Description
Private Client Tax Manager
Ref: CWK841
Salary: £55,000 - £65,000 (DOE)
Worcester
Looking for a private client tax role with real portfolio ownership and a firm that values technical quality? This Private Client Tax Manager opportunity with a leading firm of Chartered Accountants in Worcester offers a varied HNW client base, a supportive and experienced tax team, and a clear route to senior manager level, with flexible working, a company pension, and much more on offer.
Crowe Watson Recruitment has a strong presence across the Midlands accountancy market, and the team brings real knowledge of the private client tax space to every search it takes on. Candidates value the honest advice they receive and the care taken to make sure any role put forward suits their skills and longer term goals.
As Private Client Tax Manager, you will take ownership of a portfolio of high-net-worth individuals, trusts and estates, delivering compliance and advisory work to a high standard and working closely with partners on more complex matters. Worcester has a loyal and well-established client community, and the firm’s private client base reflects that well. You will also play an active part in developing the team around you, within a collaborative practice that rewards technical ability and commercial awareness. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities
Managing a portfolio of private clients
Delivering expert advice across income tax, capital gains tax, and inheritance tax
Reviewing self-assessment tax returns and overseeing the compliance process
Building and maintaining strong, trusted client relationships as a key point of contact
Mentoring and supporting the development of junior members of the tax team
Liaising with HMRC on client matters including enquiries and investigations
Requirements
CTA and/or ACA/ACCA qualified with a strong private client tax background
At least five years' experience working within a UK Practice environment
Proven experience managing a portfolio of HNW private clients with technical accuracy and confidence
Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a confident client-facing manner
Organised, detail-oriented, and able to manage competing deadlines effectively
Ref: CWK841
Salary: £55,000 - £65,000 (DOE)
Worcester
Looking for a private client tax role with real portfolio ownership and a firm that values technical quality? This Private Client Tax Manager opportunity with a leading firm of Chartered Accountants in Worcester offers a varied HNW client base, a supportive and experienced tax team, and a clear route to senior manager level, with flexible working, a company pension, and much more on offer.
Crowe Watson Recruitment has a strong presence across the Midlands accountancy market, and the team brings real knowledge of the private client tax space to every search it takes on. Candidates value the honest advice they receive and the care taken to make sure any role put forward suits their skills and longer term goals.
As Private Client Tax Manager, you will take ownership of a portfolio of high-net-worth individuals, trusts and estates, delivering compliance and advisory work to a high standard and working closely with partners on more complex matters. Worcester has a loyal and well-established client community, and the firm’s private client base reflects that well. You will also play an active part in developing the team around you, within a collaborative practice that rewards technical ability and commercial awareness. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities
Managing a portfolio of private clients
Delivering expert advice across income tax, capital gains tax, and inheritance tax
Reviewing self-assessment tax returns and overseeing the compliance process
Building and maintaining strong, trusted client relationships as a key point of contact
Mentoring and supporting the development of junior members of the tax team
Liaising with HMRC on client matters including enquiries and investigations
Requirements
CTA and/or ACA/ACCA qualified with a strong private client tax background
At least five years' experience working within a UK Practice environment
Proven experience managing a portfolio of HNW private clients with technical accuracy and confidence
Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a confident client-facing manner
Organised, detail-oriented, and able to manage competing deadlines effectively