Private Client Tax Manager

The Private Client Tax Manager will oversee a portfolio of high-net-worth individuals, providing tailored tax planning and compliance advice. This role in Maidstone requires expertise in personal tax matters within the professional services industry.

Client Details

This opportunity is with a well-established organisation within the professional services industry, known for its expertise in accounting and finance. As a mid-sized firm, they offer a supportive and professional environment for career development.

Description

• Manage and oversee a portfolio of private clients, including high-net-worth individuals and business owners.
• Provide expert tax planning advice, ensuring compliance with relevant legislation.
• Prepare and review complex personal tax returns.
• Identify and implement tax-saving opportunities for clients.
• Act as the primary point of contact for clients, addressing queries promptly and professionally.
• Support and mentor junior team members to enhance their skills and performance.
• Stay up to date with changes in tax laws and regulations affecting private clients.
• Collaborate with other departments to provide comprehensive client services.

A Successful Private Client Tax Manager Should Have

• A recognised qualification in tax, such as ATT or CTA.
• Strong knowledge of UK personal tax legislation and compliance processes.
• Proven experience managing a portfolio of private clients.
• Excellent communication skills to liaise effectively with clients and colleagues.
• A proactive approach to identifying tax planning opportunities.
• Experience in Trusts, Inheritance Tax and Capital Gains tax.

Job Offer

• A competitive salary ranging from £50,000 to £65,000, depending on experience.
• A permanent position within a reputable professional services firm in Maidstone.
• Opportunities for professional growth and development in accounting and finance.
• A supportive team environment focused on delivering excellent client service.
• Access to resources and training to stay current in tax legislation and best practices.