Senior Private Client Tax Manager: HNW Advisory

PRO TAX; Stockport; In loco; GBP 60.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Bonus potential

Benefits package

Descrizione del lavoro

PRO TAX is seeking a Senior Private Client Tax Manager in South Manchester. The role combines compliance, advisory work and client relationship management for a diverse portfolio of high-net-worth individuals, entrepreneurs, families, trusts and estates, delivering bespoke tax planning and advisory solutions across personal tax matters.

You will review returns, support IHT/CGT planning, and liaise with HMRC while mentoring junior team members and building strong client relationships.

Competenze

• Strong experience within Private Client Tax gained in practice.
• Experience handling HNWIs, entrepreneurs, families, trusts and estates.
• Experience signing out personal tax returns and advising on IHT/CGT and income tax planning.

Mansioni

• Manage a portfolio of HNWIs, entrepreneurs, families, trusts and estates.
• Act as the primary point of contact for clients on personal tax matters.
• Deliver tax planning and advisory projects across inheritance tax, CGT and income tax.
• Review personal tax returns, trusts and estate returns for compliance.
• Develop and maintain strong long-term client relationships.
• Liaise with HMRC on behalf of clients.
• Identify tax planning opportunities with commercially focused advice.
• Support and mentor junior members of the tax team.
• Attend client meetings and contribute to business development.

Conoscenze

Private Client Tax

Tax advisory

Client relationship management

UK tax legislation

Formazione

CTA/ACA/ATT/ACCA

Descrizione del lavoro

PRO TAX is seeking a Senior Private Client Tax Manager in South Manchester. The role combines compliance, advisory work and client relationship management for a diverse portfolio of high-net-worth individuals, entrepreneurs, families, trusts and estates, delivering bespoke tax planning and advisory solutions across personal tax matters.

You will review returns, support IHT/CGT planning, and liaise with HMRC while mentoring junior team members and building strong client relationships.