Private Client & Trust Tax Manager - CTA

PRO-TAX RECRUITMENT LIMITED; London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

Join a fast-growing firm as a Private Client & Trust Tax Manager in London. You will manage UHNWIs, provide comprehensive tax advice, and have opportunities for client interaction and business development in a hybrid working environment. This role offers clear career progression toward senior management positions.

Qualifications

• Strong experience in CGT, IHT, trusts, and domicile advice.
• Experience overseeing junior CTAs and compliance.
• Willingness to engage in business development activities.

Responsibilities

• Manage a portfolio of UHNWIs and oversee compliance.
• Lead technical advisory projects alongside Private Client partners.
• Get involved in marketing and networking activities.

Skills

Client-facing skills

Tax compliance knowledge

Advisory skills

Education

CTA qualified

Job description

Private Client & Trust Tax Manager - CTA

Location

London

Type

Permanent

Private Client Tax Manager

London / Hybrid

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 [e-mail]

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