This is an excellent opportunity for a Private Client Tax Manager to take on a key role in an accountancy firm. The position, based in Aldershot, involves managing a portfolio of private clients and ensuring compliance with tax regulations.

Client Details

The employer is a well-established accountancy firm with a strong reputation in the tax industry. They are a medium-sized organisation committed to providing high-quality services to their clients and fostering a collaborative work environment.

Description

• Manage a portfolio of private clients.
• Review and prepare self-assessment tax returns, ensuring accuracy and compliance.
• Provide tax planning advice on inheritance tax, capital gains tax, and other personal tax matters.
• Develop and maintain strong relationships with clients, acting as a trusted advisor.
• Oversee and mentor junior team members, providing guidance and support where needed.
• Stay up-to-date with changes in tax legislation and advise clients accordingly.
• Assist with tax investigations and liaise with HMRC on behalf of clients.
• Work closely with other departments to provide holistic advice to clients

Profile

A successful Private Client Tax Manager should have:

• Professional qualification such as ATT, CTA, ACCA, ACA or QBE.
• Strong technical knowledge of personal tax and related legislation.
• Proven experience in managing a portfolio of private clients in the professional services industry.
• Excellent communication and client relationship management skills.
• Ability to provide bespoke tax planning and compliance advice.
• Strong organisational skills to manage deadlines and prioritise tasks effectively.
• Commitment to maintaining high standards of service and accuracy.

Job Offer

• Competitive salary ranging from £60,000 to £70,000 per annum.
• Comprehensive benefits package (details available upon application).
• Opportunities for professional development and career progression.
• Supportive and collaborative work environment in Aldershot.
• Access to ongoing training and resources to enhance your expertise in the tax industry.
• Hybrid working.