Private Client Tax Manager

A growing professional services firm is looking to appoint an experienced Private Client Tax Manager or Senior Manager to join its compliance-focused private client team. This is a strong opportunity for someone who enjoys managing their own portfolio, building long-term client relationships and taking ownership of complex private client tax work, particularly around trusts, estates, IHT, TRS and personal tax compliance. The role would suit someone already operating at Assistant Manager level or above who is ready for more ownership, broader client exposure and the chance to support the development of junior team members. The role You will manage a varied private client portfolio, acting as the main day-to-day contact and ensuring all compliance work is delivered accurately and on time. Typical work will include: Managing a portfolio of private client, trust and estate tax cases Preparing and reviewing Self Assessment tax returns Handling trust and estate compliance matters, including TRS requirements Supporting with IHT returns and related estate administration matters Preparing CGT calculations and real-time CGT reporting where required Reviewing work prepared by junior members of the team Monitoring deadlines, workflow, WIP and billing across your portfolio Identifying additional client needs and opportunities for wider advisory support Supporting process improvements and the use of technology within the team Coaching and mentoring junior colleagues Liaising with ..... full job details .....