Private Client Tax Manager

Buckley Consulting LLP; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a skilled professional to manage a diverse portfolio of high-net-worth individuals and trusts. This role offers the opportunity to work in a dynamic team environment with accessible partners and a commitment to professional development. You will be responsible for mentoring junior staff, providing valuable tax advice, and engaging in complex advisory projects. The firm promotes a culture of meritocracy, ensuring that your contributions are recognized and rewarded. If you thrive in a collaborative setting and are eager to expand your skill set, this position is an excellent opportunity to advance your career.

Qualifications

• Experience managing HNW individuals and trusts.
• Strong mentoring and leadership skills essential.

Responsibilities

• Manage a portfolio of high-net-worth clients and trusts.
• Lead and mentor junior colleagues while handling complex advisory projects.

Skills

Client Management

Team Leadership

Tax Advisory

Mentoring

Education

Relevant Professional Qualification

Degree in Finance or Related Field

Job description

This growing, mid-tier firm can offer a high-quality client base, a true team environment where partners are accessible, and a flexible and sensible approach to hybrid working.

You will manage a portfolio of HNW individuals, successful business owners and professionals, non-resident and non-domiciled individuals, and trusts. Your role will involve reviewing and mentoring more junior colleagues as well as getting involved in the more complex work including advisory projects.

Management duties include training and coaching, motivating your team, and leading from the front. You should be confident in your dealings with clients, knowing how to add value by suggesting relevant tax advice and knowing when to refer work to other parts of the business.

The firm is well known for its willingness to encourage and offer opportunities to expand and deepen skill sets. Promotion is entirely on merit, with no requirement to time serve.