Private Client Tax Manager - High Net Worth Advisory Hybrid

TPF Recruitment Ltd; Maidstone; Hybrid; GBP 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Flexible working

Zusammenfassung

TPF Recruitment is seeking a Private Client Tax Manager in Maidstone to join a leading mid-tier accountancy practice. You will manage a portfolio of high net worth clients, delivering proactive tax planning and overseeing compliance with a strong advisory focus.

You will advise on residency, domicile and international issues, including trusts and wealth-structuring, while mentoring junior staff. Hybrid working and clear career progression are offered.

Qualifikationen

• At least two years' post-qualification experience.
• Experience advising high net worth individuals within a mid-tier or Big Four practice.
• 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.

Aufgaben

• Managing a portfolio of high net worth private clients with proactive planning.
• Reviewing and overseeing personal tax compliance while maintaining advisory focus.
• Advising on residency, domicile and international tax issues, including TRF and FIG rules.
• Advising on historic non domicile, remittance basis and mixed fund matters.
• Guiding on 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 and exemptions.
• Supporting clients through HMRC enquiries and responding to HMRC letters.
• Preparing technical reports and presenting complex advice clearly.
• Managing client relationships, budgets, fee estimates and billing.
• Mentoring junior team members and collaborating with Partners and Directors on advisory projects.

Kenntnisse

Private client tax

Tax advisory

Client relationship mgmt

Billing & budgeting

People mentoring

Communication skills

Ausbildung

CTA qualification

STEP qualification (advantageous)

Jobbeschreibung

TPF Recruitment is seeking a Private Client Tax Manager in Maidstone to join a leading mid-tier accountancy practice. You will manage a portfolio of high net worth clients, delivering proactive tax planning and overseeing compliance with a strong advisory focus.

You will advise on residency, domicile and international issues, including trusts and wealth-structuring, while mentoring junior staff. Hybrid working and clear career progression are offered.