Private Client Tax Manager

The successful candidate will work closely with a skilled team across various locations, handling both advisory and compliance tasks.

Key Responsibilities

• Oversee a designated portfolio of clients, ensuring that all compliance deadlines and client service standards are consistently met.
• Collaborate with other teams, such as trusts and international tax, by conducting manager-level reviews when necessary.
• Provide ad-hoc advisory services to clients, including guiding and mentoring junior team members on advisory projects.
• Supervise internal processes to ensure timely collection of client data, facilitating the preparation of tax returns and provisions, and ensuring timely submission of returns and relevant forms.
• Engage with clients to address their queries through various communication channels, including email, phone, digital platforms, and letters.
• Foster and maintain positive client relationships through effective service delivery.
• Manage fee processes and identify opportunities for process improvements to enhance efficiency within tax compliance operations.

Qualifications and Experience

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

This role is an excellent opportunity for a motivated professional to contribute to a dynamic team while advancing their career in private client tax management.