Private Client Tax Manager - Bond Williams : Job Details

Private Client Tax Manager

Bond Williams

Job Location : Wimborne, UK

Posted on : 07/07/2025 - Valid Till : 18/08/2025

Job Description :

Bond Williams Accounting and Finance are pleased to be working with one of the areas established Chartered Accountancy firms to recruit a Private Client Tax Manager. Reporting to a Private Client Tax Manager, you will have responsibility for the service delivery and management of a tax team and portfolio of clients and: * meeting personal and team targets* meet KPIs* forecasting and planning workflow* oversee training and provide support for less experienced staff membersThe client portfolio would be a mixed one covering business owners, property investors, HNWI and UHNW families, trusts and estates. Key responsibilities:* To oversee efficient and timely completion of tasks.* Act as point of contact for the portfolio allocated* Annual client reviews to assess fees, services needed and tax planning* Control budgets, chargeable hours and recoverability for the portfolio allocatedincluding apprentices* Organise and monitor workflow* Motivate, mentor and encourage all team members to reach their potential* Acting as a company Ambassador and actively promote services to existingand potential clients across all servicesYou will need to be qualified ATT or CTA with previous tax experience within an accountancy practice, have a strong client service approach and previous management experience. You will also need to have excellent communication and IT skills and be very self motivated. In return, a good working environment is offered together with exceptional benefits including 25 days holiday plus birthday and bank holidays (but option to buy and sell up to 5 days after probation), profit share, hybrid working, health cashback scheme, salary sacrifice pension scheme and parking to mention a few.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Salary : 40000 - 45000

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