Personal Tax Assistant Manager

Tolley; London; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

Une opportunité passionnante se présente pour un Assistant Manager en fiscalité personnelle au sein d'un équipe de clients privés de premier plan à Londres. Le candidat idéal sera impliqué dans la gestion de portefeuilles clients HNW/UHNW tout en ayant l'opportunité de progresser dans sa carrière. En fin de compte, l'entreprise offre un environnement de travail hybride et des possibilités d'implication dans le développement commercial.

Qualifications

• Expérience en conseil fiscal pour clients HNW/UHNW.
• Capacité à gérer un portefeuille varié de clients.
• Motivation à évoluer vers des postes de Manager et Senior Manager.

Responsibilities

• Superviser un portefeuille de clients avec planification fiscale personnelle.
• Collaborer avec des partenaires leaders en fiscalité privée.
• Participer au développement commercial de l'équipe.

Skills

Client-facing

Personal tax planning

Compliance oversight

Education

CTA qualification

Job description

Do you enjoy advising HNW/UHNW private clients with international aspects to their affairs?

A new opportunity has arisen with one of London’s premier Private Client teams, who are keen to recruit a CTA personal tax Assistant Manager.

The team advises entrepreneurs, family offices, business owners and celebrities with multi-jurisdictional wealth. The incoming individual will perform a client-facing role, overseeing a portfolio of clients, their annual compliance and ad hoc personal tax planning.

Working closely with some of the profession’s leading private client partners, the successful candidate will be supported in their progression towards Manager and Senior Manager grades. They’ll get involved with interesting income and capital taxes planning work and play a part in the ongoing marketing and business development of the team.

This is a super opportunity for a talented personal tax CTA to boost their career by joining an award-winning firm at an exciting time in their growth.

Salary will be dependent on experience but is likely to be in the region £50k-£60k + Bens + Bonus. Hybrid working 2-3 days a week is also on offer. Ref 5199

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