Private Client Tax Senior Manager

Taxation; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading tax advisory firm in Greater London is seeking a CTA personal tax Senior Manager to manage client relationships and advise on various personal tax issues including CGT, IHT, and trust structures. This role will offer the chance to work with high net worth clients, alongside experienced Partners. Candidates should have relevant experience and be looking for excellent progression opportunities within an award-winning team.

Qualifications

• Experience with domicile, residence, and FIG regime is particularly valued.
• Ability to oversee a compliance portfolio and capital taxes planning work.
• Proven account management skills with high net worth individuals.

Responsibilities

• Perform client relationship management as a key trusted adviser.
• Advise on a broad range of personal tax-related issues.
• Work with high profile Partners on capital taxes planning.

Skills

Client relationship management

Personal tax advising

Succession planning

Capital gains tax (CGT)

Inheritance tax (IHT)

Trust structures

Education

CTA qualification

Job description

This prominent Private Client team acts for an impressive client base of HNW old and new money clients including international HNWIs, serial entrepreneurs, landed estates, wealthy families and trusts.

They continue to attract work of the highest quality and are keen to bolster their team with the appointment of a CTA personal tax Senior Manager. Experience of domicile, residence and the FIG regime would be particularly valued.

You will perform a client relationship management role, as their key trusted adviser. You’ll advise on a broad range of personal tax related issues including succession planning, CGT, IHT and the use of trust structures.

The role involves a healthy mix of ad hoc capital taxes planning work (assisted by high profile Partners where required), as well as overseeing an interesting compliance portfolio.

You will have the opportunity to build a name for yourself in the region, developing relationships with clients and third-party advisers, backed by an award-winning team.

Support will be provided with developing your skills and experience towards AD and Director grades, so prospects for progression are excellent. Ref 5174

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