Tax Advisory Manager
2 days ago
Your new role as a Private Client Tax Manager will be to drive forward the private client tax business, working closely with the Private Client Tax Partner on all aspects of personal and private client tax advisory and compliance work.
Key responsibilities include:
- Overseeing a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.
- Building and maintaining robust client relationships, acting as the primary contact for all tax-related enquiries.
- Leading regular client meetings with the tax partner to review tax positions and offer strategic guidance.
- Providing thorough tax planning and advisory services, covering inheritance tax, capital gains tax, and income tax.
- Identifying tax-saving opportunities and developing strategies to optimise clients' tax positions.
- Advising clients on the implications of new tax legislation, ensuring compliance with current regulations.
- Reviewing personal tax returns and associated documentation, ensuring all tax filings are accurate and submitted on time and liaising with HMRC on clients' behalf.
- Supervising and mentoring junior tax staff, offering guidance and support for their professional growth.
- Some business development and networking where required.
To succeed in this role, you will have a minimum of 3 years' experience in private client tax, ideally within a professional services firm, along with a proven track record of managing a portfolio of high-net-worth clients. Strong analytical and problem-solving skills, along with experience with advisory project work, are essential.
In return, you will be rewarded with a competitive salary and a comprehensive benefits package, including a health plan and pension scheme. You will also have the opportunity to work independently with the support of a highly skilled and supportive Private Client Tax Partner, as well as professional development and career progression.
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