Private Client Tax Manager

We have been instructed on a Private Client Tax Assistant Manager or Manager opportunity on behalf of our client, a highly reputable firm of Chartered Accountants in their Poole office.

Ideal for a Private Client tax professional seeking structured progression, flexibility, and lots of variety.

You could also come from a compliance background looking to develop your advisory skills.

You will manage an entrepreneurial portfolio of clients, supporting Partners in more complex advisory work, working on ad hoc projects, the provision of tax planning advice, and regular client meetings.

Part time considered, more info including benefits package below:

The Role:

Managing a diverse portfolio of clients
Provision of advise in areas such as Capital Gains tax, Property tax, Inheritance issues, Exit and Succession planning.
Identifying Tax planning opportunities
Managing the successful delivery of ad hoc tax projects
Review of tax compliance
Business development
Leading client meetings
Dealing with client queries

CTA Qualified (Ideally)
CTA Part Qualified or ATT Qualified also considered
Experience of managing a client portfolio (ideally)
Strong personal/ private client tax experience within a practice environment
Strong communication skills

£50,000 - £65,000 a year - Permanent, Part-time, Full-time, Private health insurance
Hybrid/ Flexible working (Option of WFH 2 days a week)
Company bonus scheme
CTA study support if required
Generous holiday entitlement
The option to buy/ sell holidays
Cycle to work scheme