TPF Recruitment
Private Client Tax Manager
Job Location
Hilsea, United Kingdom
Job Description
You'll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients, playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work.
You will manage the portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client’s unique circumstances. Additionally, you will help train and supervise junior staff.
Responsibilities
Managing annual tax returns for assigned clients
Liaising with HM Revenue & Customs on behalf of clients
Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
Addressing client issues and queries promptly
Maintaining regular contact with clients
Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
Collaborating with the team to meet deadlines and exceed client expectations
Training and supervising junior staff
Requirements
Strong team mentality with the ability to work independently
Qualified Tax Advisor (ATT/CTA) or qualified by experience
Experience in a private client/personal tax environment in practice
Proficiency with tax preparation software and HMRC online services
Excellent organisational skills and experience managing a busy client portfolio
Attention to detail and strong analytical and problem-solving skills
Confident and adaptable communication skills, both written and verbal
Proactive and determined attitude
Strong client service orientation
Benefits
Salary circa £50,000 - £60,000 per annum, depending on experience and qualification status
25 days holiday plus bank holidays
Hybrid working policy
dress for your day policy
Paid overtime.
Please contact Joe Potter on (phone number removed) (tel), (phone number removed) (mob), , or via
Location: Hilsea, GB
Posted Date: 11/15/2024
You will manage the portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client’s unique circumstances. Additionally, you will help train and supervise junior staff.
Responsibilities
Managing annual tax returns for assigned clients
Liaising with HM Revenue & Customs on behalf of clients
Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
Addressing client issues and queries promptly
Maintaining regular contact with clients
Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
Collaborating with the team to meet deadlines and exceed client expectations
Training and supervising junior staff
Requirements
Strong team mentality with the ability to work independently
Qualified Tax Advisor (ATT/CTA) or qualified by experience
Experience in a private client/personal tax environment in practice
Proficiency with tax preparation software and HMRC online services
Excellent organisational skills and experience managing a busy client portfolio
Attention to detail and strong analytical and problem-solving skills
Confident and adaptable communication skills, both written and verbal
Proactive and determined attitude
Strong client service orientation
Benefits
Salary circa £50,000 - £60,000 per annum, depending on experience and qualification status
25 days holiday plus bank holidays
Hybrid working policy
dress for your day policy
Paid overtime.
Please contact Joe Potter on (phone number removed) (tel), (phone number removed) (mob), , or via
Location: Hilsea, GB
Posted Date: 11/15/2024
Contact Information
| Contact | Human Resources TPF Recruitment |
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