Private Client Tax Manager - Tunbridge Wells

Personal Tax Manager

Tunbridge Wells

I am seeking a talented and experienced Personal Tax Manager to join a reputable firm based in Tunbridge Wells. This role offers a unique opportunity to work with a diverse client base including high-net-worth individuals, private equity executives, entrepreneurs, and trusts. The successful candidate will play a pivotal role in delivering exceptional client service and managing complex tax affairs.

Key Responsibilities:

• Maintain strong client relationships.
• Manage a portfolio of personal clients focusing on HNWIs, private equity executives, entrepreneurs, and trusts.
• Ensure timely compliance with client and regulatory deadlines, monitoring time limits and elections.
• Proactively engage with clients on advisory matters and assist with tax planning projects including succession planning, capital gains, and inheritance tax issues.
• Handle HMRC enquiries, disclosures, and correspondence.
• Oversee billing and budget monitoring for assigned projects.
• Review compliance and basic advisory work prepared by junior team members.
• Mentor and support junior staff members in technical and personal development.
• Deliver technical training sessions.
• Engage in personal and team business development activities.
• Stay updated on technical knowledge and ensure adherence to internal procedures.

Next Steps?

Apply today or contact Mollie Smith for more information - mollie.smith@pro-tax.co.uk

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