Private Client Tax Senior Manager

Page Personnel; Leatherhead; Presencial; GBP 85.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Free parking

PMI

Descripción de la vacante

Page Personnel in Leatherhead is seeking a Senior Manager to lead tax advisory and compliance for high-net-worth individuals, including UK and non-UK domiciled clients. You will review consultant-prepared returns, provide technical guidance, and spot optimisation opportunities in clients' tax affairs.

The role requires CTA certification with 5+ years post-qualification experience, strong communication, and a track record of delivering timely, accurate information in a demanding environment.

Formación

• CTA qualified with a minimum of 5 years post-qualification experience.
• Experience of working with a complex UK and non-domiciled high-net-worth client base.
• Ability to manage workflow in a busy and demanding environment.
• Excellent IT skills and adaptability to technology changes.

Responsabilidades

• Review tax returns prepared by consultants and provide technical input.
• Identify opportunities to restructure clients' tax affairs and discuss with client partner.
• Provide specialist tax advisory services including estate planning, inheritance tax planning and wealth structuring.
• Liaise with HMRC on tax investigations and be the main client contact alongside the Partner.

Conocimientos

Tax advisory

Client management

UK tax knowledge

Educación

CTA qualification

Descripción del empleo

• Leading accountancy practice in Leatherhead

About Our Client

This is an opportunity to join a well-established accountancy practice with a strong reputation for delivering bespoke tax solutions. Operating in a medium-sized structure, the company is known for its commitment to high standards and a client-centric approach in Leatherhead.

Job Description

As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including those who are UK and non-UK domiciled. The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs. As a Senior Manager the day to day work will encompass:

• Reviewing the tax returns prepared by consultants and provide technical input on these
• Identifying opportunities for restructuring clients' tax affairs and raise these with the client partner or the client
• Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, domicile issues
• Dealing with HMRC on tax investigations
• Acting as point of contact for clients, alongside the Partner

The Successful Applicant

The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge. The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis. You will also be able to demonstrate the following skills, experience and attributes:

• CTA qualified with a minimum of 5 years post qualification experience
• Experience of working with a complex UK and non-domiciled HMW client base
• Ability to manage workflow in a busy and demanding environment
• Ability to work under pressure and in a deadline driven environment
• Excellent IT skills and receptive to technology changes

What's on Offer

• Competitive salary in the range of £85,000 to £95,000
• Permanent position with opportunities for career progression.
• Based in Leatherhead with a supportive and professional work environment.
• Free parking.
• PMI.

Private Client Tax Senior Manager • Leatherhead, England