Senior Private Client Tax Manager

Taxation; Greater London; Hybrid; GBP 80,000 - 92,000; Full time

Job summary

A London-based mid-sized accountancy firm is seeking a Senior Manager to join their Private Client Tax team. The role involves providing capital and income tax planning advice to high-net-worth individuals, managing client relationships, and assisting with new client development. Candidates must possess a CTA qualification and extensive experience in advising on capital gains and inheritance tax issues. The firm promotes a supportive environment with hybrid working and offers a competitive salary between £80,000 - £92,000 plus benefits.

Benefits

Hybrid working 2-3 days a week

Support for professional development

Qualifications

• Proven experience in advising on capital gains tax (CGT) and inheritance tax (IHT) planning.
• Ability to identify planning opportunities for high-net-worth individuals.
• Experience in managing and welcoming new clients.

Responsibilities

• Provide income and capital tax planning advice to UK and international high-net-worth individuals.
• Manage ongoing client relationships and identify new planning opportunities.
• Assist partners with new client development activities.

Skills

Client relationship management

Income and capital tax planning

Billing and WIP management

Education

CTA qualification

Job description

We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field.They offer high quality work, swift progression, greatwork/life balance and the opportunity to have a voice. Many CTAs are attracted by the chance to be more than a face in the crowd and to build a name for themselves. Some are looking to position themselves for director and partner grades.

Our client advises an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature. The Private Client Tax team is growing and keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role:

• Provision of income and capital taxes planning advice to UK and international HNWIs
• Ongoing management of client relationships including identifying planning opportunities
• Assisting Partners with new client development and third-party networking
• Welcoming and onboarding new HNW clients
• Billing and WIP management responsibilities
• Overseeing junior advisers and the annual tax compliance process

The CTA qualification is a pre-requisite, along with extensive experience of advising on CGT and IHT planning issues, including those relating to domicile, residence and remittance.

In return, you’ll be supported with your development towards Director grade and be give the responsibility and opportunity to grow as an adviser.

The firm encourages a healthy work/life balance and has adopted hybrid working 2-3 days a week. This is a supportive and sociable environment, with a strong track record of hiring and developing advisers from across the larger London firms.

Salary will be dependent on experience but is likely to be in the region £80,000 - £92,000 + benefits. Ref.5179

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