Private Client Tax Manager/Senior Manager

November 30, 2024

We are looking for a bright and enthusiastic Senior Manager or Manager to join our Top 15 client's Tax Advisory Team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and Ultra-high-net worth individuals, entrepreneurs, family offices, and trusts.

The Tax Advisory Team advises individuals and their associated entities. The team provides UK tax advisory services to both UK based wealthy families, as well as those with international affairs, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust and corporate structures.

The individual will have an opportunity to craft their own specialism following a more international or domestic private client portfolio to assist with a wide range of technical matters. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.

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The responsibilities

As a Partner led firm, you would be required to support the Engagement Partner through the client's objectives and deliver on technical demands (with the support of a well-established team framework) to deliver excellent tax advice and service to the client.
Leading on client engagements and liaising with specialist teams (ie corporate tax/accounts/audit/payroll) to ensure timely delivery of work and dealing with ad hoc queries.
Ensuring deliverables are prepared within the set time frame.
Provide advisory services on tax-efficient wealth structuring, trusts, estate planning, and succession planning.
Mentor junior team members, imparting technical guidance and feeding back on performance
Providing excellent client management skills including budgeting, invoicing clients and dealing with ad hoc queries.
Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches.

You

Enthusiastic and technically capable, with excellent interpersonal and organisational skills.
The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently.
Self-motivated, display a positive approach and can get things done.
You should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
Proven track record of leading engagements with HNWI/UHNWI families.
You will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services.
Experience in managing a demanding portfolio.
Professionally qualified (CTA, ATT, ACA/ACCA , STEP or equivalent) with relevant experience.

Reward and benefits

A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4).
Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies.
Eligibility for the firm's Profit-Sharing Plan. Paid in December.
Eligibility for the discretionary bonus scheme.

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