Job Description
Incredible opportunity for a Private Client Tax Manager to join a well-established, growing firm of Chartered Accountants based in Newcastle.
The role entails managing all day-to-day aspects of a portfolio of private clients and although focused on compliance responsibilities there will also be opportunities to be involved with leading and supporting on tax advisory work.
As a Private Client Tax Manager, your key responsibilities will be:
* Act as principal contact for a portfolio of clients within the Private Client Team, taking responsibility for the review process of all compliance work relating to the clients affairs.
* Support the development of team members at all levels including mentoring, assisting in training, undertaking personal development reviews and improving performance and efficiency where relevant.
* Provide ad hoc advisory services to clients. Areas of work focused on HNWI and OMB clients may well include the following: Residence and domicile matters, trust structuring, international tax planning, Estate planning, wealth management strategies, and succession planning.
* Identify and mitigate tax risks for clients, ensuring all work is both technically and ethically compliant having regard to professional standards.
To qualify for this Private Client Tax Manager role, ideally you will meet the following:
1. Proven experience in ...