Tax Manager

Private Tax Manager - Staffordshire



About Our Client

Our client is a well-regarded accounting practice based in Staffordshire, providing comprehensive private client tax services to individuals, entrepreneurs, and family businesses across the region. They are known for their technical expertise, personal approach, and commitment to delivering exceptional client service in a supportive team environment.

The Opportunity

Due to continued growth in their private client division, our client is seeking an experienced Private Tax Manager to join their Staffordshire team. This role offers excellent opportunities for professional development and career progression within a collaborative and technically focused practice.

Key Responsibilities

Private Client Tax Management

• Prepare and review personal tax returns including self-assessment and capital gains tax computations
• Handle inheritance tax planning and calculations
• Manage trust taxation matters and estate planning
• Advise on tax-efficient strategies for individuals and small business owners
• Liaise with HMRC on client enquiries and correspondence

Client Advisory Services

• Provide practical tax planning advice to private clients
• Support clients through life events affecting their tax position
• Advise owner-managers on extraction strategies and succession planning
• Coordinate with other advisors including solicitors and financial planners
• Assist with residence and domicile matters for mobile clients

Technical Development

• Stay current with tax legislation changes and their practical implications
• Support junior team members with technical queries
• Contribute to knowledge sharing within the tax team
• Assist with more complex cases under supervision
• Participate in training and professional development activities

Practice Development

• Build relationships with existing clients to identify additional service opportunities
• Support business development activities and client meetings
• Maintain high standards of client service and communication
• Contribute to the growth and reputation of the private client team

Essential Requirements

Professional Qualifications

• ATT qualification (CTA or ACA/ACCA an advantage)
• 4-7 years of private client tax experience
• Strong technical knowledge of UK personal taxation

Technical Skills

• Solid understanding of income tax, capital gains tax, and inheritance tax
• Experience with trust taxation and basic estate planning
• Knowledge of self-assessment procedures and HMRC processes
• Proficiency with tax software and Excel
• Understanding of tax implications for small businesses and partnerships