Private Client Tax Advisory Manager — Hybrid, HNW Planning

Taxation; Greater London; Hybrid; GBP 50,000 - GBP 60,000; Full time

Job summary

A leading tax consultancy in the United Kingdom seeks a personal tax advisor to provide high-quality tax planning advice to high net worth individuals and families. The role primarily involves advisory work, and candidates must possess a CTA qualification along with strong communication skills. Previous personal tax planning experience is beneficial but not mandatory. The salary range is approximately £50k-£60k plus benefits. Flexible working options are available, including the possibility of two days working from home.

Qualifications

• Experience in personal tax planning is helpful but not essential.
• Strong technical understanding of capital gains tax, inheritance tax, and income tax issues.

Responsibilities

• Provide ad hoc income and capital taxes planning advice to high net worth families, entrepreneurs, and business owners.
• Handle high quality private client tax planning work.

Skills

Excellent communication and relationship management skills

Technical understanding of CGT, IHT and income tax issues

Education

CTA qualification

Job description

A leading tax consultancy in the United Kingdom seeks a personal tax advisor to provide high-quality tax planning advice to high net worth individuals and families. The role primarily involves advisory work, and candidates must possess a CTA qualification along with strong communication skills. Previous personal tax planning experience is beneficial but not mandatory. The salary range is approximately £50k-£60k plus benefits. Flexible working options are available, including the possibility of two days working from home.