NXTGEN is delighted to be working with a leading and highly respected firm in the Suffolk market to recruit a Private Client Tax Manager in their Ipswich office. Renowned for their expertise and exceptional client service, the firm continues to expand its market presence, creating an exciting opportunity for an experienced tax professional to join their growing team.
The firm's client base spans the full private client spectrum, so as a Private Client Tax Manager you can expect to get involved in working with high-net-worth individuals, business owners, partnerships, company directors, land and property owners, entrepreneurs, and trusts and estates work. This diversity ensures no two days are the same and offers real variety in the work you'll be managing.
This is a genuinely varied Private Client Tax Manager position that combines technical delivery, client engagement, and team leadership. You'll draw on your strong technical expertise to deliver high-quality personal tax compliance and advisory services, while mentoring and supporting junior colleagues to help them develop their skills. You'll also be encouraged to contribute to business development initiatives, helping to strengthen and grow the firm's already impressive client portfolio.
As a Private Client Tax Manager, you'll benefit from a tailored progression plan built around your skills, experience, and career goals, with clear support and guidance towards Senior Manager level and beyond. Thanks to the breadth of work the team undertakes, you'll have the flexibility to either specialise in a particular area or maintain a varied portfolio over time. From the outset, you can expect to be involved in Capital Gains Tax planning, IR35, and Trusts & Inheritance Tax, as well as gaining exposure to more specialist projects and complex cases.
Key Responsibilities:
- Manage and develop a portfolio of private clients, acting as a trusted adviser.
- Review personal tax returns prepared by junior team members, providing guidance and feedback.
- Deliver clear and practical advice tailored to each client's circumstances.
- Supervise and mentor junior staff, supporting their technical and professional development.
- Actively contribute to business development activities and networking opportunities.
- Provide technical support on private client matters across the wider firm.
What this client is looking for:
- CTA qualified (or qualified by experience), with additional qualifications such as ICAEW, ACCA, or STEP being an advantage.
- Proven track record in personal tax compliance and advisory work, ideally within a professional services environment.
- Strong technical expertise in areas such as CGT, IHT, remuneration planning, IR35, and property income.
- Excellent communication skills, with the ability to explain complex matters clearly to clients.
- High IT capability, ideally with CCH experience.
- A collaborative approach, with the ability to work independently when required.
If you're ready to take on a Private Client Tax Manager role where you can combine technical challenge, client interaction, and leadership in a firm that's continuing to grow, we'd love to hear from you. For more details, please contact Annie today.
Salary is dependent on experience.
