Personal Tax Senior Manager

Taxation; Greater London; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading firm of accountants in the United Kingdom seeks a Senior Manager to manage a dynamic portfolio of high-net-worth private clients. The role involves overseeing personal tax compliance and engaging in capital taxes planning. The ideal candidate will have strong communication skills and extensive experience advising wealthy clients on inheritance tax and trusts. Opportunities for career progression towards Director level are available. This is a hybrid role with office attendance three days a week.

Qualifications

• Extensive experience advising wealthy clients.
• Knowledge of domicile, residence, and remittance.
• Experience managing complex personal tax compliance matters.

Responsibilities

• Oversee complex personal tax compliance matters.
• Manage a dynamic portfolio of HNW private clients.
• Engage in ad hoc capital taxes planning work.

Skills

Strong communication skills

Relationship management

Advising on IHT, CGT and trusts

Education

CTA qualification

Job description

Our client is a prominent firm of accountants and tax advisers, based in the heart of Winchester. They have built a particularly strong reputation for advising landed wealth and HNW families, as well as serial entrepreneurs, business owners and UK res non doms.

The team is busy, growing and keen to make an additional appointment at Senior Manager level.

The incoming individual will take responsibility for a dynamic portfolio of HNW private clients. They will oversee complex personal tax compliance matters and also get involved with ad hoc capital taxes planning work. This is very much a client-facing role, requiring strong communication and relationship management skills.

The CTA qualification is desirable and you will certainly have extensive experience of advising wealthy clients on IHT, CGT and trusts. Experience of domicile, residence and remittance would also be valued.

The team operates hybrid working with advisers typically in the office three days a week.

There are genuine opportunities for a talented adviser to progress towards Director grade. Ref 5228

To find out more please email Michael Howells at [e-mail]

or simply apply below: