Private Client Tax Manager

Quest Recruitment Ltd; Greater London; Hybrid; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working arrangement

20 days paid holiday plus bank holidays

Opportunity to buy/sell annual leave

Paid professional subscription

Season ticket loans

Job summary

A leading tax advisory firm in Greater London is seeking a Private Client Tax Manager. The role involves managing a portfolio of high-net-worth individuals and providing specialist tax planning advice. Candidates should hold a CTA or ACA qualification and possess at least 5 years of management experience. The firm offers a competitive salary, hybrid working arrangements, and opportunities for professional development. Ideal for those looking to advance their career in a dynamic environment.

Qualifications

• Minimum of 5 years of relevant management experience in a specialist field or accountancy practice.
• Demonstrable experience of working on long-term client relationships.
• Up-to-date knowledge of relevant software products and MS Office.

Responsibilities

• Manage a portfolio of private clients including HNWIs and UK Trusts.
• Provide personal tax planning advice to compliance clients.
• Advise on IHT planning and trust setup.

Skills

Strong knowledge of personal and trust tax

Client relationship management

Good computer literacy

Education

CTA or ACA qualification

Job description

About the job Private Client Tax Manager

We are looking for a Private Client Tax Manager- This is an important role in the development of the Firms global Tax Advisory service. Main responsibilities:

• Manage a portfolio of private clients including HNWIs, nondomiciled individuals, UK Trusts and company directors.
• Provide specialist ad hoc personal tax planning advice to compliance clients
• Advise on IHT planning and trust set up
• Promote the services of the Firm in relation to HMRC enquiries and investigations into the affairs of personal and trust clients across the Firm
• Advise on UK property purchase structure for HNWIs
• Advise on Tax Schemes entered into by personal tax clients and options for settlement etc.
• Advise on complex remittance issues for non‑doms

What we are looking for:

• Strong level of knowledge and understanding of personal and trust tax.
• CTA or ACA qualified with relevant tax experience.
• Experience of working at a senior level, normally consisting of a minimum of 5 years relevant management experience in a specialist field or within an accountancy practice.
• Demonstrable experience of working on long term client relationships and of working on a fee basis with clients.
• Good level of computer literacy which should include up-to-date working knowledge of relevant software products and MS Office products.

What we can offer you:

• Exposure to a variety of clients including retail, media, technology, not for profit, education, leisure and hospitality
• Potential to progress with the Firm. Some of our Partners trained with the Firm on our graduate training programme
• Hybrid working arrangement with a requirement to attend the office for a minimum of 2 days per week
• Competitive salary, reviewed annually in July 20 days paid holiday (increased by 1 day for each complete year of service to 30 June up to a maximum of 5 days) + Bank Holidays + 3 or 4 Christmas closure days
• Opportunity to buy/sell annual leave
• 1 Professional subscription paid by the Firm
• Season ticket loans
• CSR day paid by the Firm
• Opportunity to meet colleagues outside of work at various social events organised by the Staff Action Team throughout the year