Private Client Tax Manager

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

Benefits offered by this job

Hybrid working

Competitive salary

Comprehensive benefits package

Professional development

Job summary

TPF Recruitment is supporting a leading mid-tier firm of chartered accountancy practice in their search for a Private Client Tax Manager to join their Sidcup team.

This newly created role offers long term career prospects within a collaborative, highly technical Private Client Tax department, with exposure to high net worth individuals, entrepreneurs, families and trusts. It is predominantly advisory with oversight of compliance and a clear path for progression.

Qualifications

• Ambitious Private Client Tax professional seeking a long-term career within a growing mid-tier practice.
• Two years' post-qualification experience or more.
• Experience advising high net worth and ultra high net worth individuals and families.
• 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.

Responsibilities

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

Skills

Communication skills

Report writing

Advisory skills

Billing & budgeting

Education

CTA qualification

STEP qualification

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 Sidcup.

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.