Private Client Tax Manager/ Senior Manager
hace 4 días
St Albans
Location: St Albans Salary: £70,000-£85,000, depending on experience Working pattern: Hybrid Employment type: Full-time We are working with a well-established accountancy and advisory firm in St Albans that is looking to appoint an experienced Private Client Tax Manager. This is an excellent opportunity for a technically strong tax professional who enjoys working closely with high-net-worth and ultra-high-net-worth individuals, trusts, estates and family groups. The role offers genuine advisory exposure, direct client contact and a clear route towards Director. You will join a collaborative private client team advising clients on a broad range of personal and trust tax matters. The firm has a strong reputation for delivering high-quality, commercially focused advice and building long-term client relationships. As Private Client Tax Manager, you will: • Manage a portfolio of high-net-worth and ultra-high-net-worth private clients., • Advise individuals, families, trustees, executors and family investment structures., • Oversee the preparation and review of personal, trust and estate tax returns., • Provide advice on income tax, capital gains tax, inheritance tax and trust taxation., • Advise on estate planning, succession planning and family wealth structures., • Support clients with tax-efficient remuneration, investments and disposals., • Assist with inheritance tax planning and the administration of estates., • Review complex tax computations, returns and advisory work prepared by the team., • Manage a range of advisory projects from initial scoping through to completion., • Build strong, trusted relationships with clients and their wider professional advisers., • Work closely with partners, directors, lawyers, investment managers and other specialists., • Identify opportunities to provide additional value and support business development activity., • Supervise, coach and develop junior members of the private client tax team., • Contribute to the continued growth and development of the private client offering. You will work with a varied portfolio that may include: • High-net-worth and ultra-high-net-worth individuals., • Entrepreneurs, business owners and senior executives., • Family groups and family investment companies., • Trusts and trustees., • Estates and executors., • Non-domiciled and internationally connected individuals., • Clients with complex investment, property and business interests. You will ideally be: • CTA qualified, or qualified by experience., • An experienced Private Client Tax Manager, Assistant Manager or Senior Manager., • Experienced in advising high-net-worth individuals, trusts and estates., • Technically strong across personal tax, capital gains tax and inheritance tax., • Comfortable handling complex advisory work and managing client relationships., • Commercially aware, with the ability to understand clients' wider objectives., • Confident communicating with clients and professional advisers., • Experienced in reviewing work and supporting the development of junior colleagues., • Organised, proactive and able to manage competing deadlines., • Interested in progressing towards a Director-level position. Experience with trusts, estates, family investment companies, international tax matters or non-domiciled clients would be advantageous. • Salary of £70,000-£85,000, depending on experience., • Genuine advisory exposure across a sophisticated private client portfolio., • A clear and supported route towards Director., • The opportunity to work with HNW and UHNW individuals, trusts, estates and family groups., • A varied role with significant client contact and responsibility., • Supportive leadership and a collaborative working environment., • Ongoing technical, professional and career development., • Hybrid working and a strong work-life balance., • The opportunity to play a key role in the continued growth of the private client team. #J-18808-Ljbffr