Private Client Senior Manager - boutique firm

Senior Tax Manager - Private Client - London

Salary up to £95,000 + package

• Are you a Private Client Tax Manager looking for something a little different?
• Would want the chance to work for for a specialist boutique firm with an excellent Private Client / UHNWI team?
• Would you like a role that can offer you flexible hours and manage your work-life balance?
• 2 days per week in the office

Working within this established London Private Client tax team you will be key member working within a well connected Private Client Tax team where you will be a trusted advisor to UHNWI, HNWI, Key executives within the FS space as well as Entrepreneurial clients as they develop. You will be responsible in developing junior members of staff and understand the art of delegation.

Work will include: -

• Key development of the Private client & private business (OMBs) tax planning and strategies
• Deliver close working client services with iHNWI individuals, financial advisory's, agents, private wealth/banking
• Working on wider projects in relation to various taxation matter including onshore & offshore trust, capital gains tax, structures and inheritance tax planning.
• Present quarterly presentations to team and partners

You will ideally be:-

• ATT/CTA Qualified with some post qualified experience or possibly from a Legal background
• A great understanding of complex Private Client Tax matters
• Have an Accounting Consultancy, Legal or Family Office background
• Ideally with some experience focusing on Business Development and commercial opportunities.

This firm prides itself on work-life balance. The Partner I am recruiting for is a working parent, who understands the importance of family time. Even before the pandemic this firm encouraged their staff to spend at least one day working from home and this will continued to be encouraged going forwards.

What next:-

I am looking for driven ambitious Private Client Tax Manager to step up to Senior Manager or if you are wanting a role away from the Big 4 as SM , if that is you please do get in touch on 07968 202512 or kevin.racher@pro-tax.co.uk

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