Preparing and reviewing Self Assessment tax returns
- Handling trust and estate compliance matters, including TRS requirements
- Supporting with IHT returns and related estate administration matters
- Preparing CGT calculations and real-time CGT reporting where required
- Reviewing work prepared by junior members of the team
- Monitoring deadlines, workflow, WIP and billing across your portfolio
- Identifying additional client needs and opportunities for wider advisory services
Private Client Tax Manager employer: Abbeygate Search Ltd
Join a dynamic and growing professional services firm that prioritises a collaborative culture and employee development. As a Private Client Tax Manager, you will enjoy the flexibility of hybrid working, comprehensive benefits including private medical cover and enhanced family leave, and the opportunity to mentor junior colleagues while managing your own diverse portfolio. This role is perfect for those seeking meaningful work in a supportive environment that fosters both personal and professional growth.
