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- 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.
Private Client Tax Manager - Royal Tunbridge Wells, United Kingdom - Pro-Tax Recruitment
Description
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: