Senior Private Client Tax Manager

Tolley; London; Hybrid; GBP 80,000 - 95,000; Full time

Job summary

A leading accountancy firm in London is seeking a Senior Private Client Tax Manager to join their growing team. The role involves providing tax planning advice to high-net-worth individuals and managing client relationships. The firm offers a supportive environment with opportunities for career progression towards director level, along with a competitive salary and benefits.

Qualifications

• Extensive experience advising on CGT and IHT planning issues.
• Experience managing client relationships and onboarding new clients.
• Ability to oversee junior advisers and manage compliance processes.

Responsibilities

• Provide income and capital taxes planning advice to HNWIs.
• Manage ongoing client relationships and identify planning opportunities.
• Assist Partners with new client development and networking.

Skills

Client relationship management

Tax planning advice

Networking

Education

CTA qualification

Job description

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We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field. They offer high quality work, swift progression, great 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.

Role

Our client advises 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 growing and keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role:

• Provision of income and capital taxes planning advice to UK and international HNWIs
• Ongoing management of client relationships including identifying planning opportunities
• Assisting Partners with new client development and third-party networking
• Welcoming and onboarding new HNW clients
• Billing and WIP management responsibilities
• 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 give 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 £80,000 - £95,000 + benefits. Ref.5179

To find out more about this opportunity just email [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Legal Services

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