At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advisory services.
- Company: Join a respected accountancy practice with a supportive and collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, and ongoing professional development.
- Other info: Excellent career progression opportunities in a dynamic team environment.
- Why this job: Make a real impact in private client tax while advancing your career.
- Qualifications: Experience in UK Private Client Tax and strong client relationship skills required.
The predicted salary is between 54000 - 66000 £ per year.
We are recruiting a Private Client Tax Manager on behalf of a highly respected and growing accountancy practice in Crawley. This is an excellent opportunity for an experienced private client tax professional to join a specialist team, managing a varied portfolio of high-net-worth individuals, families, trusts, and business owners while developing your advisory expertise. This role is ideal for an established Private Client Tax Manager or an experienced Assistant Manager looking to progress their career within a supportive and technically strong tax team.
The Role
- Managing a portfolio of high-net-worth individuals, families, and trusts
- Delivering private client tax advisory projects
- Preparing and reviewing personal tax returns and complex tax computations
- Advising on Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts, and estate planning
- Attending client meetings and building long-term relationships
- Preparing technical reports and tax advice
- Supporting business sales, succession planning, and family wealth structuring
- Advising on trust taxation and 10-year charge calculations
- Identifying and resolving complex technical tax issues
- Working closely with Tax Partners and specialist teams on advisory assignments
This role offers an excellent balance of compliance and advisory work, making it ideal for someone looking to further develop their private client tax planning experience.
About You
- You’ll have experience working within Private Client Tax in a UK accountancy practice and be confident managing your own client portfolio.
- Strong experience in UK Private Client Tax
- Knowledge of Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
- Experience managing both tax compliance and advisory work
- Excellent client relationship and communication skills
- CTA qualification is preferred, although ATT, ACA, or ACCA qualified candidates with relevant experience will also be considered
- A proactive and commercially minded approach
- Strong organisational skills and attention to detail
Candidates with a predominantly compliance background who are looking to develop their advisory experience are encouraged to apply.
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits package
- Exposure to complex private client advisory work
- High-quality portfolio of high-net-worth individuals and trusts
- Ongoing technical training and professional development
- Support from experienced Tax Partners and Directors
- Clear career progression opportunities
- Supportive and collaborative team environment
Location Based in Crawley, West Sussex, with excellent commuting links from Horsham, East Grinstead, Redhill, Reigate, Haywards Heath, Burgess Hill, Gatwick, Horley, and surrounding areas.
Private Client Tax Manager - Crawley employer: Oscar Wood
Join a highly respected and growing accountancy practice in Crawley as a Private Client Tax Manager, where you will enjoy a supportive and collaborative work environment that fosters professional growth. With competitive salaries, hybrid working options, and exposure to a high-quality portfolio of high-net-worth clients, this role offers the perfect blend of compliance and advisory work, ensuring you can develop your expertise while building long-term client relationships. The company prioritises ongoing training and clear career progression opportunities, making it an excellent employer for those seeking meaningful and rewarding employment.
