Job Description
REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown
This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates.
Private Client Tax Manager
Perm position - £60,000 - £65,000
Hybrid Working - Flexible working hours
Supportive team
Key Responsibilities:
* Tax Planning: Advising clients on how to structure their finances to minimize tax liabilities legally.
* Compliance: Ensuring clients meet all tax filing obligations, including income tax, capital gains tax, inheritance tax, and more.
* Estate and Succession Planning: Helping clients plan for the transfer of wealth across generations in a tax-efficient way.
* Trusts and Foundations: Advising on the setup and management of trusts or charitable foundations.
* International Tax: Managing cross-border tax issues for clients with assets or residency in multiple countries.
Skills and Qualifications:
* Strong knowledge of UK tax law (and often international tax law).
* Professional qualifications such as CTA (Chartered Tax Adviser), ACA, ACCA, or ATT.
* Excellent communication and interpersonal skills for working closely with clients.