Your new firm
We are partnering with a successful and established accountancy firm who are growing their private client tax team due to continued investment and growth in this area. This firm of accountants is continuing to thrive and deliver exceptional standards of work to their private client base, and they need a new Private Client Tax Manager to work with their Private Client Tax Partner to help drive this forward.
Your new role Your new role as Private Client Tax Manager will be to drive forward the private client tax business, working closely with the Private Client Tax Partner on all aspects of personal and private client tax advisory and compliance work. This is a newly appointed role to work closely with the partner to shape this part of the business. The tasks will include:
Overseeing a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.
Building and maintaining robust client relationships, acting as the primary contact for all tax-related enquiries.
Leading regular client meetings (initially with the tax partner) to review tax positions and offer strategic guidance.
Providing thorough tax planning and advisory services, covering inheritance tax, capital gains tax, and income tax.
Identify tax-saving opportunities and developing strategies to optimise clients' tax positions.
Advising clients on the implications of new tax legislation, ensuring compliance with current regulation...