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Senior Private Client Tax Manager | HNWI & Advisory

Clark Wood

City Of London

Hybrid

GBP 60,000 - 80,000

Full time

17 days ago

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Job summary

A private client advisory firm in the City of London seeks an experienced Tax Senior or Manager to manage portfolios for high-net-worth individuals. The role involves preparing and reviewing tax returns, providing advisory services, and mentoring junior staff. Offering hybrid working and a supportive environment, this position is ideal for candidates with relevant UK accountancy practice experience.

Benefits

Competitive salary
Professional development opportunities
Hybrid working

Qualifications

  • Strong experience managing a portfolio of high-net-worth individuals.
  • Confident in compliance and advisory tasks.
  • Able to work independently and in a team.

Responsibilities

  • Manage a portfolio of high-net-worth individuals.
  • Prepare and review self-assessment tax returns.
  • Provide tailored tax planning and advisory services.
  • Lead or support in HMRC enquiries and disclosures.
  • Liaise with clients and legal advisers.
  • Mentor junior staff.

Skills

Managing a portfolio of private clients
Tax planning and advisory services
Communication and interpersonal skills
Attention to detail
Organisational skills

Education

CTA or ACA/ACCA qualified (or equivalent)
Job description
A private client advisory firm in the City of London seeks an experienced Tax Senior or Manager to manage portfolios for high-net-worth individuals. The role involves preparing and reviewing tax returns, providing advisory services, and mentoring junior staff. Offering hybrid working and a supportive environment, this position is ideal for candidates with relevant UK accountancy practice experience.
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