Private Client Tax Advisory Manager - Reading

PRO TAX; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Pension

Bonus

Healthcare

Job summary

Pro-Tax in the United States is seeking a Private Client Tax Manager to oversee a diverse portfolio of high net worth individuals, directors of small to medium companies, trusts and wealthy families. The role offers complete flexibility to work from home and an opportunity to work with an influential Tax Partner.

You will develop planning ideas for clients, respond to requests for transactional assistance, build lasting client relationships, and participate in business development and networking

Qualifications

• Experience managing a Private Client Tax portfolio.
• Desire to progress into a senior role.
• Friendly, personable, and strong relationship skills.

Responsibilities

• Manage tax advisory for a portfolio of HNWI's, Directors of small to medium companies, Trusts, Wealthy Families, Non-Residents and more.
• Collaborate with one of the most influential Tax Partners in the Market.
• Take 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.
• Liaise with tax authorities.
• Work across the entire tax department.

Skills

Portfolio management

Client relationship management

Tax advisory

Private Client Tax

Job description

Private Client Tax Manager

Up to 75k 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

The role will involve:

• Managing tax advisory covering a portfolio of HNWI's, Directors of small to medium companies, Trusts, Wealthy Families, Non-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.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.