Private Client Tax Manager

This Private Client Tax Manager position offers an exciting opportunity to work within the professional services industry, focusing on delivering high-quality tax advice and compliance services. Based in Maidstone, the role requires expertise in private client tax matters and the ability to manage client relationships effectively.

Client Details

This role is with a professional services firm known for its focus on providing tailored tax and financial solutions. As a medium-sized organisation, they are committed to offering their clients exceptional advice and support in a professional setting.

Description

• Provide expert advice on private client tax matters, including tax planning and compliance.
• Manage and develop a portfolio of private client tax clients.
• Prepare and review personal tax returns and other compliance tasks.
• Assisting with the preparation of IHT and trust tax planning advisory reports for HNWIs, agricultural clients and business owners.
• Support the team with complex tax queries and technical issues.
• Build and maintain strong client relationships, ensuring excellent service delivery.
• Keep up to date with changes in tax legislation and ensure compliance with current regulations.
• Mentor and guide junior team members, fostering a collaborative working environment.

Profile

A successful Private Client Tax Manager should have:

• Professional qualifications in tax or accountancy, such as CTA or STEP (QBE candidates will be considered).
• IHT and trust advisory experience preferred.
• Proven ability to manage client relationships and deliver tailored tax solutions.
• Strong analytical and problem-solving skills.
• Excellent communication skills, both written and verbal.
• A proactive and detail-oriented approach to work.

Job Offer

• Competitive salary ranging from -50,000 to -60,000 per annum.
• Permanent position within a professional services firm.
• Opportunities for professional growth and development.
• Collaborative and professional work environment in Maidstone.
• Exposure to a diverse range of private client tax matters.
• Hybrid working.