Private Client Tax Manager

Private Client Tax Manager

Top 30 Practice

£65,000 plus excellent benefits

London / Hybrid

Our client is a Top 30 firm of accountants and business advisors providing audit, accounts, tax and VAT advice and as part of an ongoing programme of growth they are looking to appoint a bright and capable Private Client Tax Manager.

As part of the Tax Team, you will specialise in Private Client work, heading up a small team of seniors. This is to support the firms High Net Worth Individual clients, many of whom are City based partners. Reporting directly to the Tax Director, you will be responsible for the provision of tax compliance and consultancy services to this growing portfolio of clients.

Working alongside, and supervising the seniors, you will be responsible for pro-actively addressing all aspects of the Private Client Team, effectively having the opportunity to grow and develop this role as desired.

You will be responsible for a small portfolio of direct clients and reviewing the work of the seniors, guiding and mentoring them as appropriate. You will also oversee work allocation, onboarding and client billings. Pre-year end client tax planning meetings and participation in consultancy projects will be required as well as overall general client development.

You should be familiar with relevant aspects of Private Client work, including residency and domicile planning.

You should be CTA qualified and be able to demonstrate good management skills, with a desire to use technology in a positive way to assist the Team.

You should possess good communication skills and be prepared to take the initiative on client matters, servicing clients to their timetable, not statutory deadlines.

As an integral part of the Tax Team, you would be expected to actively participate at team level, for example in providing training to other team members of the firm where required, and topic centred training to other tax team members.

Interested - then contact John at Pro Tax on john.corfield@pro-tax.co.uk

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