Private Client Tax Manager - Top 30 Practice London

Private Client Tax Manager CTA

Our client is a top 30 UK chartered accountancy firm that provide a first-class service aimed at entrepreneurial small and medium enterprises (SMEs), large corporates, Not for Profit organisations and high-net worth individuals. Their reputation is grounded in quality, delivering premium advisory services efficiently and cost-effectively.

They are now looking appoint a top-quality Manager to join their expanding Private Client Tax team.

Duties and Responsibilities:

The duties and responsibilities of the role will be to look after the day to day running of a portfolio of clients. Responsibilities will include:

• Delivering technical advice, seeking opinions from Directors and Partners where necessary
• Oversight and organisation of portfolio billing
• Being the second point of contact for key clients
• Attending pitches and conducting general BD work
• Monitoring junior staff, providing feedback and answering queries where necessary
• Identifying business development and cross-selling opportunities
• Co-ordinating the compliance process for clients

The Candidate:

The successful candidate should be CTA qualified and must have experience of reviewing tax returns and handling a portfolio of clients, and they should also be commercially aware regarding billing and marketing.

The role offers a salary: up to £70,000 and a range of excellent benefits including:

• Group Life Cover
• 25 days holiday on commencement
• Buying and Selling Holiday Scheme
• Hybrid working policy - at least 2 days in the office a week, with a core hours system in place
• PHI (Permanent Health Insurance)
• Contributory Private Health Scheme
• Non-Contributory Health Cash Plan

To apply contact John today at john.corfield@pro-tax.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.