Description
Crowe Watson Recruitment is delighted to be working with a leading firm of Chartered Accountants in Peterborough in the recruitment of a Private Client Tax Manager. This is a fantastic opportunity for a tax professional looking to join a highly reputable and forward-thinking firm offering a dynamic working environment and excellent progression opportunities. With flexible working arrangements, a strong company pension, and a wide range of additional benefits, this role offers both career development and a great work-life balance.
The successful candidate will take on a varied and interesting portfolio of private clients, including HNWIs, non-UK domiciliaries, and trusts and estates. You will play a key role in managing client relationships, providing high-quality tax advisory services, and overseeing compliance matters. This position is well suited to an individual with strong technical knowledge and excellent interpersonal skills, looking to take the next step in their career within a supportive and collaborative team.
At Crowe Watson, we pride ourselves on connecting exceptional talent with outstanding firms across the UK. We are passionate about helping professionals achieve their career goals and supporting clients in finding the best fit for their teams. 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.
Key Responsibilities
Manage a portfolio of private clients, including HNWIs and trusts
Deliver high-quality tax advisory and compliance services
Review complex personal tax returns and provide technical guidance
Support junior team members with training and development
Liaise directly with clients, HMRC, and third parties
Identify tax planning opportunities and contribute to business development
Requirements
CTA qualified or equivalent
At least five years' experience working within a UK Practice environment
Strong technical knowledge of personal tax legislation
Excellent communication and client relationship skills
Previous experience managing or mentoring junior staff
The successful candidate will take on a varied and interesting portfolio of private clients, including HNWIs, non-UK domiciliaries, and trusts and estates. You will play a key role in managing client relationships, providing high-quality tax advisory services, and overseeing compliance matters. This position is well suited to an individual with strong technical knowledge and excellent interpersonal skills, looking to take the next step in their career within a supportive and collaborative team.
At Crowe Watson, we pride ourselves on connecting exceptional talent with outstanding firms across the UK. We are passionate about helping professionals achieve their career goals and supporting clients in finding the best fit for their teams. 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.
Key Responsibilities
Manage a portfolio of private clients, including HNWIs and trusts
Deliver high-quality tax advisory and compliance services
Review complex personal tax returns and provide technical guidance
Support junior team members with training and development
Liaise directly with clients, HMRC, and third parties
Identify tax planning opportunities and contribute to business development
Requirements
CTA qualified or equivalent
At least five years' experience working within a UK Practice environment
Strong technical knowledge of personal tax legislation
Excellent communication and client relationship skills
Previous experience managing or mentoring junior staff