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Private Client Tax Manager

Insite Public Practice Recruitment Limited
1 hour ago
Contract
Hertfordshire
United Kingdom
£60,000 - £65,000 GBP daily

Job Title: Private Client Tax Manager

Location: Hertfordshire - hybrid working available!

Salary: £60,000 - £65,000 (dependent on experience) + benefits package

The Role:

If you're looking for a role where you can take ownership, support a team, and be part of a firm that's genuinely going places, I'd love to hear from you! My client are a growing, ambitious firm that are always looking for better ways to support their clients. As a result of the ongoing growth within the team, they are on the hunt for a Private Client Tax Manager to join their team in Hertfordshire and play a key role in leading client work, supporting the team, and helping drive the firm forward. Responsibilties include:

  • Working closely with the Tax Principals and wider team to deliver high-quality work and keep things running smoothly
  • Managing your own portfolio of clients, building strong relationships and becoming a trusted adviser
  • Reviewing complex personal, partnership and trust tax returns
  • Spotting tax planning opportunities and working with clients to put them into action
  • Supporting and developing junior team members through review and day-to-day guidance
  • Handling HMRC enquiries and compliance matters
  • Getting involved in advisory projects across the firm as they come up

The Individual:

  • CTA qualified (or equivalent)
  • Solid experience in personal tax within practice, with at least 2+ years PQE
  • Comfortable managing a client portfolio and taking ownership of work
  • Someone who enjoys working with people-both clients and colleagues
  • Confident reviewing work and supporting more junior team members
  • Up-to-date technical knowledge

Benefits:

  • Annual Christmas bonus
  • 25 days holiday (plus 3 days usually taken over Christmas/New Year)
  • Pension scheme (5% employer / 3% employee)
  • Private medical insurance after 3 months
  • Death in service cover (4x salary)
  • Group income protection after 3 months