Private Client Tax Manager

Description

• Build and maintain strong relationships, providing timely, high-quality tax advice and support.
• Manage workflow, billing, and recoverability for your client portfolio.
• Manage a large portfolio of clients, primarily high-net-worth individuals and owner-managed businesses.
• Review and oversee the work of junior team members, providing guidance and mentoring where required.
• Collaborate with partners and senior staff to ensure all client deadlines and expectations are met.
• Identify proactive solutions and opportunities for clients, including participation in new business meetings.

Requirements

A fantastic opportunity for a CTA-qualified Private Client Tax professional to join a well respected mid-tier accountancy firm. This varied and client-focused role involves managing a diverse portfolio of high-net-worth individuals and owner-managed businesses, providing both compliance and advisory support. Ideal for someone who enjoys close client interaction, autonomy, and variety in their work.

Please note a CTA qualification is essential for this role.

• Proven ability to manage multiple projects and deliver quality work within agreed timelines.
• Confident, proactive, and commercially aware, with a strong client service focus.
• Strong technical tax knowledge and broad experience across personal tax compliance and advisory work.
• CTA qualification is essential.
• Skilled in reviewing, supervising, and developing junior staff.
• Excellent written and verbal communication skills, with the ability to explain complex issues clearly.

Benefits

Private Client Tax Manager

Competitive salary, dependent on experience

Training + Development

Interview process

Visa Sponsorship

Security clearance