Private Client Tax Manager - TOP 100 Firm

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Private Client Tax Manager

Our clients Specialist Tax team are looking to recruit an experienced tax practitioner to take up the position of Private Client Tax Manager
This is an excellent opportunity to provide a quality service to a portfolio of high net worth private clients within their Special Tax department.

Duties and Responsibilities:

Provide an efficient and proactive service to private clients; developing professional relationships which ensure that requirements are fulfilled.
Involvement in tax planning including personal/business tax planning for property investment and development activities, non-domicile issues (including remittance planning), trusts, capital taxes and employment/self-employment matters.
To liaise proactively with clients on advisory matters.
To work with partners on complex technical assignments.
To manage day to day client portfolio including billing, delegation and monitoring work in progress.
To review personal tax returns prepared by more junior members of staff and be a technical point of reference.
To assist in marketing private client services alongside the partners.


CTA / ACA Qualified
An advanced knowledge of income tax, capital gains tax, inheritance tax, trusts and estates
Experience of preparing tax returns for high net worth clients
A good understanding of trusts, estates and company accounts
Ideally, the successful candidate will hold the STEP qualification or have a willingness to study towards.

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