Private Client TaxPermanentHybrid
Private Client Tax Manager
Mid-tier Accounting Practice·London
About This Role
Join a fantastic mid-tier accountancy practice in London's West End as a Private Client Tax Manager. You'll manage a diverse portfolio of approximately 100 HNWI and owner managed business clients, providing expert tax advice and building strong client relationships. This varied role offers plenty of client contact, advisory work, and the opportunity to make a real impact within a collaborative, supportive team that values individual talent and career growth.
Key Responsibilities
- Manage a portfolio of approximately 100 predominantly HNWI and OMB clients, taking responsibility for their tax compliance and advisory needs
- Build and maintain strong client relationships, providing expert, timely and comprehensive advice through face-to-face meetings, phone and email communication
- Collaborate with other Managers, senior staff and Partners to ensure all deadlines and client expectations are met
- Provide proactive and innovative tax solutions to clients, attending new business meetings and assisting with client proposals
- Delegate and train junior staff on client work, supervising and reviewing their output to maintain quality standards
- Manage WIP, billing and recoverability for your portfolio while maintaining excellent client service
- Regularly update Partners on client issues and concerns, managing their input appropriately
- Handle general administration and ensure compliance with firm requirements
Requirements
- ✓CTA qualified with strong technical knowledge across private client taxation
- ✓Experience managing a client portfolio and delivering projects to time and budget
- ✓Proven experience reviewing and providing feedback on junior staff work
- ✓Strong commercial awareness and ability to understand the bigger picture of client affairs
- ✓Excellent written and verbal communication skills with ability to explain technical information clearly to clients
Skills
Private Client Tax PlanningHigh Net Worth Individual (HNWI) AdvisoryTax ComplianceClient Relationship ManagementIHT PlanningIncome Tax PlanningPeople Management
Benefits
- •Private medical insurance
- •24 days annual leave plus bank holidays and 3 additional days over December
- •Cashback scheme for medical expenses
- •Group Life Insurance
- •Mental and Physical Health Support
- •Regular social events and activities including rooftop terrace gatherings
- •Cycle to work scheme
- •Season ticket loans
- •Flexible working with 3+ days in office and 2 days working from home
- •Supportive environment for career growth and development
Similar Roles
Not the right role for you?
Set up alerts for similar roles