Personal Tax Manager
Tunbridge Wells
I am seeking a talented and experienced Personal Tax Manager to join a reputable firm based in Tunbridge Wells. This role offers a unique opportunity to work with a diverse client base including high-net-worth individuals, private equity executives, entrepreneurs, and trusts. The successful candidate will play a pivotal role in delivering exceptional client service and managing complex tax affairs.
Key Responsibilities:
* Maintain strong client relationships.
* Manage a portfolio of personal clients focusing on HNWIs, private equity executives, entrepreneurs, and trusts.
* Ensure timely compliance with client and regulatory deadlines, monitoring time limits and elections.
* Proactively engage with clients on advisory matters and assist with tax planning projects including succession planning, capital gains, and inheritance tax issues.
* Handle HMRC enquiries, disclosures, and correspondence.
* Oversee billing and budget monitoring for assigned projects.
* Review compliance and basic advisory work prepared by junior team members.
* Mentor and support junior staff members in technical and personal development.
* Deliver technical training sessions.
* Engage in personal and team business development activities.
* Stay updated on technical knowledge and ensure adherence to internal procedures.
Next Steps?
Apply today or contact Mollie Smith for more information - mollie.smith@pro-tax.co.uk
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