Our client is a leading adviser to HNW / UHNW families, their trusts and family offices. Their Private Client Tax team is independently recognised one of the leaders in its field. They are a modern, forward-thinking firm embracing hybrid working and with a strong track record of promoting their Managers through to Director (and Partner) grade.
Demand for their expertise continues to grow and they are now keen to appoint an additional Private Client Tax Manager. The incoming individual will take responsibility for a high quality portfolio of domestic and international HNW families. They will assist Directors and Partners with ad hoc tax planning projects, as well as overseeing the more complex areas of their clients’ annual personal tax compliance.
They will perform a key client relationship management role, as a primary point of contact. Strong communication and relationship management skills are therefore essential, as well as an excellent understanding of UK income tax, CGT and IHT. Experience of advising multi-jurisdictional families on issues such as residence, domicile, remittance, trusts and offshore structuring, is important. The individual will also be fully CTA qualified.
The role would suit an existing Manager looking to develop their career and position themselves for swift progression to Senior Manager level. Alternatively, an experienced private client Tax Assistant Manager looking to step up to Manager grade for the first time.
In return, our client offers a sociable, supportive environment in which their advisers are encouraged and assisted to develop their skills and knowledge. Homeworking 2-3 days a week on average can be accommodated. Ref 4937
To find out more about this opportunity and to request a full job description, please email Michael Howells at firstname.lastname@example.org
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