Private Client Tax Manager - Leading London Practice

Pro-Tax; London; Hybrid; GBP 70,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Manager to join their respected tax team in London. This role involves advising high-net-worth individuals on income and capital taxation, managing a diverse portfolio of clients, and overseeing tax compliance. The firm supports career progression and offers a hybrid working model, promoting a healthy work-life balance. With a focus on client relationship management and business development, this position is ideal for a CTA/ACA qualified professional looking to advance in their career while making a significant impact in a collaborative environment.

Qualifications

• CTA/ACA qualified with extensive UK private client tax experience.
• Strong communication and client relationship management skills.

Responsibilities

• Manage a portfolio of HNW clients as their key contact.
• Oversee annual tax compliance and mentor junior team members.
• Identify new client relationships and assist in business development.

Skills

Client Relationship Management

Tax Planning

Communication Skills

Business Development

Education

CTA Qualification

ACA Qualification

Job description

Private Client Tax Manager - Leading London Practice

£70,000 plus excellent benefits

Join a respected private client tax team, specializing in advising UK and international HNWIs on all areas of their income and capital taxation. You'll be an integral member of the team, performing a client-facing role, collaborating closely with well-known partners and liaising directly with third parties.

Your clients will include:

1. HNW business owners
2. Serial entrepreneurs
3. Wealthy families
4. Family offices
5. Trusts

Many of the team's clients are UK res non dom with multi-jurisdictional aspects to their affairs. Experience of advising on remittance, domicile and residence is therefore important.

Key responsibilities include:

1. Managing a portfolio of HNW clients as their key point of contact
2. Undertaking personal tax planning projects on areas including CGT, IHT, property-related issues, use of trust structures, extraction of wealth from businesses etc
3. Overseeing the annual tax compliance cycle including review of self-assessment tax returns
4. Mentoring, managing and supporting junior team members
5. Identifying new client relationships and assisting in business development initiatives

Ideal candidates will be CTA / ACA qualified, with extensive UK private client tax experience. Strong communication and client relationship management experience is also important.

The team is keen to support the incoming Manager with progression towards Senior Manager and Director grades. They offer hybrid working 2-3 days a week and foster a healthy work/life balance culture.

For further details of this opportunity, just email John at [e-mail]