Hybrid Private Client Tax Manager – HNW/UHNW Expertise

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

Job summary

A leading private client firm in Bristol is seeking a personal tax adviser at Manager grade to manage a portfolio of high-net-worth clients. This client-facing role demands excellent communication skills and a CTA qualification. The successful candidate will oversee annual tax compliance and be involved in capital taxes planning as needed. The firm offers a supportive environment with opportunities for rapid progression and hybrid working options, working 2-3 days a week from home.

Benefits

Agile working culture

Opportunity for quick progression

Qualifications

• Experience advising HNWIs on income tax, CGT, and IHT.
• Knowledge of trusts is helpful.
• Experience with UK resident non-doms is useful.

Responsibilities

• Handle a portfolio of private clients' personal tax compliance.
• Manage key client relationships.
• Assist with ad hoc capital taxes planning.

Skills

Excellent communication skills

Client relationship management

Education

CTA qualification

Job description

A leading private client firm in Bristol is seeking a personal tax adviser at Manager grade to manage a portfolio of high-net-worth clients. This client-facing role demands excellent communication skills and a CTA qualification. The successful candidate will oversee annual tax compliance and be involved in capital taxes planning as needed. The firm offers a supportive environment with opportunities for rapid progression and hybrid working options, working 2-3 days a week from home.