Private Client Tax Manager - Private Equity

PRO-TAX RECRUITMENT LIMITED; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an experienced Private Client Manager to join their dynamic team in London. This role offers a unique opportunity to manage a diverse portfolio of private clients, including ultra-high-net-worth individuals and owner-managed businesses. The ideal candidate will possess a strong understanding of personal tax affairs and tax planning, along with the ability to mentor junior staff. This rapidly growing firm is poised for significant impact in the accountancy sector, making it an exciting time to join and advance your career in management.

Qualifications

• Experience in managing personal tax affairs and tax planning for private clients.
• Ability to oversee and mentor junior staff.

Responsibilities

• Manage a diverse portfolio of private clients from UHNWI to OMBs.
• Engage in personal tax planning activities and oversee junior staff.

Skills

Personal Tax Affairs

Tax Planning

Portfolio Management

Mentoring

Education

Relevant Degree or Equivalent Experience

Job description

Location: London

Type: Permanent

Job Overview

A leading Private Client team within a London Top 10 practice is looking to expand their team further with an experienced Private Client Manager who has a bias and understanding of the Private Equity market.

Responsibilities

1. Manage a diverse portfolio of private clients ranging from UHNWI to OMBs and non-doms.
2. Be confident with an array of personal tax affairs and tax planning activities on issues including estates, capital taxes, and planning for shareholders.
3. Oversee and mentor junior staff.
4. Proactively engage in new projects and areas of work.

Opportunity

This is an exciting opportunity for the right candidate who is ready to make that leap into management or keen to use the role as a solid grounding before their next career step within this rapidly growing firm, set to make waves again this year within the accountancy world.

For more info, call Kevin Racher on 07968 202512 or email [e-mail]

Diversity Commitment

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.