Private Client Tax Manager
Brighton | Hybrid (up to 2 days from home) | Competitive salary
A long-established independent firm of chartered accountants in Brighton is looking for a Private Client Tax Manager to join its senior team. This is a varied private client role with real trust and estate work at its core, the kind of breadth you don’t often find in a firm of this size.
You’ll manage your own portfolio and work closely with the directors on technical advice, so it suits someone who wants to keep developing rather than sit still.
What you’ll be doing
- Preparing self-assessment, partnership, CGT and trust and estate returns
- Running a portfolio of trusts day to day: reviewing annual accounts, managing the cashbook, tax payments, distributions and trustee queries
- Registering new trusts and estates through the TRS
- Handling quarterly MTD for ITSA returns
- Supporting the directors with technical research and drafting tax advice for clients
- Dealing with HMRC disclosures and enquiries
- Completing holdover elections, IHT forms for trusts and CGT returns on residential property
- Managing WIP and billing
- Training and supervising junior staff
Who it will suit
- ATT qualified and studying towards CTA, or already ATT/CTA qualified. ACA/ACCA with strong personal tax experience also considered
- A good grounding in personal tax, with trust experience welcome but not essential. Training is available to fill any gaps
- Clear communicator who enjoys client contact and can hit deadlines
- Someone ready to take on supervision and step up over time
What’s on offer
- Competitive salary
- Study support to complete CTA
- 25 days holiday, plus extra days at Christmas so you get a proper week off
- Hybrid working, up to 2 days from home after probation
- A genuine path into senior management within the practice
If you’re a personal tax specialist looking for more trust and advisory work and a route up, this is well worth a look.
To apply or find out more
Lydia at ProTalent
lydia@protalent.co
01273 491 852