Private Client Tax Manager

Armstrong Knight; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading financial services firm in London is seeking a motivated individual for a senior tax advisory role. The successful candidate will manage a diverse portfolio of high-net-worth clients, preparing complex tax returns and advising on tax strategies. Candidates should possess relevant qualifications and significant experience in client handling. This role offers competitive remuneration and opportunities for career advancement in a growing firm.

Benefits

Competitive remuneration package

Further training and development

Career growth opportunities

Qualifications

• Significant previous experience in a senior or managerial role.
• Proven experience in client handling and project management.
• Tax experience from a practice background is advantageous.

Responsibilities

• Manage a portfolio of High net worth Individuals and Business Directors.
• Prepare complex tax returns and complete Trust Returns.
• Advise clients on tax strategies and communicate with HMRC.

Skills

Client handling

Project management

Tax strategy advising

Education

CTA qualification or equivalent

Accounting qualification (ACA or ACCA)

Job description

About you

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

Key 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

Specific experience

• 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.

What the client offers

• 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