High Net Worth Tax Specialist

3 days ago


Stockport, Stockport, United Kingdom Brook Street UK Full time £55,000

Job Summary

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We are seeking a highly skilled Private Client Tax Manager to join our team at Brook Street UK. As a key member of our Private Client Division, you will be responsible for overseeing a portfolio of private client tax returns, building strong client relationships, and delivering comprehensive tax planning and advisory services.

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Key Accountabilities

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Your responsibilities will include reviewing personal tax returns, associated documentation, and ensuring accurate and punctual tax filings while liaising with HMRC on behalf of clients. You will also identify tax-saving opportunities, develop strategies to optimise clients' tax positions, and advise on new tax legislation to ensure compliance with current regulations.

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Requirements and Qualifications

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We are looking for an experienced professional with at least 3 years of experience in private client tax, a record of managing a portfolio of high-net-worth clients, and in-depth knowledge of UK tax legislation and compliance requirements.

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Benefits Package

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We offer a comprehensive benefits package, including a health plan and pension scheme, as well as opportunities for professional development and career advancement.


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