Private Client Tax Manager

“It always seems impossible until it’s done.”  Nelson Mandela.
 
Sheridan Maine is advertising on behalf of a respected and growing accountancy practice to recruit a Private Client Tax Manager. This is an exciting opportunity for a tax professional to take on a pivotal role within a supportive and collaborative environment, delivering high-quality tax compliance and advisory services to a diverse portfolio of clients, including trusts and high-net-worth individuals.
 
This hybrid role offers the flexibility to combine office-based and remote working, while providing the chance to make a tangible impact on client service and professional growth.
 
Key responsibilities of the Private Client Tax Manager include:

• Managing a portfolio of cases, including trusts and high-net-worth individuals.
• Drafting reports and letters providing tax advice, including inheritance tax planning, residence, and domicile.
• Meeting with clients to assess and advise on their tax planning needs.
• Undertaking capital gains tax (CGT) advice on property, shares, and other assets for both UK-resident and non-UK-resident individuals.
• Reviewing the work of more junior staff and supporting their professional development.
• Providing and managing compliance services, including preparing and reviewing self-assessment tax returns and computations.
• Actively promoting other departments within the practice, particularly financial planning services.
• Requesting, collating, and maintaining client information.
• Corresponding with and confidently managing client enquiries.
• Maintaining direct contact with clients, HMRC, solicitors, and other professional services firms to deliver excellent client service.

 
The successful Private Client Tax Manager will have:

• Previous experience in tax compliance and advisory, including drafting reports.
• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge.
• A sound understanding of compliance standards imposed by regulatory authorities for tax.
• Strong organisational skills with the ability to plan time efficiently and meet deadlines.
• Professionalism and discretion, with the ability to build rapport quickly with clients.

 
What’s on offer:

• Competitive salary and benefits package.
• Clear career progression and professional development opportunities.
• Collaborative and supportive team culture.
• Hybrid working options to support flexibility.

 
If you’re passionate about this position or are keen to hear more, please click on “apply” as soon as possible.
 
You are required to be eligible to work in the UK full time without restriction.
 
Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.