Private Client Tax Advisory Manager - Home Based

Pro-Tax; United States; Remote; USD 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a personable Private Client Tax Manager to join their dynamic team. This role offers complete flexibility to work from home while managing a diverse portfolio of clients, including high-net-worth individuals and trusts. You'll have the opportunity to collaborate with an influential Tax Partner and contribute to business development efforts. With a strong focus on relationship-building and client satisfaction, this position promises both professional growth and a supportive work environment. If you're ready to take the next step in your career, this is the perfect opportunity for you.

Benefits

Pension

Healthcare

Flexible Work Hours

Qualifications

• Experience managing a Private Client Tax portfolio.
• Enthusiastic about progressing into a senior role.

Responsibilities

• Manage tax advisory for a portfolio of HNWI's and Trusts.
• Collaborate with a leading Tax Partner and represent the firm at events.

Skills

Private Client Tax Management

Client Relationship Building

Tax Advisory

Business Development

Education

Relevant Tax Qualifications

Job description

Private Client Tax Manager - Home Based

Up to 65k plus Pension + Bonus + Healthcare

Are the following factors must haves for your next role:

• Complete flexibility to work from home
• Working with an interesting portfolio of clients where variety is key
• Collaborating with a team that are cohesive with a family feel
• Good earning potential without strict salary bandings

I am working with one of my favourite clients who is currently recruiting for a personable Private Client Tax Manager to work from home, with the option to go to their Midlands office one day a month.

The role will involve:

• Managing tax advisory covering a portfolio of HNWI's, Directors of small to medium companies, Trusts, Wealthy Families, Non-Domiciled Residents and more.
• Working closely with one of the most influential Tax Partners in the Market
• Taking planning ideas to clients/ look for opportunities for them as well as responding to their requests for transactional assistance
• Awareness of business development and representing the firm at networking events.
• Liaising with HMRC
• Working across the entire tax department

To be considered you will be:

• You will have experience of managing your own Private Client Tax portfolio
• Enthusiastic to progress into a senior role
• A friendly and personable natured individual good at building relationships.

Interested in hearing more? Please do email [e-mail]

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