Private Client Tax Manager

Screened
Ipswich
Posted 1 week ago
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About the role

Are you a driven and experienced Tax Manager looking to take the next step in your career?

The client is a leading firm within Ipswich, who are looking to grow their private client tax team. The firm typically works with a variety of clients from high-net-worth individuals to family trusts and estates. They are looking to recruit a Private Client Tax Manager.

Responsibilities: As a Private Client Tax Manager, you will…

  • Manager a portfolio of high-net-worth individuals, providing tailored tax planning and advisory services
  • Ensure compliance with current tax legislation and oversee the preparation and review of self-assessment tax returns
  • Advise on a broad range of personal tax matters, including income tax, capital gains tax, and inheritance tax, for individuals, families, trustees, and partnerships
  • Collaborate with cross-functional teams to deliver integrated solutions that address complex
  • Mentor junior team members, fostering a culture of development, knowledge sharing, and continuous improvement

Requirements: As a Private Client Tax Manager, you will need…

  • ATT and CTA qualified, or equivalent
  • Proven experience managing a private client tax portfolio
  • Strong written and verbal communication skills, with the ability to advise clients on complex tax concepts
  • Adaptable and responsive to changing legislation
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About this listing

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