Private Client Tax Manager

Private Client Tax Manager

• Location: Watford
• Job Type: Full-time

Join our Watford team as a Tax Manager, where you will play a crucial role in helping to grow the firm. This position offers a blend of technical challenges and client interaction, ideal for a proactive and skilled individual eager to make an impact within a dynamic environment.

Day-to-day of the role:

• Work closely with the Tax Principals and other team members to achieve results and foster an excellent team environment.
• Engage directly with clients to understand and meet their requirements, ensuring high levels of service and satisfaction.
• Prepare personal, partnership, and trust tax returns for some of the firm's more complex clients.
• Review personal tax returns, advice, or other technical work prepared by junior team members.
• Identify tax planning opportunities, advise clients, and assist in implementing chosen options.
• Handle HMRC enquiries and compliance checks efficiently.
• Collaborate with multiple teams and Principals across the firm on ad-hoc advisory work to deliver comprehensive solutions.

Required Skills & Qualifications:

• CTA qualified or equivalent.
• Minimum of 2 years post-qualification experience (PQE) in a personal tax practice.
• Demonstrated ability to work effectively within a team, with excellent interpersonal skills and the capability to manage junior team members.
• Proficient in managing a client portfolio, responsible for compliance work and spotting tax planning opportunities.
• Good IT skills, ideally with experience using Digita tax software.
• Up-to-date technical tax knowledge, evidenced by recent training and experience.
• Strong communication skills, capable of engaging effectively with clients and colleagues.

Benefits:

• Flexible working hours with a combination of office and home working.
• Annual Christmas Bonus equivalent to 1 week's salary.
• Salary Sacrifice Pension Scheme (Employer: 5%; Employee: 3%) subject to eligibility.
• Private Medical Insurance after 3 months of service (taxable benefit).
• Death in Service scheme cover (4x salary).
• Group Income Protection Scheme (non-contributory) following 3 months of service.
• 25 days annual leave per annum (pro rata), with 3 days normally taken at Christmas/New Year.

To apply for the Tax Manager position, please complete the application form below, ensuring to include your CV and a cover letter detailing your relevant experience and why you are interested in this role.