Private Client Tax Manager

Private Client Tax Manager
Top 20 Firm, South West Region
Up to £65,000!!

Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development? By joining this dynamic tax team, you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients. This includes working with trusts and high-net-worth (HNW) individuals. You will play a crucial role in ensuring our clients receive top-tier service, leveraging your expertise to navigate complex tax matters and provide insightful advice.

They are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.

What you'll be doing day to day:

• Look after a portfolio of cases, including some trusts as well as high net worth individuals
• Drafting reports and letters providing tax advice including IHT planning, residence and domicile
• Meeting with clients to ascertain and advise on their tax planning needs
• Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
• Reviewing the work of more junior staff and contributing to their professional learning and development
• Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Request, collate and maintain client information
• Correspond and deal confidently with client enquires
• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service

About You:

• Previous experience in a tax compliance and advisory role and drafting reports
• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
• Understanding of compliance standards imposed by the various regulatory authorities for tax
• Organised and able to plan time efficiently in order to meet deadlines
• Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients

Why work with them?

As the largest firm of independent chartered accountants and business advisors in South West England, my client brings opportunities to develop your career in a direction that interests you. Their culture is flexible and supportive, enabling you to be the best you can be. They work hard to ensure you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen.

The proof is in the pudding - they were ranked among the UK's Best Workplaces for Women (33 out of 90 large organisations), Best Workplaces for Development (30 out of 100), and Best Workplace for Wellbeing (44 out of 100).

Benefits:

• Pension
• Group life assurance - up to four times your core salary
• Group income protection
• Health cash plan to help cover the costs of everyday healthcare

Health & Wellbeing benefits:

• Option to buy 5 extra days holiday*
• Counselling and support for you and your immediate family
• Virtual GP for you and your immediate family
• Cycle to work*

Other benefits:

• Medicash Extras providing you with shopping and gym discounts
• Gifts for career and family milestones
• One volunteering day per year to support local organisations
• Emergency funding from the Charitable Foundation

* These benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage.