Private Client Tax Manager

Private Client Tax Manager – London
£70,000 – £75,000 + Benefits | Hybrid Working | Flexible Working | Career Progression

A Private Client Tax Manager opportunity in London offering high-quality private client work, hybrid working and genuine long-term career progression within a modern and growing accountancy firm. 

The firm has ambitious plans and is looking to further strengthen its Private Client Tax team. Fletcher George is delighted to be supporting this appointment and would welcome conversations with experienced private client tax professionals considering their next move.

This role may suit a CTA qualified tax professional currently operating at Assistant Manager level and looking to step up, or an established Private Client Tax Manager seeking a fresh challenge within a progressive and highly regarded firm.

Benefits

• 25 days holiday plus Bank Holidays
• Private Medical Insurance
• Life Insurance
• Pension scheme
• Employee wellbeing initiatives
• Ongoing professional development
• Career progression opportunities
• Supportive and forward-thinking firm culture
• London office with excellent public transport links

The Opportunity

Working closely with experienced Partners and senior colleagues, you will manage your own portfolio of private clients and become actively involved in a range of advisory projects.

You will advise a varied client base including Trusts and Estates, High Net Worth Individuals, entrepreneurs, business owners and their associated companies, as well as a broad range of owner-managed businesses.

This role has strong client contact, technical variety and scope for continued development. You will have the opportunity to build long-term client relationships, support junior team members and play an important part in the development of the Private Client team.

The firm has created an environment where people can build rewarding careers while maintaining a healthy work-life balance. The Partners recognise long-term success is achieved by supporting their people both professionally and personally, and they actively promote flexible working practices rather than a culture of excessive hours.

Key Responsibilities

• Managing a varied portfolio of private clients and acting as a primary point of contact
• Preparing and reviewing complex Self Assessment tax returns
• Advising clients on personal tax matters including Income Tax, Capital Gains Tax, Inheritance Tax and residence issues
• Undertaking tax planning and advisory assignments, both independently and alongside colleagues
• Liaising with HMRC regarding a wide range of private client tax matters
• Ensuring tax payments, filings and compliance obligations are completed within statutory deadlines
• Carrying out technical research to support complex tax matters
• Providing guidance and support to junior team members
• Assisting with the technical and professional development of junior colleagues
• Working closely with colleagues across the wider firm and identifying opportunities to introduce clients to other specialist services

You Will Bring:

• Strong technical knowledge across personal tax
• Experience managing or supporting a private client tax portfolio
• Experience preparing and reviewing complex Self Assessment tax returns
• Knowledge of Income Tax, Capital Gains Tax and Inheritance Tax
• Exposure to Trusts and Estates, HNWIs, entrepreneurs or business owners
• Excellent communication and relationship-building skills
• The ability to manage multiple assignments while maintaining a high level of client service
• A proactive and collaborative approach
• A genuine interest in developing within a modern and progressive professional services environment

Location

The role is based in London and offers hybrid and flexible working.

The office has excellent public transport links and may suit candidates based in London, South West London, West London, Central London, Surrey, Middlesex, Kent, Hertfordshire or the surrounding areas.

Next Steps

Please apply now or contact Fletcher George for a confidential discussion about this Private Client Tax Manager job in London.

This is an opportunity to join a modern and forward-thinking firm with an excellent reputation for client service, staff retention and career development. You will benefit from exposure to an impressive portfolio of Trusts and Estates, High Net Worth Individuals, entrepreneurs, business owners and associated companies, while working in a supportive team where your contribution will be recognised and valued.

Applicants must have the right to work in the UK.

Fletcher George is acting as an Employment Agency in relation to this vacancy.