Manager, Private Client Tax

This firm is seeking a skilled Private Client Tax Manager to join its dedicated Private Client Tax team. The role encompasses both compliance and advisory responsibilities, requiring expertise in individual, partnership, and preferably trust and international tax matters.

As a Private Client Tax Manager, you will collaborate with an experienced team across multiple locations, managing a diverse client portfolio. The position demands a proactive approach, with the ability to work independently and as part of a team in a dynamic environment.

Key Responsibilities:

• Oversee and manage a designated portfolio of clients, ensuring compliance with all deadlines and maintaining high client service standards.
• Provide managerial-level review assistance to other teams, including those focused on trusts and international tax matters.
• Deliver ad-hoc advisory services to clients, with an emphasis on identifying straightforward solutions, and contribute to the development of junior team members involved in advisory projects.
• Ensure internal processes are followed to collect client data within required timeframes, facilitating the timely preparation and submission of tax returns and related documents.
• Maintain regular communication with clients, addressing queries through various channels such as email, phone, and digital platforms.
• Cultivate and strengthen client relationships through effective service delivery.
• Oversee the fee management process and identify opportunities for process improvements to enhance operational efficiency within tax compliance procedures.

Qualifications and Experience:

• Part-qualified or fully qualified accountant (CTA/ATT) or equivalent experience.
• Strong knowledge of Private Client Tax compliance, with expertise in Trusts and Inheritance Tax.
• Proven experience in managing a team.
• Advisory experience is highly desirable.