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Private Client Tax Manager

Michael Page Finance·Maidstone (South East England)Mid
£50 000 – £65 000 / year
Vox Summary
  • Role responsibilities: Oversee high-net-worth individuals' portfolios, provide tax planning, prepare complex personal tax returns, and identify tax-saving opportunities.
  • Key requirements: Recognised tax qualification (ATT or CTA), strong UK personal tax knowledge, experience managing private client portfolios, and experience in Trusts, Inheritance Tax, and Capital Gains tax.
  • Conditions and benefits: Permanent role in Maidstone with a salary from £50,000 to £65,000, professional growth opportunities, supportive environment, and access to training resources.
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Job description

The Private Client Tax Manager will oversee a portfolio of high-net-worth individuals, providing tailored tax planning and compliance advice. This role in Maidstone requires expertise in personal tax matters within the professional services industry. Client Details Our client is a top 15, award winning accountancy firm based in the Maidstone area. Description • Manage and oversee a portfolio of private clients, including high-net-worth individuals and business owners. • Provide expert tax planning advice, ensuring compliance with relevant legislation. • Prepare and review complex personal tax returns. • Identify and implement tax-saving opportunities for clients. • Act as the primary point of contact for clients, addressing queries promptly and professionally. • Support and mentor junior team members to enhance their skills and performance. • Stay up to date with changes in tax laws and regulations affecting private clients. • Collaborate with other departments to provide comprehensive client services. Profile A successful Private Client Tax Manager should have: • A recognised qualification in tax, such as ATT or CTA. • Strong knowledge of UK personal tax legislation and compliance processes. • Proven experience managing a portfolio of private clients. • Excellent communication skills to liaise effectively with clients and colleagues. • A proactive approach to identifying tax planning opportunities. • Experience in Trusts, Inheritance Tax and Capital Gains tax. Job Offer • A competitive salary ranging from £50,000 to £65000, depending on experience. • A permanent position within a reputable professional services firm in Maidstone. • Opportunities for professional growth and development in accounting and finance. • A supportive team environment focused on delivering excellent client service. • Access to resources and training to stay current in tax legislation and best practices.

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Original source
reed.co.uk
Posted
Jul 10, 2026 · true date
Last verified
1 hour ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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