Private Client Tax Manager, London

Taxation; Greater London; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Bonus scheme

Job summary

Taxation in London is seeking a CTA-qualified Personal Tax Manager or Assistant Manager to take on a strategic role within the Private Client Tax team. You will handle a broad range of personal tax planning and compliance, advising on IHT, CGT, trusts, APR/BPR and succession planning.

Based in central London with hybrid working 2-3 days per week, the role offers a salary up to £75k plus benefits and a generous bonus scheme depending on experience.

Qualifications

• CTA qualification preferred for personal tax leadership.
• Broad range of personal tax planning and compliance experience.
• Strong client relationship management with high-net-worth individuals.

Responsibilities

• Advise on IHT, CGT, trusts, APR/BPR and succession planning.
• Liaise directly with clients and third-party advisers as a key relationship manager.
• Develop career towards Senior Manager and Director grades.

Skills

CTA qualification

Personal tax

Client relationship management

Tax planning

Job description

This is a great opportunity for a CTA qualified personal tax Manager or Assistant Manager to take on a strategic role with one of London’s premier Private Client Tax teams.

Our client is an independent (non-PE-backed) accountancy firm, that has built a premier offering to HNW/UHNW individuals, family offices, FICs and multi-generational families.

The role will involve undertaking a broad range of personal tax planning and compliance work including advising on IHT, CGT, trusts, APR/BPR and succession planning. As a key client relationship manager, you’ll liaise directly with both clients and their third-party advisers.

Supported by a respected team of CTAs and high-profile Partners, you’ll be encouraged to develop your career towards Senior Manager and Director grades.

This is a friendly and sociable team, based in central London but embracing hybrid working 2-3 days a week. Salary will be dependent on experience but their Manager band runs up to £75k plus benefits and a generous bonus scheme.