Role details

Private Client Tax Manager

City of London   •   £50,000 - £65,000   •  Permanent

Bullet points

  • Advisory
  • Growth Team

About Our Client

An international, integrated and independent organisation who specialise in audit, accountancy, tax, legal and advisory services. The business is a global organisation who's core client base is include owner-managed ventures, international corporate organisations, top listed groups, the public sector and numerous private individuals.

Job Description

An international, integrated and independent organisation who specialise in audit, accountancy, tax, legal and advisory services. The business is a global organisation who's core client base is include owner-managed ventures, international corporate organisations, top listed groups, the public sector and numerous private individuals.

A Manager is sought within this highly skilled tax team and your role will mostly be advisory focused. Based in London, you will work closely with the senior tax team to deliver a high quality tax service to private clients and entrepreneurs at all times whilst building up your own knowledge and expertise in the tax department.

Typically advisory projects:
*Wealth planning
*Inheritance Tax planning
*Trusts and Estates including offshore trusts
*Residence and domicile issues including those coming to or leaving the UK

In addition, you will be responsible for a portfolio of recurring client work, mainly compliance, including owner-managed businesses and their shareholders, people with inherited family wealth, trusts and company directors.

The portfolio of clients within the Entrepreneurial Business and Private Client team in the Central region is diverse and includes as number of high net worth individuals and families, serial entrepreneurs and trusts. The team in Milton Keynes have a leading role in the Firm's international tax service offering so a number of the clients require international tax advice.

Responsibilities
*Managing a portfolio of clients, including acting as one of the main points of contact for the client and liaising with other advisers.
*Maximising advisory opportunities from your portfolio of clients, dealing with ad hoc advisory and planning issues as they arise with collaboration with more senior or junior members of the team as required for delivery of the project;
Preparing tax advisory letters, memos and reports for review and reviewing drafts prepared by more junior members of the team;
*Helping develop the business and the seek new opportunities both within the firm and externally by creating a network of contacts and referrers;
*Overseeing the annual compliance cycle on your portfolio.
*Reviewing tax returns, correspondence and advice drafted by more junior members of the team;
*Working with more senior members of the advisory team to develop your advisory capabilities;
*Maintaining an up-to-date technical knowledge of personal, trust and business tax matters.

The successful candidate will be professionally qualified with experience gained in the Private Client Tax - to discuss the opportunity in greater detail please send though your CV.

The Successful Applicant

Responsibilities
*Managing a portfolio of clients, including acting as one of the main points of contact for the client and liaising with other advisers.
*Maximising advisory opportunities from your portfolio of clients, dealing with ad hoc advisory and planning issues as they arise with collaboration with more senior or junior members of the team as required for delivery of the project;
Preparing tax advisory letters, memos and reports for review and reviewing drafts prepared by more junior members of the team;
*Helping develop the business and the seek new opportunities both within the firm and externally by creating a network of contacts and referrers;
*Overseeing the annual compliance cycle on your portfolio.
*Reviewing tax returns, correspondence and advice drafted by more junior members of the team;
*Working with more senior members of the advisory team to develop your advisory capabilities;
*Maintaining an up-to-date technical knowledge of personal, trust and business tax matters.

What's on Offer

Typically advisory projects:
*Wealth planning
*Inheritance Tax planning
*Trusts and Estates including offshore trusts
*Residence and domicile issues including those coming to or leaving the UK

In addition, you will be responsible for a portfolio of recurring client work, mainly compliance, including owner-managed businesses and their shareholders, people with inherited family wealth, trusts and company directors.

The portfolio of clients within the Entrepreneurial Business and Private Client team in the Central region is diverse and includes as number of high net worth individuals and families, serial entrepreneurs and trusts. The team in Milton Keynes have a leading role in the Firm's international tax service offering so a number of the clients require international tax advice.

Apply for this job

Click the Apply or LinkedIn button below or contact Neal Craig on +44 20 7269 2258 quoting job reference 13444212
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