Private Client Tax Manager

TPF Recruitment; Ashford; On-site; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid and flexible working

Comprehensive benefits package

Ongoing professional development and培训

Job summary

TPF Recruitment is supporting a leading mid tier firm of chartered accountancy practice in Ashford to recruit a Private Client Tax Manager. You will manage a portfolio of high net worth clients, delivering bespoke tax planning and advisory services with oversight of compliance.

The role focuses on advisory work with exposure to international tax issues, residency and domicile planning, and wealth preservation, while mentoring junior staff and working with Partners.

Qualifications

• CTA qualification held with at least two years' post-qualification experience.
• Experience advising high net worth individuals within a mid-tier or Big Four practice.
• Strong report writing and advisory skills; experience managing budgets and client expectations.

Responsibilities

• Manage a portfolio of high net worth private clients.
• Deliver proactive tax planning and advisory services across private client tax matters.
• Review and oversee personal tax compliance with an advisory focus.
• Advise on residency, domicile, international tax issues and related rules.
• Advise on historic non-domicile, remittance basis and trust matters.
• Provide guidance on UK Statutory Residence Test and double tax treaties.
• Advise on UK/offshore trust structures, succession planning and wealth preservation.
• Deliver Inheritance Tax planning advice including trusts and reliefs.
• Advise on property holding structures and Family Investment Companies.
• Support clients through HMRC enquiries and respond to HMRC letters.
• Prepare technical reports and present complex advice clearly to clients.
• Manage client relationships, budgets, fee estimates and billing.
• Mentor junior team members and collaborate with Partners on advisory projects.

Skills

CTA qualification

STEP qualification

Post-qualification experience

Private client tax advisory

Billing and budgeting

Client relationship building

Job description

TPF Recruitment is delighted to be supporting a leading mid tier firm of chartered accountancy practice in their search for a Private Client Tax Manager to join their highly regarded team in Ashford.

This is a newly created position that has arisen as a result of the firm's continued growth, making it an excellent opportunity to join a thriving and expanding Private Client Tax department with genuine long term career prospects.

Working within a collaborative and highly technical team, you'll advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families and trusts, delivering bespoke tax planning solutions across a wide range of complex private client matters. This is a predominantly advisory role, with oversight of compliance work, offering excellent exposure to challenging and rewarding projects.

The Role

• Managing a portfolio of high net worth and ultra high net worth private clients.
• Delivering proactive tax planning and advisory services across a wide range of private client tax matters.
• Reviewing and overseeing personal tax compliance whilst maintaining a strong advisory focus.
• Advising clients on residency, domicile and international tax issues, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules.
• Advising on historic non domicile, remittance basis and mixed fund matters.
• Providing guidance on the UK Statutory Residence Test and double tax treaties.
• Advising on UK and offshore trust structures, succession planning and wealth preservation.
• Delivering Inheritance Tax planning advice, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other available reliefs and exemptions.
• Advising on property holding structures and Family Investment Companies.
• Supporting clients through HMRC enquiries and responding to HMRC nudge letters.
• Preparing high quality technical reports and presenting complex advice in a clear, commercial manner.
• Managing client relationships, budgets, fee estimates and billing.
• Supporting and mentoring junior members of the team while working closely with Partners and Directors on advisory projects.

Requirements

We're looking for an ambitious Private Client Tax professional who is seeking a long term career within a growing mid tier accountancy practice.

You’ll ideally have:

• CTA qualification
• At least two years' post qualification experience.
• Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice.
• STEP qualification would be advantageous.
• Excellent technical knowledge across private client taxation.
• Strong report writing and advisory skills.
• Experience managing billing, fee estimates, budgets and client expectations.
• Excellent communication and relationship building skills.
• A stable career history with a genuine desire to build a long term career within a growing team.

Benefits

• Competitive salary of £60,000 to £75,000, depending on experience.
• Comprehensive benefits package.
• Hybrid and flexible working.
• Predominantly advisory work with exposure to complex private client tax planning.
• The opportunity to work with an exceptional portfolio of high net worth and ultra high net worth clients.
• Clear career progression within one of the UK's leadingmid tier accountancy practices.
• Ongoing professional development and technical training.
• A collaborative, supportive and inclusive working environment.

If you're an experienced CTA qualified Private Client Tax Manager looking to join a growingmid tierfirm where you can work on high quality advisory projects while continuing to develop your career, we'd love to hear from you.