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Private Client Tax Manager - Private Equity

Pro-Tax

London

On-site

GBP 50,000 - 90,000

Full time

24 days ago

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Job summary

An established industry player is seeking an experienced Private Client Manager to join their dynamic team in London. This role offers the opportunity to manage a diverse portfolio of private clients, including ultra-high-net-worth individuals and owner-managed businesses. The ideal candidate will possess strong expertise in personal tax affairs and tax planning, with a keen understanding of the Private Equity market. As a mentor to junior staff, you will lead by example while exploring new projects in a rapidly growing firm poised for success. If you're ready to elevate your career in a supportive environment, this is the perfect opportunity for you.

Qualifications

  • Experience managing a diverse portfolio of private clients.
  • Strong understanding of personal tax affairs and tax planning.

Responsibilities

  • Manage a diverse portfolio of private clients, including UHNWI and OMBs.
  • Oversee and mentor junior staff while engaging in new projects.

Skills

Private Client Management
Personal Tax Affairs
Tax Planning
Mentoring
Private Equity Market Understanding

Education

Relevant Professional Qualification

Job description

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.

As an excellent Private Client Manager, you will be expected to manage a diverse portfolio of private clients ranging from UHNWI to OMBs and non-doms. You will also be expected to be confident with an array of personal tax affairs and tax planning activities on issues including estates, capital taxes, and planning for shareholders. With this experience, you will be able to swiftly oversee and mentor juniors while proactively engaging in new projects and areas of work.

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 kevin.racher@pro-tax.co.uk.

Equal Opportunity Employer: 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.

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