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Private Client Tax Manager

Buzzacott

Greater London

On-site

GBP 80,000 - 100,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a dedicated professional to join their private client tax team. This role offers a unique opportunity to manage a diverse portfolio of clients, providing expert advisory services while supporting the growth of junior team members. With a focus on personal tax matters, you will engage in building strong client relationships and contribute to business development initiatives. The firm is committed to your professional growth, providing the necessary training and support to help you thrive in your career. If you are passionate about personal tax and eager to develop your expertise, this position is an excellent fit for you.

Qualifications

  • Qualified in ATT/CTA or ACA with experience in UK tax returns.
  • Ability to review work and mentor junior team members.

Responsibilities

  • Manage a portfolio of clients and oversee their tax affairs.
  • Provide advisory services and support compliance matters.
  • Develop new client relationships and assist in business development.

Skills

Networking Skills
Personal Tax Knowledge
Client Relationship Management
Team Development

Education

ATT/CTA Qualified
ACA Qualified
Equivalent Qualification

Job description

Our trusted and specialist private client tax team of just over 30 people, including 4 Partners, work with individuals and their structures on some of the biggest financial decisions that they may face. The core of our work focuses on advising on the assets of an individual, family or business, and assessing the opportunities available to them, minimising their liability.

We work collaboratively with many teams across the firm, to enable our clients to use Buzzacott for other services, providing the opportunity to work closely and build relationships with your colleagues in other teams around the firm and within our PrimeGlobal association.

Key aspects of the role include:
  • Act as account manager for a portfolio of clients within the Private Client Team.
  • Take responsibility for the review process of all work regarding the client’s affairs.
  • Liaise with the senior team members in connection with the management of your client portfolio to include the monitoring of billing targets.
  • Provide advisory services to clients, as well as support on their compliance matters.
  • Support the development of more junior team members and assist as necessary with monitoring of work and progress being made and help to resolve any problems and difficulties being encountered. Provide timely feedback on work matters and reviews.
  • Be competent in all levels of personal tax (as far as is reasonably possible in today’s environment), and also be aware of available planning opportunities for the Firm's clients, recognising opportunities for collaboration where other teams in the Firm need to be involved with a client’s affairs to provide a holistic view and service.
  • Develop new client relationships from your relationship with existing clients, from business contacts and other appropriate sources.
  • Assist in the team's initiatives in business development opportunities as required.
You are the right person for the role if you:
  • ATT/CTA qualified, or ACA qualified, or equivalent.
  • Experience of reviewing, preparing and filing UK client returns.
  • Full knowledge of tax matters relating to private clients.
  • Have the ability to review other people’s work and assess more junior team members.
  • Excellent networking skills.
  • Enjoy supporting and developing more junior team members.
  • Have the ability to build great rapport and relationships with colleagues, team members and clients.
  • Are committed to expanding your personal tax knowledge and experience.

This is a fantastic opportunity to build your career within this growing specialist team with a unique opportunity for progression. You will be keen to learn and looking to acquire technical knowledge from your team members. The team are committed to your development and will provide full support and training to ensure you can thrive.

If you are interested in this role, we encourage you to apply directly via the Apply button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to one of our HR Team about the vacancy before applying, contact us at recruitment@buzzacott.co.uk.

Please note: Our HR Team review and respond to all applications.

No agencies please.

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