Private Client Tax Manager

Just Imagine...

Being part of an accountancy firm that puts a passion for business ahead of profits. A firm that genuinely cares.

If so, HURST could be the firm for you.

Who we are

You’ll be wondering why we’re different to other leading firms in the UK… and why you should consider forging your future career with HURST.

Headquartered in South Manchester, our 120-strong team has been supporting the ambitions of the North West’s most admired organisations for the past four decades.

But we go beyond the world of accountancy, and it’s that extra mile and additional insight that truly helps our clients to thrive. Whilst providing the services you’d expect of any leading practice, we also deliver the strategic and visionary guidance you wouldn’t expect from anyone other than HURST.

But it’s not just about the leading technical competency you’ll find amongst your colleagues. Or the fact that you’ll have the freedom to make your mark with many of the North West’s most admired brands. It’s the sense of ownership you’ll feel. And the fact you’ll be surrounded with like-minded teammates that are as friendly as they are forward-thinking.

Your role...

As a Private Client Tax Manager, you will manage a portfolio of high-net-worth individuals and owner-managed business (OMB) clients, delivering bespoke tax advice and planning services. This role requires a strong commitment to tax compliance and a focus on providing outstanding client service.

Key Responsibilities

• Client Management

  • Oversee a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.
  • Build and maintain robust client relationships, acting as the primary contact for all tax-related enquiries.
  • Lead regular client meetings (initially with the tax partner) to review tax positions and offer strategic guidance.

• Tax Planning and Advisory

  • Provide thorough tax planning and advisory services, covering inheritance tax, capital gains tax, and income tax.
  • Identify tax-saving opportunities and develop strategies to optimise clients' tax positions.
  • Advise clients on the implications of new tax legislation, ensuring compliance with current regulations.

• Compliance

  • Review personal tax returns (including some trusts and estates) and associated documentation.
  • Ensure all tax filings are accurate and submitted on time.
  • Liaise with HMRC on clients' behalf.

• Team Leadership

  • Supervise and mentor junior tax staff, offering guidance and support for their professional growth.
  • Review work prepared by junior staff, ensuring accuracy and compliance.

• Business Development

  • Identify opportunities to expand our client base and contribute to business development initiatives.
  • Attend networking events and cultivate relationships with potential clients and referral sources.

Qualifications and Experience

• Education

  • Fully CTA qualified preferred.

• Experience

  • Minimum of 3 years’ experience in private client tax, ideally within a professional services firm.
  • Proven track record of managing a portfolio of high-net-worth clients.

• Skills

  • In-depth knowledge of UK tax legislation and compliance requirements.
  • Strong communication and interpersonal abilities.
  • Ability to manage multiple clients and deadlines effectively.
  • Experience with advisory project work.
  • Strong analytical and problem-solving skills.

Personal Attributes

• Client-focused with a dedication to delivering high-quality service.
• Proactive and able to work independently.
• Strong leadership and team management skills.
• High level of integrity and professionalism.

Career Development

Our commitment to professional development ensures that every employee can achieve their highest potential. We provide unparalleled support and opportunities through strategic partnerships and innovative programmes designed to advance your career. Find out more about how you can develop your career with HURST here.

Benefits

• Competitive salary.
• Comprehensive benefits package, including a health plan and pension scheme.
• Opportunities for professional development and career advancement.

For more information, contact Karen Chadwick.