Private Client Manager (Ref: BH-10070) Permanent

Private Client Manager
Tax
Maidstone, Kent
£60,000 – £70,000 per annum
 
Are you a Private Client Manager looking for a new opportunity in the Kent area?
 
Are you looking to join a top 10 practice in a Private Client Manager position?
 
Do you have a background working as a private client manager providing expert tax advice?
 
If so, I want to hear from you.
 
We have partnered with a top 10 accountancy practice to recruit a Private Client Manager specialising in tax advisory services. This amazing opportunity has arisen to join an established tax team focusing on medical professionals.
 
As a Private Client Manager your role will be to review the tax returns and have day to day contact with your clients. As a Private Client Manager, you will be responsible for providing expert tax advice to clients including tax planning, compliance and managing complex tax affairs. You’ll work to ensure their financial goals are met and tax liabilities are kept down
 
Benefits:
 

• Competitive salary up to £70,000 DOE.
• Hybrid, flexible and agile working arrangements.
• Birthday leave
• Professional subscriptions
• Retail discounts
• Cycle to work scheme
• Eye care scheme
• 25 days annual leave plus bank holidays
• Paid sick leave
• Enhanced maternity and paternity pay
• Unrivalled training and professional development.
• Professional development opportunities.
• Great location with easy access from the M20/M2
• Wellbeing app
• Life assurance 4 x salary

 
Key Responsibilities:
 

• Advise clients on tax-efficient strategies, inheritance tax, and wealth preservation.
• Prepare and review tax returns, ensuring compliance with regulations.
• Build and maintain strong client relationships.
• Collaborate with other departments to deliver holistic financial solutions.
• Deliver revenue and profitability targets

 
Requirements:
 

• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal abilities.
• CTA/ACA/ACCA/CA (or equivalent) qualified
• Previous personal/private client Tax or Mixed Tax experience in a similar role within a practice environment is essential
• Strong technical knowledge and the ability to carry out research into complex areas of tax legislation

 
If you’re a private client manager and passionate about tax planning and thrive in a client-centric environment, we’d love to hear from you!
 
Apply now by sending your CV to [email protected] or for more information please call 01622 697 754.

Unfortunately, due to the high number of applications currently being received, only shortlisted candidates will be contacted.