Private Client Tax Manager - Morgan McKinley

Jobs via eFinancialCareers; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player in accounting is seeking a Private Client Tax Manager to join their Central London office. In this dynamic role, you will manage your own portfolio of clients, providing clear and concise tax advice on various matters, including succession planning and restructuring. Your expertise in project and team management will be essential as you lead your team to deliver exceptional service while identifying opportunities for business development. With a flexible working policy in place, this is an exciting opportunity for a qualified professional looking to make a significant impact in a top-tier accounting practice.

Qualifications

• CTA and/or ACA qualified with experience managing a client portfolio.
• Experience advising non-UK domiciled individuals is ideal.

Responsibilities

• Manage a portfolio of clients and provide practical tax advice.
• Ensure work is completed within budget and timeframes.

Skills

Client Portfolio Management

Tax Advisory

Project Management

Business Development

Risk Identification

Education

CTA Qualification

ACA Qualification

Job description

A Top 6 Accounting Practice located in Central London is recruiting for a Private Client Tax Manager.

The Private Client Team manage funds, businesses, and trusts of individuals, families, and entrepreneurs. As a Tax Manager, you'll advise on a range of matters such as succession planning and restructuring projects, and advising non-UK domiciled individuals and their personal/family structures on their global tax position.

Your responsibilities as a Private Client Tax Manager:

• Manage your own portfolio of clients.
• Provide clear, concise, and practical advice on a range of tax matters.
• Utilise your project and team management experience (delegation of work, reviews, training).
• Ensure work is completed within budget and timeframes.
• Identify and mitigate any risks.
• Maintain an in-depth, up-to-date knowledge of tax.
• Actively involve yourself in business development with new and existing clients.

You will be CTA and/or ACA qualified with demonstrable experience managing a client portfolio and leading a team. Ideally, you'll also have experience advising non-UK domiciled individuals and be able to identify opportunities to enhance our client offering.

The Practice operates a flexible working policy.