This is an excellent opportunity for a Private Client Tax Senior Manager to join a thriving professional services firm. The role focuses on providing expert tax advice and compliance services to a portfolio of private clients in Surbiton.
Client Details
This professional services firm operates as a mid-sized organisation with a strong reputation for delivering high-quality tax advisory and compliance services. They are committed to providing tailored solutions to their clients and fostering a collaborative and supportive working environment.
Description
- Manage and oversee a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
- Provide expert advice on personal tax matters, including inheritance tax, capital gains tax, and income tax planning.
- Build and maintain strong relationships with clients, acting as their trusted advisor.
- Review and sign off tax returns prepared by junior team members.
- Identify tax planning opportunities and deliver tailored solutions for clients.
- Support the development of junior team members through mentoring and training initiatives.
- Keep up to date with changes in tax legislation and ensure compliance with regulatory standards.
- Contribute to the growth and development of the tax department by identifying new business opportunities.
A Successful Private Client Tax Senior Manager Should Have
- A professional qualification such as CTA, ACA, or equivalent.
- Extensive experience in private client tax within the professional services industry.
- Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
- Proven ability to manage a portfolio of clients and deliver high-quality service.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- A proactive approach to identifying tax planning opportunities.
Job Offer
- Competitive salary of £65,000 to £75,000 per annum, depending on experience.
- Opportunities for career progression within the tax department.
- A supportive and collaborative team environment in the Surbiton office.
- Access to ongoing professional development and training programmes.
- Bonus scheme.
- Hybrid working.
This is an excellent opportunity for a Private Client Tax Senior Manager to join a thriving professional services firm. The role focuses on providing expert tax advice and compliance services to a portfolio of private clients in Surbiton.
Client Details
This professional services firm operates as a mid-sized organisation with a strong reputation for delivering high-quality tax advisory and compliance services. They are committed to providing tailored solutions to their clients and fostering a collaborative and supportive working environment.
Description
- Manage and oversee a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
- Provide expert advice on personal tax matters, including inheritance tax, capital gains tax, and income tax planning.
- Build and maintain strong relationships with clients, acting as their trusted advisor.
- Review and sign off tax returns prepared by junior team members.
- Identify tax planning opportunities and deliver tailored solutions for clients.
- Support the development of junior team members through mentoring and training initiatives.
- Keep up to date with changes in tax legislation and ensure compliance with regulatory standards.
- Contribute to the growth and development of the tax department by identifying new business opportunities.
A Successful Private Client Tax Senior Manager Should Have
- A professional qualification such as CTA, ACA, or equivalent.
- Extensive experience in private client tax within the professional services industry.
- Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
- Proven ability to manage a portfolio of clients and deliver high-quality service.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- A proactive approach to identifying tax planning opportunities.
Job Offer
- Competitive salary of £65,000 to £75,000 per annum, depending on experience.
- Opportunities for career progression within the tax department.
- A supportive and collaborative team environment in the Surbiton office.
- Access to ongoing professional development and training programmes.
- Bonus scheme.
- Hybrid working.
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