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Private Client Tax Manager

Ferndown Permanent £35,000 - £50,000 per year View Job Description
Our client is seeking a diligent and experienced Private Client Tax Manager to oversee and manage a diverse portfolio of clients, ensuring efficient and high-quality tax compliance. The role requires a mix of tax advisory services, tax project work, and management of ongoing tax compliance.
  • Manage, develop and grow your own portfolio of clients
  • Deliver expert advice to a range of HNWI's, IHT, Trusts & Estates clients

About Our Client

The organisation is a medium-sized professional services firm based in Ferndown. They have a strong reputation for providing high-quality tax, accounting, and financial planning advice to a diverse range of clients across the south west & the south coast.

Job Description

  • Oversee and manage a portfolio of clients, ensuring timely tax compliance.
  • Provide tax advisory services to clients.
  • Manage tax project work, ensuring the highest quality of service.
  • Develop and maintain strong relationships with clients to understand their needs and deliver effective solutions.
  • Work closely with colleagues to ensure seamless service delivery.
  • Stay abreast of changes in tax legislation and advise clients accordingly.
  • Contribute to the development and implementation of the firm's tax strategy.
  • Lead and mentor junior members of the team.

The Successful Applicant

A successful Private Client Tax Manager should have:

  • A professional tax or accounting qualification.
  • Experience in managing a diverse client portfolio.
  • Strong knowledge of UK tax legislation.
  • Excellent interpersonal and communication skills.
  • A proactive approach to problem-solving and the ability to work under pressure.
  • A commitment to providing high-quality client service.

What's on Offer

  • A competitive salary range of £35,000 - £50,000.
  • A comprehensive benefits package (details to be confirmed).
  • A supportive work environment in a professional services firm.
  • Opportunities for professional development and career advancement.
  • The chance to work in the lovely location of Ferndown.



We encourage all qualified candidates who are ready to grow their career in professional services to apply for this exciting opportunity in Ferndown.

Contact
Doug McGarvey
Quote job ref
JN-042025-6728220
Phone number
07811005917

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Ferndown
Contract type
Permanent
Consultant name
Doug McGarvey
Consultant phone
07811005917
Job reference
JN-042025-6728220