Private Client Tax Manager

Armstrong Knight; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in London is seeking an experienced professional to manage high net worth clients. You will prepare complex tax returns, advise on tax strategies, and support junior team members. Strong qualifications in CTA, ACA, or ACCA are preferred. This role offers a competitive remuneration package and opportunities for career growth within the company.

Benefits

Competitive remuneration package

Further training and development

Career growth opportunities

Qualifications

• Significant previous experience at Senior/Manager level is essential.
• Proven experience in client handling and project management.
• Tax experience from a practice background preferred.

Responsibilities

• Manage a portfolio of high net worth individuals.
• Prepare complex tax returns and trust returns.
• Advise clients on tax strategies and communicate with HMRC.
• Support and train junior team members.

Skills

Client handling

Tax strategy advisory

Project management

Education

CTA qualified or equivalent

ACA or ACCA

Job description

Overview

The successful candidate will be highly motivated to develop existing relationships and confident when dealing with Higher net worth clients across a broad spectrum of backgrounds

Responsibilities

• Management of a portfolio of High net worth Individuals, Partners and Business Directors. Preparation of complex tax returns.


• Advising on a wide range of tax strategies


• Broad experience of a range of tax situations applicable to higher net worth individuals


• Completing Trust Returns


• Preparing P11D


• Communication with HMRC


• Provide advice to clients


• Management of junior members of the team, supporting with training and professional development

Qualifications

• CTA qualified is preferred or equivalent (along with an accounting qualification such as ACA or ACCA).


• Significant previous experience operating at Senior/Manager or a similar role is required, or can demonstrate the skill set required to undertake the role.


• Proven experience in client handling and project management


• Tax experience from a practice background would be a distinct advantage.

Benefits

• A competitive remuneration package


• Further training and development within the role


• A challenge to your existing skill levels that will allow you to develop a broader based skill set


• The opportunity to grow your career within a growing business that promotes its senior people from within its own ranks