Private Client Tax Manager

What stands you apart from the rest? Outstanding communication? Acting with purpose? Thinking outside the box and taking the team and client on the journey with you?

We are looking for a Private Client Tax Manager to come and join us. You will be someone who is proven in delivering sound technical advice, commercially focussed and provides key direction to juniors.

You’ll love building secure and trusted relationships with your portfolio of high-net-worth individuals and trusts, providing expert tax advice and guidance to clients on a wide range of issues, including income tax, capital gains tax and inheritance tax.

You will be responsible for all compliance matters on these clients and you will have a passion for spotting opportunities to help our clients further and deepen your relationships.

You’ll thrive at providing advisory work to our high net worth individual and trust clients, working with a partner/senior manager.

You’ll review work, manage and mentor junior members of the team, providing guidance and support as needed.

We have growth aspirations to significantly increase the size of the Private Client business and we want you to join us on that journey and be part of something special.

As a successful Private Client Tax Manager, you’ll have outstanding commercial acumen, always looking for ways to develop the team and business. Your drive to deliver the best alongside your determination for getting it right first time is what makes you stand out. Own it and back it!

You will be…

• Experienced working in a Private Client/Personal Tax focused role managing a portfolio of private clients
• Ideally CTA or ATT qualified
• Strong technical knowledge of UK tax laws and regulations, with experience in advising high-net-worth individuals and trusts
• A great communicator, with the ability to build strong relationships with clients and colleagues
• Have the ability to work independently and as part of a team, with strong organisational and time management skills

We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK... and our vision is to continue.

Over the last couple years alone, we have achieved some fantastic feats:

• Ranked No.1 in the Accountancy Age Mid-Tier Power Index
• Achieved 6 awards at the Inspiring Workplaces – Best in Class for Wellbeing, Employee Voice, Culture & Purpose and Employee Experience, as well as Best Company/Most Inspiring Place to Work For - No.1 in Large Companies category and No.3 in Top 50 overall list
• B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow
• Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023

What's in it for you...

We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:

• A streamlined, client-focused service free from unnecessary red tape
• Open Holidays – unlimited paid annual leave to take what you need to feel well rested
• A truly flexible approach to hybrid working
• Empowered and entrusted to do what you do best
• An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform

We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

A note for Recruitment Agencies...

Agencies, we love you… but unsolicited CV’s will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

If you would be interested in working with us – please send a message to [email protected], should we have anything we need additional support on we will reach out to you.

#LI-MH1