Private Client Tax Manager
Paying up to £55,000 (DoE)
Stockport based, Hybrid role
Relevant UK Work Experience Essential - No Sponsorship Available
The Company
An award-winning firm of chartered accountants and tax advisers, which is rapidly expanding and as such is developing their Private Client Division. They are forward thinking, giving you the freedom to make the role your own, they are a firm which leads through technical competency and genuinely cares.
Main Duties and Responsibilities
As a Private Client Tax Manager, you will oversee a portfolio of private client tax returns that includes high-net-worth individuals, families, entrepreneurs, trusts, and estates. You will build and maintain strong client relationships, serving as the primary contact for all tax-related inquiries. Regular client meetings will be led by you, initially alongside the tax partner, to review tax positions and provide strategic guidance.
General Responsibilities
Tax Planning and Advisory - you will deliver comprehensive services that encompass inheritance tax, capital gains tax, and income tax. Your responsibilities will include identifying tax-saving opportunities and developing strategies to optimise clients' tax positions...