Private Client Tax Manager
4 weeks ago
As a key member of our client's leading Tax Department, you will play a pivotal role in their growth and development, while accelerating your own professional growth and earning potential. Your responsibilities will include managing a portfolio of cases for trusts and high-net-worth clients, drafting tax advice reports on IHT planning, residency, and domicile, as well as meeting with clients to advise on tax planning and offer CGT advice for UK and non-UK residents.
Key Responsibilities:- Manage Cases for Trusts and High-Net-Worth Clients
- Advise on Tax Planning and CGT
- Review Junior Staff Work and Provide Mentorship
- Handle Compliance Services and Promote Firm-Wide Services
- Collect and Maintain Client Data and Liaise with Clients and HMRC
- Identify Opportunities for Referrals and New Clients
The ideal candidate will possess strong technical knowledge and an understanding of compliance standards, as well as excellent organisational and time management skills. A working knowledge of offshore trusts is highly desirable.
Requirements:- Previous Experience in Private Client/Personal Tax Advisory and Compliance Role
- ATT or CTA Qualified (or Equivalent) or nearing Completion
- Up-to-Date Technical Knowledge and Understanding of Compliance Standards
- Strong Organisational and Time Management Skills
- Ability to Build Rapport with Clients and Maintain These Relationships
- Working Knowledge of Offshore Trusts
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