Private Client Tax Senior Manager - Salisbury

Howells Consulting Ltd; Salisbury; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading Private Client team is seeking a CTA personal tax Senior Manager to manage client relationships and provide high-level personal tax advice. This role offers excellent prospects for progression within an award-winning team and the opportunity to develop strong regional client relations.

Responsibilities

• Manage client relationships as a trusted adviser.
• Advise on personal tax issues including succession planning, CGT, and IHT.
• Oversee compliance portfolio and ad hoc capital taxes planning.

Job description

This prominent Private Client team acts for an impressive client base of HNW old and new money clients including landed estates, rural business owners, wealthy families and trusts.

They continue to attract work of the highest quality and are keen to bolster their team with the appointment of a CTA personal tax Senior Manager.

You will perform a client relationship management role, as their key trusted adviser. You’ll advise on a broad range of personal tax related issues including succession planning, CGT, IHT and the use of trust structures.

The role involves a healthy mix of ad hoc capital taxes planning work (assisted by high profile Partners where required), as well as overseeing an interesting compliance portfolio.

You will have the opportunity to build a name for yourself in the region, developing relationships with clients and third-party advisers, backed by an award-winning team.

Support will be provided with developing your skills and experience towards AD and Director grades, so prospects for progression are excellent. Ref 5174

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