Private Client Tax Manager - Tunbridge Wells

Howells Consulting Ltd; Royal Tunbridge Wells; Hybrid; GBP 58,000 - 68,000; Full time

Job summary

A leading firm in prestigious Private Client Tax work is seeking a CTA at Manager level. This role involves advising HNW and UHNW clients while overseeing tax compliance. The firm promotes a healthy work/life balance and hybrid working options, making it ideal for professionals looking to advance their careers in a picturesque area outside of London.

Benefits

Healthy work/life balance culture

Hybrid working options

Qualifications

• Strong previous experience in income and capital taxes planning for HNWIs.
• Some PE-related personal tax experience would be helpful but not essential.
• Experience as a London Assistant Manager or Manager is suitable.

Responsibilities

• Responsible for a portfolio of HNW/UHNW individuals as a key trusted adviser.
• Oversee a team handling the annual personal tax compliance cycle.
• Identify and advise on ad hoc personal tax planning projects.

Skills

Income tax planning

Capital tax planning

Personal tax compliance

Advising high net worth individuals

Education

CTA qualification

Job description

Our client offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London.

You’ll join an established and high-profile team, advising regional, London and international wealth. The client base includes PE executives, HNW business owners, serial entrepreneurs and wealthy families. The team undertakes income and capital taxes planning, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues and succession planning.

The team is busy, growing and keen to appoint an additional CTA at Manager level. You will take responsibility for a portfolio of HNW/UHNW individuals and their families, as their key trusted adviser. This will predominantly involve identifying and advising on ad hoc personal tax planning projects, but you will also oversee a team of CTAs and ATTs, handling the annual personal tax compliance cycle. You’ll have the opportunity to work with experienced partners and to build a name for yourself in the region. There is also scope to work with partners and directors on networking and business development initiatives.

The role would suit an experienced London Assistant Manager or Manager looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice locally. Either way, support will be provided with progression towards AD and Director grades. Some PE-related personal tax experience would be helpful, but is not essential. Strong previous experience of income and capital taxes planning for HNWIs is important.

Salary will be dependent on experience, but is likely to be in the region £58k-£68k + bens.

The firm encourages a healthy work/life balance culture, including hybrid working. So if you’re looking to take your career forward whilst also enjoying life in Tunbridge Wells and the surrounding Kent countryside, drop me an email for further details – [e-mail] Ref 5140

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