Private Client Tax Manager

  • £50,000 plus depending on experience
  • Bexley, Greater London
  • Goldhawk Associates Ltd

I am working with a medium sized, established Firm of accountants, in North Kent who are looking appoint a Private Client Tax Manager to their team. They are looking for someone to join their team at a senior level due to the nature of the role and experience of the current team. This role would suit a qualified tax manager with previous management experience and will be focused on supporting Private Client Managers to provide key client services.

It will be a challenging opportunity working with a varied portfolio of private clients, partnerships, trusts and estates. You will support by assisting in the provision of tax compliance and advisory services and promote the firm and it services to the best of your ability.

You will help manage the departments self-assessment compliance cycle. Make sure that work is serviced, delivered and managed in an effective way. You will review tax compliance work which is produced by more junior member of the team, identifying tax planning opportunities and concerns and resolving areas requiring further consideration.

You will:

Prepare and review self-assessment personal tax returns prior to submission

Capital gains tax, inheritance tax and income planning

Individual clients and trustees, planning and managing all aspects of their personal wealth, including wills and probate, onshore and offshore trusts, and tax matters.

Residence and domicile tax advise

Liaising with and dealing with HMRC Matters

Provide tax support on advisory projects.

This role would suit a CTA Qualified Accountant or and experienced Personal Tax Accountant who will work to support the Tax Director and Partners and team.

Unfortunately, due to the high number of applications currently being received, only shortlisted candidates will be contacted.

  • Advertiser: Agency
  • Reference: J9132