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Private Client Tax Manager

Join an established team in a top 30 firm, providing personal tax services across various sectors. This role involves both compliance and advisory work, with opportunities for growth in advisory experience.

Key Responsibilities:

  • Manage a diverse portfolio including HNWIs, company directors, and entrepreneurs.
  • Support staff management, training, and development.
  • Develop new client relationships and participate in business development activities.
  • Engage in one of the firm's key sector groups.
  • Contribute to the development of the firm's MTD proposition.

Competencies:

  • Experience in professional services or dealing with HMRC.
  • Advisory and compliance experience.
  • Knowledge of capital and income taxes.
  • Attention to detail with strong numerical and grammar skills.
  • Proficiency in Word, Excel, and Outlook.
  • Knowledge of CCH personal tax is a plus.

Behavioural Skills:

  • High standard of work and excellent client service.
  • Strong client-focused skills, ability to work independently and within a team.
  • Excellent communication skills.
  • Creativity in identifying tax opportunities and potential pitfalls.

Qualifications:

  • CTA or ACA qualified (or equivalent)

Benefits:

Vibrant Work Culture:

  • Monthly social events (online and in-person)
  • Flexible working hours
  • "Dress for Your Day" policy

Parental and Eldercare Support:

  • Enhanced parental leave (maternity and paternity)
  • Eldercare support

Secondment Opportunities:

  • Available to Australia and South Africa

Financial Perks:

  • Generous pension scheme
  • Life assurance
  • Income protection
  • Interest-free loans

Professional Development:

  • Paid professional subscriptions
  • Exam bonuses

Health and Wellbeing:

  • Private health insurance
  • Healthcare cash plan
  • Gym discounts
  • Access to wellbeing resources (e.g., Headspace)

If you're interested in exploring this opportunity further, please apply directly or drop me an email with your full CV to: Tasnima.rashid@ambition.co.uk

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.co.uk/refer-a-friend