Senior Private Client Tax Manager
1 month ago
This role is ideal for an experienced tax professional who excels at managing complex personal client relationships and delivering innovative tax solutions. As a Senior Private Client Tax Manager, you will be expected to provide expert advice, mentor junior team members, and contribute to the firm's business development.
Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms and being one of the UK's largest wealth managers. With an outstanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry.
Role Details
The successful candidate will manage a portfolio of high-net-worth individuals, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts. They will also take ownership of advisory projects, attend and run client meetings, and manage client projects.
- Lead a portfolio of personal clients with complex tax affairs, focusing on HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.
- Manage advisory projects, conduct client meetings, and oversee client projects.
Requirements
To succeed as a Senior Private Client Tax Manager, you should have:
- Significant experience in tax planning and advisory projects.
- Experience working within another professional services firm, with a sound knowledge of various private client tax issues.
- People management and organisational skills.
- Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).
Benefits Package
- Estimated salary: £80,000 - £120,000 per annum.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model.
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
Our client values diversity and promotes equality, ensuring that their workforce reflects the society and clients they serve. They offer multiple employee resource groups and deliver various diversity, equity, and inclusion initiatives across the organisation.
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