Senior Private Client Tax Manager — Path to Director

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

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.