Private Client Tax Manager

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Job description

As a Private Client Tax Manager within this clients leading Tax Department, you will play a key part in their growth, whilst fast-tracking your own development and earning potential. You can expect to undertake the following tasks, but not limited to:

• Manage a portfolio of cases for trusts and high-net-worth clients, drafting tax advice reports on IHT planning, residency, and domicile.
• Meet clients to advise on tax planning, offer CGT advice for UK and non-UK residents.
• Review junior staff work for professional growth and provide mentorship as necessary.
• Handle compliance services, including tax return preparation, and promote firm-wide services, particularly financial planning.
• Collect and maintain client data, address inquiries, and liaise with clients, HMRC, and other professional firms to ensure exceptional client service.
• Identify opportunities for referrals and new clients.

The skills and experience you will bring (but don't worry if you don't tick 100% of the boxes):

• Previous experience in a private client/personal tax advisory and compliance role.
• ATT or CTA qualified (or equivalent) or nearing completion.
• Up-to-date technical knowledge and an understanding of compliance standards.
• Organised and strong time management skills.
• Strong ability to build rapport quickly with clients and maintain these.

It would be highly desirable if you have working knowledge of offshore trusts.

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