Senior Private Client Tax Manager - HNW Advisory

TPF Recruitment; Ashford; Hybride; GBP 60 000 - 75 000; Plein temps

Avantages offerts par ce poste

Hybrid and flexible working

Comprehensive benefits package

Ongoing professional development and培训

Résumé du poste

TPF Recruitment is supporting a leading mid tier firm of chartered accountancy practice in Ashford to recruit a Private Client Tax Manager. You will manage a portfolio of high net worth clients, delivering bespoke tax planning and advisory services with oversight of compliance.

The role focuses on advisory work with exposure to international tax issues, residency and domicile planning, and wealth preservation, while mentoring junior staff and working with Partners.

Qualifications

• CTA qualification held with at least two years' post-qualification experience.
• Experience advising high net worth individuals within a mid-tier or Big Four practice.
• Strong report writing and advisory skills; experience managing budgets and client expectations.

Responsabilités

• Manage a portfolio of high net worth private clients.
• Deliver proactive tax planning and advisory services across private client tax matters.
• Review and oversee personal tax compliance with an advisory focus.
• Advise on residency, domicile, international tax issues and related rules.
• Advise on historic non-domicile, remittance basis and trust matters.
• Provide guidance on UK Statutory Residence Test and double tax treaties.
• Advise on UK/offshore trust structures, succession planning and wealth preservation.
• Deliver Inheritance Tax planning advice including trusts and reliefs.
• Advise on property holding structures and Family Investment Companies.
• Support clients through HMRC enquiries and respond to HMRC letters.
• Prepare technical reports and present complex advice clearly to clients.
• Manage client relationships, budgets, fee estimates and billing.
• Mentor junior team members and collaborate with Partners on advisory projects.

Connaissances

CTA qualification

STEP qualification

Post-qualification experience

Private client tax advisory

Billing and budgeting

Client relationship building

Description du poste

TPF Recruitment is supporting a leading mid tier firm of chartered accountancy practice in Ashford to recruit a Private Client Tax Manager. You will manage a portfolio of high net worth clients, delivering bespoke tax planning and advisory services with oversight of compliance.

The role focuses on advisory work with exposure to international tax issues, residency and domicile planning, and wealth preservation, while mentoring junior staff and working with Partners.