High Net Worth Tax Portfolio Leader

4 hours ago


London, Greater London, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time
Portfolio Management Opportunity

Levitate Recruitment is partnering with a top accounting firm in Central London to find a senior tax professional who can manage high-net-worth private client portfolios. The ideal candidate will have experience in compliance, team management, and planning projects.

Responsibilities:

  • Managing junior staff and ensuring timely delivery of tasks.
  • Preparing self-assessment returns, ATED/NRCGT returns, tax computations, and CGT computations on securities disposal.
  • Assisting with complex tax affairs of high-net-worth clients, including residence and domicile cases.

Key requirements:

  • CTA qualification.
  • Experience with tax software and previous employment in mid-tier firms.
  • Familiarity with trusts, partnerships, and employment taxes would be advantageous.

Estimated salary: £59,000.



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