Personal Client Tax Manager Senior Manager - Distinct Recruitment : Job Details

A top 40 accountancy firm is looking for a Tax Manager to join their expanding team. Known for their expertise in private client tax and financial planning, the firm offers a collaborative and supportive work environment with offices across the UK.

Key Responsibilities:

• Manage a portfolio of HNWIs, handling income tax, capital gains tax, and PAYE coding.
• Review and submit Self-Assessment tax returns.
• Provide expert advice on inheritance tax, income tax, and capital gains tax planning.
• Assist in preparing advisory reports on IHT planning, UK trusts, and business structures.
• Liaise with clients and HMRC on inquiries and disclosures.
• Attend client meetings, manage follow-up actions, and ensure deadlines are met.
• Support business development activities through networking.

Benefits:

• Hybrid working for a better work-life balance.
• Competitive salary and benefits package.
• Continuous professional development and training.
• Work in a collaborative and supportive team.
• Exposure to a diverse and international client portfolio.

Requirements:

• CTA qualified with 5+ years of private client tax experience.
• Excellent communication and organizational skills.
• Ability to work independently and prioritize tasks effectively.
• Proficiency in Word, Excel, and CCH software.

If you're seeking a new challenge in a progressive firm with strong growth potential, this could be the opportunity for you!

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