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Private Client Tax Manager

Carousel Consultancy Ltd
Job LocationLeatherhead
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Private Client Tax Manager - CTA/ACA/ACCA Qualified - Surrey Offices / Hybrid Working - Competitive Salary + BenefitsWere looking for a qualified Private Client Tax Manager, with a high level of technical advisory expertise, to join the Private Client Tax team of a dynamic and rewarding accountancy firm with offices in London and Surrey.Reporting to the Tax Partner, Private Client and Trusts Director and Senior Partners, the Private Client Tax Manager will provide advisory and compliance services to clients and form an integral part of the Advisory Tax leadership team, with scope for career progression.Whats on offer Our client is offering a competitive salary (dependent on experience) and bonus & benefits scheme including private medical, private pension scheme, dress for your day policy, learning and development opportunities, employee assistance programme, generouspaid sick leave, enhanced parental and family leave and more. Hybrid working is available with 3 days per week based in the office and 2 days working from home.Key responsibilities as the Private Client Tax Manager will include:

  • Delivering tax planning and advisory services to private clients (potentially including Non Dom and international clients, Family office, Offshore, Inheritance Tax, Trusts and Estate Planning etc.)
  • Assisting Tax Partners, Partners and Directors with more complex enquiries
  • Involvement in any Revenue enquiry matters
  • Reviewing the client base and identifying additional opportunities
  • Maintaining regular communication with all clients
  • Mentoring, developing and training of team members and trainees
  • Preparing budgets and reporting to Partners on any variance from budget
  • And more.
What were looking for:
  • CTA, ACA or ACCA qualification or equivalent
  • High level of technical advisory expertise
  • Demonstrable experience in a similar Private Client Tax role
  • Solid team leadership skills - motivating, driving and developing the team
  • Experience in private client tax planning
  • Ability to identify business opportunities and desire to grow the client base
  • Excellent communication skills at all levels
  • Ability to liaise confidently with clients and build strong client relationships
  • IT literate with strong MS Office (solid Word and Excel skills required)
  • Strong desire to provide a high level of service to clients
Interested in this Private Client Tax Manager opportunityIf youre looking for a new role where you can utilise your experience and skills, wed love to hear from you! Please submit your CV ASAP, quoting AE - Private Client Tax Manager - Hybrid Working

Keyskills :
ACAACCACTATaxTax Planning

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