I am currently working with a well-established top 100 accountancy firm based in London. This firm is currently seeking a private client tax manager to join their team due to the large amount of growth trajectory in recent years.
In this position you will manage a portfolio of clients and work on a blend ofpliance and advisory projects while supporting and mentoring the junior members of the team.
The role:
1. Manage a portfolio of high-net-worth individuals and business owners
2. Prepare and review tax returns for your portfolio of clients
3. Handle all advisory opportunities that arise
4. Provide technical support to junior members of the team
5. Assist senior members of the team with larger advisory projects
The candidate:
6. ATT or CTA qualified
7. Previous experience managing a portfolio of HNWI and OMB’s
8. Proactive and technical mindset and efficient with identifying client opportunities
9. Strong technical knowledge of private client tax
10. Experience with shareholder and employment tax issues
11. Familiar working with UK trusts & estates
Benefits:
12. Hybrid working (core hours)
13. Long term career progression and development
14. Friendly and supporting environment