Private Client Tax Manager

Michael Page

  • Maidstone, Kent
  • £50,000 per year
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
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.
  • 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.
Private Client Tax ManagerIndependent firm in MaidstoneA 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.
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.
  • 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.

Michael Page