Private Client Tax Expert

1 week ago


London, Greater London, United Kingdom Pro-Tax Full time

Pro-Tax is seeking a highly skilled Private Client Tax Manager to join their growing department in London. The ideal candidate will have extensive experience in advising on a wide range of tax issues, including capital gains tax and inheritance tax.

The salary for this role is approximately £75,000 plus excellent benefits, making it an attractive opportunity for professionals looking to advance their careers.

About the Role

This key position involves driving the delivery of personal tax advisory work, including writing reports and leading discussions with clients. As a client-facing professional, you will be responsible for dealing credibly and professionally with trustees, executors, high net-worth clients, professional advisors, and intermediaries.

You will also oversee the UK tax return filling process for a variety of clients and monitor work progress against targets. Additionally, you will actively manage the delivery of the trusts and estate private client offering for the team, suggesting improvements to internal processes and efficiencies.

Responsibilities
  • Dealing with capital gains tax and inheritance tax issues.
  • Overseeing the UK tax return filling process for clients.
  • Monitoring work progress against targets.
Requirements

To succeed in this role, you should have:

  • Experience in advising on a wide range of tax issues, including trust account preparation and inheritance tax accounts/computations.
  • An 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.
About Pro-Tax

We are committed to ensuring the representation of people from all backgrounds and fostering a diverse and inclusive workplace culture.



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