Private Business and Private Client Manager

Our client’s Private Business and Private Client team are looking to add to their teams in London, Cambridge, Southampton, Reading and Watford. They specialise in advising privately owned companies and wealthy individuals, families and their businesses on managing their personal and company tax affairs in the UK and abroad. Typically work in this area will focus on the issues affecting the owners of a business (individuals, PE houses), as well as the general corporate aspects. Collaboration with other areas of the business enables the team to work holistically with clients to find solutions to achieve their plans.

The role                        

As well as general Private Business and Private Client practitioners, our client is specifically looking to recruit Managers who wish to have a focus in the following areas of expertise:

• Deals Tax: advising businesses and their owners on all tax aspects surrounding M&A, from preparation for a sale through to deal execution and post-deal structuring.
• Real Estate Tax: advising Real Estate businesses (including Real Estate funds, REITs, property developers and investment businesses as well as property-rich businesses generally) on their tax affairs
• International Tax: advising private businesses with international operations (inbound and outbound) as well as internationally-mobile entrepreneurs on cross-border tax considerations

Our client’s curious minds and collaborative spirit enable them to work together, helping clients navigate the ever changing tax landscape. As part of the team you’ll be actively encouraged to consult, to share specialist knowledge and new ideas as they continue to innovate to deliver ”best in class” service.

Key responsibilities

• Our client is looking to recruit Managers with significant and varied experiences of advising privately or family owned businesses, private equity portfolio companies and business owners on a broad range of complex matters. Having experience in Deals Tax, Real Estate and International Tax is particularly welcomed.
• A key role in a growing team, working closely with experienced Private Business Partners, Directors and Senior Managers and having responsibility to develop new client relationships identifying and pursuing new opportunities from within the market.
• Responsibility for a diverse and broad portfolio of client engagements, including privately owned or family owned businesses and private equity portfolio companies.
• Developing market leading relationships with both interesting clients (including man well-known brands) and internal stakeholders, collaborating across the firm when developing client relationships or delivering complex projects.
• Maintaining an expert level of relevant tax knowledge (both UK and overseas), staying current with technical developments including changes in tax law and legislation.
• Advising clients and internal stakeholders on the latest tax technical issues, including delivering sessions at client / knowledge events.
• Supervising, coaching and providing regular feedback to Senior Associates and Associates within the team while also keeping more senior stakeholders updated of progress.

Skills and attributes

• The successful candidate will possess initiative, drive and the proven ability to work with and help lead a growing team, possessing the personal skills to maintain deep, trusted long-term relationships with clients and contacts in the market.
• The successful candidate will have the following skills and experience:
• Relevant and up-to-date UK (and some overseas) tax knowledge – varied experience of more complex tax issues facing privately or family owned businesses, private equity portfolio companies and business owners.
• Strong project management skills – able to manage several demanding client projects while remaining resilient and planning workload for self and others.
• Excellent communication skills – the candidate will be expected to be the point of contact on complex client engagements in their portfolio while supporting a range of stakeholders including client contacts and the firm’s staff.
• Excellent written communication – providing thorough and robust review of all written deliverables, including reports, technical memos and other concise advice for clients.
• Coaching and delegation – the successful candidate will help other Managers in the team coach, develop and delegate to a team of associates and senior associates, helping them grow their tax technical expertise alongside their client management skills.
• Efficient use of technology – in managing client and contact relationships, pursuing opportunities and overseeing the delivery of analysis and written deliverables.
• ACA and/or CTA qualified.

                                       
Given the vast majority of our client’s compliance work is managed by dedicated compliance teams, your role will offer you exposure to a high standard of tax consultancy work on a varied portfolio with great opportunities for career advancement.