Senior Manager / Director - Private Capital Tax

Pro-Tax; Greater London; On-site; GBP 150,000 - 200,000; Full time

Job summary

A leading tax advisory firm in London is seeking a Private Capital Tax SM/Director to support partners in managing their client portfolios and grow the Private Capital advisory business. The role requires strong relationship management and expertise in complex tax issues, alongside demonstrable experience and relevant qualifications. The firm offers opportunities to develop your career in a diverse environment while working with prestigious clients globally. Interested candidates should contact Alex T. via email or phone.

Qualifications

• In-depth knowledge of Private Client taxation.
• Expertise in complex tax issues.
• Demonstrable post-qualified experience.

Responsibilities

• Support partners in managing client portfolios.
• Act as a key contact for significant clients.
• Win new clients through networking and business development.
• Manage a portfolio of complex clients effectively.
• Contribute to the tax group’s marketing activities.

Skills

Expert in Private Client taxation

Client relationship management

Strategic business development

Education

Degree level education

CTA/ACA qualified or equivalent

Job description

Overview

Private Capital Tax SM / Director - London

This rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. They\'ve established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You\'ll need excellent people skills and strong technical ability as you visit clients across the world. In return, you\'ll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients.

Responsibilities

• Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm\'s Private Capital advisory business.
• Act as a client relationship point of contact for significant Private Equity and other related clients.
• Be responsible for undertaking Strategic Reviews and related assignments for key clients and will be expected to be a Board level influencer.
• Win new clients through networking and business development together with the wider Private Equity sector group and mutual professional contacts.
• Act as a key point of contact within the Firm for the client who will generally be an active investor with complex advisory and reporting requirements.

• Responsibility for tax planning and complex tax issues with a Private Equity focus on investments in alternative asset classes either directly or via family vehicles, e.g. companies and trusts.
• Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to private equity, non-doms and offshore trusts.
• Profitably manage a small portfolio of complex clients.
• Be involved in the team, supporting your peers from a technical perspective, and developing the next generation of advisers.
• Develop, execute and manage the account development for own client portfolio.
• Contribute to the tax group\'s sales and marketing activities in developing new work wins especially in the Private Equity market.

Qualifications

• Maintain an in depth, up to date, knowledge of relevant aspects of Private Client taxation.
• Acknowledged as an expert in their specialist field and able to deal with complex tax issues.
• Educated to degree level; and/or CTA and/or ACA qualified or equivalent.
• Demonstrable appropriate post qualified experience.

If this is something of interest please get in touch with Alex Teow on 07765 25 1227 or email [e-mail]

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.