Private Client Tax Manager - Mid-Tier Firm

This role is best suited to someone working in a smaller practice who is looking to take the step into a larger firm and gain exposure to working with quality clients, or for somebody working in a Big 4/Top 10 practice who is looking for a better work/life balance.

Client Details

A market leading Mid-Tier firm of chartered accountants, based in Leatherhead, with an excellent reputation and standing across the South East and wider UK. The firm boasts a highly experienced and strong team of tax professionals, delivering wide ranging compliance and advisory services across personal tax. The firm acts for a very wide range of clients, delivering varied private client project work for directors, HNWIs, landed estates, trusts and other clients. The role and client base can moulded to a larger degree, around the right candidates technical strengths and areas of interest. You will be looking to grow and develop the firms private client offering and department and take a lead role in this. There is a clear path on offer, with a view to progressing to partner, on a clear and achievable timescale.

Description

Reporting directly to the Tax Partner/Director, you will assume the responsibility for running the tax department in a reliable, professional and commercial manner, and for the management of staff. You will be working with and advising a portfolio of private clients on personal tax matters relating primarily to income tax and capital gains. The role is primarily managing a portfolio of clients and supervising the personal tax team but you would be expected to assist the Tax Partner on ad hoc projects and planning matters.

• To contribute to the efficient and successful delivery of tax services to the client
• Build and maintain tax relationships with clients and provide high levels of client service
• Build relationships both within the firm and externally with clients, identifying opportunities and managing expectations
• Assisting the Director and Partners with the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
• Responsible for day‐to‐day client liaison
• Maintaining a portfolio of private clients, ensuring that all aspects of their affairs are dealt with accurately and timely.
• Assisting clients with their wider tax compliance obligations
• Support, advise, coach and motivate team members when required and ensure they fulfil their responsibilities
• Assist the Partners and Director with maintaining and expanding their network of professional contacts and referrers

Profile

You will be at an Assistant Manager or Manager level. You will be ACA / ACCA/ CTA or equivalent qualified as a personal tax, advisory focused professional. Your background may be within any of Top Tier, Ten accountancy practice environment, Mid Tier/Top 50 or large, medium, small independent firm background and you will be seeking a challenging new career opportunity, with a clear route to progress to partnership, within a leading firm of accountants.

Job Offer

Competitive salary of £50,000 - £65,000 per annum

Great flexibility

Strong benefits package

If this position, or any similar roles are of interest and you require more information, please contact Joseph Potter on 01483307618.