Personal Tax Manager
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About the Role
Opportunity in a Top 30 firm.
The firms esteemed private client tax division is seeking a Personal Tax Manager to join them. The primary focus of our work is advising on asset management for individuals, families, or businesses, and exploring strategies to minimise tax liabilities.
The role involves managing a portfolio of clients within the Private Client Team, ensuring thorough review processes for all client-related work. You will coordinate with senior team members to oversee client portfolio management, including monitoring billing objectives. The position requires providing advisory services and compliance support, fostering the development of junior team members, and resolving any issues that arise. Additionally, you will provide constructive feedback and demonstrate proficiency in personal tax matters, while being vigilant of planning opportunities for our clients. Recognising when to involve other teams within the firm is crucial to delivering comprehensive services.
The successful candidate will possess ATT/CTA, ACA, or equivalent qualifications, with experience in preparing and filing UK client returns. A deep understanding of private client tax matters, the ability to review work, and guide junior team members is essential. Strong networking abilities and a commitment to enhancing personal tax expertise are required. The role also involves cultivating new client relationships through existing connections and business contacts, and contributing to the team's business development initiatives as needed.