Senior Private Client Tax Manager

Some of London’s best Private Client Tax teams are located within the medium-sized and smaller firms. They offer high quality work, respected partners and advisers, swift progression, better work/life balance and the opportunity to have a voice. Many CTAs are attracted by the chance to be more than a face in the crowd and to build a name for themselves. Some are looking to position themselves for director and partner grades.

We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field. They advise an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature. The Private Client Tax team is keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role:

1. Provision of income and capital taxes planning advice to UK and international HNWIs
2. Ongoing management of client relationships including identifying planning opportunities
3. Assisting Partners with new client development and third-party networking
4. Welcoming and onboarding new HNW clients
5. Billing and WIP management responsibilities
6. Overseeing junior advisers and the annual tax compliance process

The CTA qualification is a pre-requisite, along with extensive experience of advising on CGT and IHT planning issues, including those relating to domicile, residence and remittance.

In return, you’ll be supported with your development towards Director grade and be given the responsibility and opportunity to grow as an adviser.

The firm encourages a healthy work/life balance and has adopted hybrid working 2-3 days a week. This is a supportive and sociable environment, with a strong track record of hiring and developing advisers from across the larger London firms.

Salary will be dependent on experience but is likely to be in the region of £80,000 - £90,000 + benefits. Ref.5179

To find out more about this opportunity, just email michaelhowells@howellsconsulting.co.uk

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