As a Private Client Tax Manager within this clients leading Tax Department, you will play a key part in their growth, whilst fast-tracking your own development and earning potential. You can expect to undertake the following tasks, but not limited to:
- Manage a portfolio of cases for trusts and high-net-worth clients, drafting tax advice reports on IHT planning, residency, and domicile.
- Meet clients to advise on tax planning, offer CGT advice for UK and non-UK residents.
- Review junior staff work for professional growth and provide mentorship as necessary.
- Handle compliance services, including tax return preparation, and promote firm-wide services, particularly financial planning.
- Collect and maintain client data, address inquiries, and liaise with clients, HMRC, and other professional firms to ensure exceptional client service.
- Identify opportunities for referrals and new clients.
The skills and experience you will bring (but don't worry if you don't tick 100% of the boxes):
- Previous experience in a private client/personal tax advisory and compliance role.
- ATT or CTA qualified (or equivalent) or nearing completion.
- Up-to-date technical knowledge and an understanding of compliance standards.
- Organised and strong time management skills.
- Strong ability to build rapport quickly with clients and maintain these.
It would be highly desirable if you have working knowledge of offshore trusts.
