Private Client Tax Manager
South Manchester
£55,000 - £65,000 + Benefits + Bonus
Are you a Private Client Tax Manager looking for a role that offers a genuine mix of compliance, advisory work and client relationship management?
This is an excellent opportunity to manage a diverse portfolio of high-net-worth individuals, entrepreneurs, owner-managed businesses, trusts and estates, whilst delivering bespoke tax planning and advisory solutions across a broad range of personal tax matters.
Key responsibilities:
- Manage a portfolio of HNWIs, entrepreneurs, families, trusts and estates.
- Act as the primary point of contact for clients on a range of personal tax matters.
- Deliver tax planning and advisory projects covering inheritance tax, capital gains tax and income tax.
- Review personal tax returns, trusts and estate returns, ensuring compliance obligations are met.
- Develop and maintain strong long-term client relationships.
- Liaise directly with HMRC on behalf of clients.
- Identify tax planning opportunities and provide commercially focused advice.
- Support and mentor junior members of the tax team.
- Review work prepared by junior staff and assist with their professional development.
- Attend client meetings and contribute to wider business development activities.
To be successful in this role you will have:
- CTA, ACA, ATT, ACCA
- Strong experience within Private Client Tax gained in practice.
- Experience managing a portfolio of HNW and entrepreneurial clients and experience signing out personal tax returns
- A sound understanding of UK personal tax legislation and compliance requirements.
- Exposure to advisory projects, including IHT, CGT and income tax planning.
- Excellent communication and relationship-building skills.
- Strong organisational skills with the ability to manage multiple priorities.
- A proactive, client-focused and commercially minded approach.
Benefits for you:
- Competitive salary and benefits package.
- A varied portfolio with a strong advisory focus.
- Opportunities to work closely with senior stakeholders and key decision-makers.
- Ongoing professional development and career progression.
- A collaborative and supportive working environment.
- Exposure to complex and interesting private client tax work.
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Private Client Tax Manager - South Manchester in Stockport employer: Pro-Tax
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