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Private Client Manager

2 months ago

Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

About the Role

We are seeking a highly skilled Private Client Assistant Manager to join our team in a senior tax advisory role. As a trusted tax advisor, you will work closely with clients to provide tailored support and enable them to plan their tax affairs effectively.

Key Responsibilities

  • Provide tax advice and support to a diverse portfolio of clients, including high net worth individuals, business owners, funds, wealthy families, and trusts
  • Prepare and review tax returns for clients, ranging in complexity
  • Get involved in a wide variety of tax projects, including inheritance tax work, succession planning, corporate restructuring, residency, capital gains, and trusts work
  • Collaborate with clients to understand their tax needs and develop effective tax strategies

Requirements

  • Excellent tax experience working with individuals and/or businesses
  • Exposure to advisory work in addition to tax compliance
  • Professional accountancy and/or tax qualifications (ATT/CTA/ACA/ACCA) or working towards completion

What We Offer

  • An excellent opportunity to further your career and gain varied advisory experience
  • Closely collaborate with clients and senior members of the team
  • A comprehensive salary and benefits package
  • Opportunity for further study towards CTA
  • A hybrid working arrangement with the option to work from either the office or remotely