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Private Client & Trust Tax Manager - CTA

Pro-Tax

London

Hybrid

GBP 75,000

Full time

3 days ago
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Job summary

A leading tax advisory firm in London is looking for a Private Client Tax Manager. You will provide expert advice on CGT, IHT, trusts, and domicile issues while overseeing compliance for high-net-worth clients. The role offers hybrid working arrangements and genuine opportunities for career progression towards senior management. If you're keen to develop your career in a supportive environment, apply today.

Benefits

Flexible working hours
Career progression opportunities

Qualifications

  • Experience advising on personal tax planning issues.
  • Strong experience of CGT, IHT, trusts, and domicile advice.
  • Ability to oversee compliance and staff.

Responsibilities

  • Advise on a broad range of personal tax planning issues.
  • Oversee compliance on a portfolio of UHNWIs.
  • Engage in marketing and networking activities.

Skills

CGT
IHT
Trusts
Domicile advice
Client communication

Education

CTA qualification

Job description

Private Client Tax Manager

London / Hybrid

£75,000 plus benefits

Our client is a well-respected fast-growing firm. They advise an impressive new and old money private client list, international families, serial entrepreneurs, business owners and family offices.

The profile of the team ensures a steady flow of high-quality personal tax work and the opportunity for a talented CTA to advise on a broad range of personal tax planning issues. The team is growing and keen to appoint a Manager with strong experience of providing CGT, IHT, trusts and domicile advice.

The role will involve technical ad hoc advisory projects, working alongside some of the profession's leading Private Client partners, as well as overseeing the compliance on a portfolio of UHNWIs (reviewing the work of a team of junior CTAs).

Scope exists to get involved with marketing, networking and business development activities if one wishes and the role is very much client-facing, as a key point of contact.

Genuine scope exists to progress towards Senior Manager and Director grades, in an environment that offers a supported career pathway.

The firm has adopted hybrid working and flexible hours, with most of the team in the office three days a week on average.

If you'd like to find out more about this opportunity and to request a full job description, just email john.corfield@pro-tax.co.uk

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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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