Job Title: Private Client Tax Manager
Client: Accountancy Practice

The Role
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

Competitive salary

Exciting opportunity to take on a newly created role

Collaborative team culture with support and genuine progression opportunities

For more information, or a confidential conversation on your career options, please contact Kourtney Luckett; ; (phone number removed).

We have many Personal Tax roles across Surrey, and so if the role sounds great but the location or seniority isn't perfect, please get in touch for more local opportunities.