Senior Private Client Tax Manager

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

Job summary

A leading tax consultancy in Greater London is seeking a Senior Manager to provide expert tax planning advice to high-net-worth individuals. The ideal candidate will have a CTA qualification and extensive experience managing client relationships and tax compliance issues. This role offers a supportive hybrid working environment and competitive salary of £80,000 - £92,000 plus benefits, focusing on professional growth towards Director grade.

Benefits

Hybrid working model

Professional development opportunities

Competitive benefits package

Qualifications

• Extensive experience advising on CGT and IHT planning issues.
• Experience with domicile, residence, and remittance.

Responsibilities

• Provide income and capital taxes planning advice to HNWIs.
• Manage client relationships and identify planning opportunities.
• Assist Partners with new client development and networking.
• Onboard new HNW clients.
• Handle billing and WIP management.
• Oversee junior advisers and annual tax compliance process.

Skills

Client relationship management

Tax planning advice

New client development

Education

CTA qualification

Job description

Our client has built a strong reputation in the private client arena and is independently recognised for their expertise in the field. They advise an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature.

Their Private Client Tax team is growing and keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role.

The position offers high quality work, swift progression, great work/life balance and the opportunity to really make a difference. Many of the team were 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.

Briefly, the role involves:

• 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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