Private Client Tax Manager: Lead HNWI & Trust Planning

Quest Recruitment Ltd; Greater London; In loco; GBP 60.000 - 80.000; Tempo pieno

Descrizione del lavoro

A leading recruitment agency is seeking a Personal Tax Manager to manage a portfolio of private clients, providing specialist tax planning advice. The ideal candidate will possess strong knowledge of personal and trust tax, be CTA or ACA qualified, and have a minimum of 5 years' experience in managing client relationships. This role includes the opportunity to develop your skills and work with high-net-worth individuals. Competitive salary and dynamic work environment offered.

Competenze

• Strong knowledge and understanding of personal and trust tax.
• CTA or ACA qualified with over 5 years of management experience.
• Good level of computer literacy, including MS Office.

Mansioni

• Manage a portfolio of private clients including HNWI's and UK Trusts.
• Provide personal tax planning advice to compliance clients.
• Advise on IHT planning and trust set up.
• Liaise with HM Revenue & Customs.
• Develop and implement procedures consistent with current policies.

Conoscenze

Strong knowledge of personal and trust tax

Experience in managing client relationships

Good computer literacy

Formazione

CTA or ACA qualified

Minimum 5 years relevant management experience

Strumenti

MS Office

Descrizione del lavoro

A leading recruitment agency is seeking a Personal Tax Manager to manage a portfolio of private clients, providing specialist tax planning advice. The ideal candidate will possess strong knowledge of personal and trust tax, be CTA or ACA qualified, and have a minimum of 5 years' experience in managing client relationships. This role includes the opportunity to develop your skills and work with high-net-worth individuals. Competitive salary and dynamic work environment offered.