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Private Client Tax Manager

2 months ago

London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time
{"title": "Private Client Tax Manager", "description": "About the Role

We are seeking a highly skilled Private Client Tax Manager to join our team at PRO-TAX RECRUITMENT LIMITED. As a key member of our department, you will be responsible for managing a client portfolio, including trusts and estates, with multiple sources of income and gains.

You will address a range of capital gains tax and inheritance tax issues, oversee the UK tax return filing process for a variety of clients, and provide technical training to junior staff.

Key Responsibilities
  • Manage a client portfolio, including trusts and estates, with multiple sources of income and gains.
  • Address a range of capital gains tax and inheritance tax issues.
  • Oversee the UK tax return filing process for a variety of clients.
  • Provide technical training to junior staff.
Requirements
  • Advanced understanding of general private client tax issues, including personal tax anti-avoidance legislation.
  • Experience in Self-Assessment and preparation of tax computations for private clients, particularly as it relates to Trusts and estates.
  • Demonstrable experience of report writing and ad hoc advisory work.
  • Previous supervisory and management experience, including reviewing the work of others.
  • Planning for mitigation of Inheritance Tax, including use of trusts and tax effect of lifetime transfers.
What We Offer
  • A dynamic and growing department with opportunities for professional development.
  • A competitive salary and benefits package.
  • A collaborative and supportive team environment.
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