Tax Manager Opportunity – Focus on Private Clients and High-Net-Worth Individuals

Salary £60000 - £65000 per annum, Benefits: Range of benefits
LocationRoyal Tunbridge Wells
Job type Permanent
Discipline Personal Tax
Contact NameAdmin CTR

Job description

Are you a tax professional with a passion for delivering top-tier client service? We are representing a prestigious firm seeking a Tax Manager skilled in managing complex tax affairs for personal clients. This role focuses on providing strategic tax services to private equity executives, entrepreneurs, and trusts.

About the Role:

As a Tax Manager, you will be responsible for maintaining and enhancing relationships with high-net-worth individuals and ensuring that all client and compliance deadlines are met. Your role will involve a proactive approach to client liaison, particularly concerning advisory matters.

Key Responsibilities:
  • Manage a portfolio of personal clients, focusing on complex tax affairs involving high-net-worth individuals.
  • Oversee compliance deadlines, monitor time limits, and manage elections to ensure timely and accurate service delivery.
  • Engage in regular, proactive communication with clients, providing advisory services and identifying opportunities for tax planning and optimisation.
  • Assist and, where appropriate, lead in tax planning projects, including but not limited to succession planning using trusts and corporate structures, as well as addressing capital gains and inheritance tax issues.
  • Support Partners and Directors in strategic initiatives and directly contribute to the firm’s tax planning and advisory capabilities.

Why Join:
  • A role within a respected firm known for its focus on high-quality client service and professional integrity.
  • Opportunities for professional growth and leadership.
  • A supportive work environment that values collaboration and employee development.

If you excel in client service, possess a thorough understanding of complex tax issues, and are looking to impact a diverse portfolio of high-net-worth clients, this is the perfect opportunity for you.