Are you an experienced Private Client Tax Assistant Manager or Manager looking to make the step up, or an established Manager looking to consolidate your position within a local independent firm? If so, this could be the ideal role for you...
Tax Specialists Clark Wood are working with an award winning local firm of Accountants who are currently seeking a Private Client Manager to join their team in Winchester.
The role consists of a mixture of compliance and advisory work and would involve managing your own portfolio of a diverse range of clients including high net worth individuals, partnerships, non-domiciled individuals and entrepreneurs.
The ideal candidate will be ACA / ACCA or CTA qualified qualified and our client is offering a very competitive salary, excellent benefits & holiday package for the right individual.
Part time will also be considered.
This is a fantastic opportunity to move up the ranks within a leading private client tax team.
Duties & Responsibilities:
Manage a portfolio of clients, being their first point of contact
Provision of tax consultancy, compliance, planning and advice
Providing support to partners on more complex projects
Provide intelligent and creative solutions to client tax issues both reactively and proactively
Dealing with HMRC correspondence and client queries including obtaining relevant or requested information
Working closely with Partners
Train and mentor junior staff members
Build and maintain strong client relationships
ATT/ CTA Qualified (ideally)
(Finalist/ Part Qualified also considered)
For further information on this role please contact Will Langdon at Clark Wood