Overview
The Private Client Tax Manager will oversee a portfolio of high-net-worth individuals, providing tailored tax planning and compliance advice. This role in Maidstone requires expertise in personal tax matters within the professional services industry.
Client Details
This opportunity is with a well-established organisation within the professional services industry, known for its expertise in accounting and finance. As a mid-sized firm, they offer a supportive and professional environment for career development.
Description
- Manage and oversee a portfolio of private clients, including high-net-worth individuals and business owners.
- Provide expert tax planning advice, ensuring compliance with relevant legislation.
- Prepare and review complex personal tax returns.
- Identify and implement tax-saving opportunities for clients.
- Act as the primary point of contact for clients, addressing queries promptly and professionally.
- Support and mentor junior team members to enhance their skills and performance.
- Stay up to date with changes in tax laws and regulations affecting private clients.
- Collaborate with other departments to provide comprehensive client services.
Profile
A successful Private Client Tax Manager should have:
- A recognised qualification in tax, such as ATT or CTA.
- Strong knowledge of UK personal tax legislation and compliance processes.
- Proven experience managing a portfolio of private clients.
- Excellent communication skills to liaise effectively with clients and colleagues.
- A proactive approach to identifying tax planning opportunities.
- Experience in Trusts, Inheritance Tax and Capital Gains tax.
Job Offer
- A competitive salary ranging from £50,000 to £65000, depending on experience.
- A permanent position within a reputable professional services firm in Maidstone.
- Opportunities for professional growth and development in accounting and finance.
- A supportive team environment focused on delivering excellent client service.
- Access to resources and training to stay current in tax legislation and best practices.
