Private Client Tax Manager

Maidstone Permanent £50,000 - £65,000 per year View Job Description
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.
  • Private Client Tax Manager
  • Independent firm in Maidstone

About Our Client

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.

Job 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.



The Successful Applicant

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.

What's on 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.



Contact
Ryan Leggett
Quote job ref
JN-062025-6765574
Phone number
+44 162 260 4518

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Financial Services
Location
Maidstone
Contract type
Permanent
Consultant name
Ryan Leggett
Consultant phone
+44 162 260 4518
Job reference
JN-062025-6765574