108 Best tax partner Jobs in London (May 2024)

Accountant - Client Manager - Private Wealth Services

Accountant - Client Manager - Private Wealth Services Location: London Type: Full Time - Office Base Salary: Up to £70K Client Profile: Gurler Mae is proud to announce, that we are searching for an Accountant - Client Manager on behalf of our client. This opportunity is offered on a full-time and permanent basis. As an Accountant - Client Manager, the role involves managing a portfolio of clients/structures across various jurisdictions in direct contact with clients regularly: this includes responsibility for all aspects of the day-to-day management of a portfolio of clients/structures and maintaining relationships with clients while providing them high levels of services. Primary Duties: ● To support the company accounting department including the preparation of accounts for trusts and overseas entities. ● To maintain client financial records. ● To research tax requirements and to advise clients on the results. ● To carry out statutory and governance work (including the production of minutes) for companies across various jurisdictions within filing deadline. ● To assist the Managing Director with key clients ● Involvement with the set-up and management of trusts under common law and in foreign jurisdictions, including drafting of statutory documentation and overseeing preparation of financial statements for the underlying companies. ● To ensure clients’ compliance files are adequately maintained. ● To correspond with HMRC on a variety of matters. ● To interact with business partners and providers in Europe and worldwide. ● To build and maintain the high standard and development of the company and to contribute to winning new clients and managing the successful delivery of projects ensuring technical excellence. ● Strong involvement with business development, participation in marketing the business, and taking on the process of any new business. Personal Specification: ● At least 5/10 years’ experience in a Trust Company or a Multifamily Office or International Chartered Accountancy. ● Accountancy firm experience. ● Strong technical knowledge in international tax matters, trust, wealth management, and experience within the private client field. ● A wealth of experience as a Manager in an international environment or as a solicitor/accountant specialised in international tax. ● Fully conversant with profit and loss statements and budgeting. ● Experience in administration services for high net-worth clients, including advanced knowledge and experience with in-house trust accounting. ● Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, and interpretation of trust documents. ● Demonstrable high-level understanding of the trust administration business, industry trends, and best practices. ● Excellent knowledge of accounting and VAT. ● Excellent technical and working knowledge of complex Fiduciary Structures. ● Excellent working knowledge of Company and Trust law and statutory and regulatory obligations. ● Ability to consider tax and legal implications of transactions. ● Technical knowledge of statutory filing requirements. ● Fluency in English is essential, fluency in other languages is desirable (French and/or Italian especially). Qualifications: ● Master's degree in Economics, Finance, Law, or professional equivalent ● Relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA is desirable. Benefits: ● Competitive salary ● Discretionary bonus. ● Company pension ● Free or subsidised travel ● Private dental insurance ● Private medical insurance Schedule: ● Monday to Friday To apply: Interested? If so, please send your full CV by clicking “apply”

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