Private Client Tax Manager in Guildford

We are seeking a Private Client Tax Manager to join a professional services firm in South West London. This role requires expertise in managing personal tax matters for high-net-worth individuals and providing tailored tax planning advice.

• Well established independent practice in South West London
• Private Client Tax Manager role

• Manage a portfolio of private clients, including high-net-worth individuals, ensuring their tax affairs are compliant and efficient.
• Provide bespoke tax planning advice tailored to each client's personal and financial circumstances.
• Oversee the preparation and review of self-assessment tax returns.
• Advise on inheritance tax, capital gains tax, and income tax matters, ensuring clients benefit from effective planning strategies.
• Identify opportunities for tax savings and make recommendations to clients.
• Build and maintain strong client relationships, acting as a trusted advisor.
• Support junior team members with technical guidance and mentoring.
• Stay updated on changes in tax legislation and ensure compliance within the department.

A successful Private Client Tax Manager should have:

• A professional qualification such as CTA, ACA, or equivalent.
• Proven experience in private client tax within the accountancy industry.
• Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
• Excellent client management and communication skills.
• A proactive approach to identifying tax planning opportunities.
• Ability to manage a portfolio and meet deadlines effectively.
• Experience in mentoring or managing junior team members.