Private Client Tax Manager
London
Top 30 Accountancy Practice
The Company:
Our client is a prominent UK chartered accountancy firm, ranking among the top 30 in the country. Their organisation emphasises a personalised, partner-led approach, catering to a diverse client base of small and medium enterprises (SMEs), large corporations, Not for Profit entities, and high-net-worth individuals.
The firm has 25 partners and approximately 300 staff members, offering a comprehensive suite of services including audit, corporate taxation, private client services, VAT, forensic accounting, and specialised industry knowledge through sector groups.
The Department:
Our client's Private Client department, overseen by 6 Partners, a Consultant, and 2 Directors, consists of 30 dedicated specialists.
The Role:
Our client requires a seasoned Manager to join their expanding Private Client Tax team.
The selected candidate will primarily assist the Head of Tax in managing a substantial portfolio of ultra-high-net-worth (UHNW) clients, contributing to the dynamic, successful, and driven team.
Responsibilities:
Key responsibilities include:
- Providing technical advice, consulting with Directors and Partners as needed
- Managing portfolio billing and organisation
- Serving as a secondary point of contact for key clients
- Participating in pitches and general business development activities
- Supervising junior staff, offering guidance and addressing inquiries
- Identifying opportunities for business development and cross-selling
- Coordinating client compliance processes
- Contributing ideas and participating in manager meetings
- Additional duties as required
The Candidate:
The ideal candidate will possess:
- Minimum 6 years of personal tax experience in a practice setting
- Proactive approach to work
- Strong team collaboration skills
- Ability to perform under pressure and manage priorities effectively
- Excellent communication and organisational abilities
- Experience with non-domiciled individuals and high-net-worth individuals (HNWIs)
- Proficiency in Microsoft Office
- A blend of corporate and personal tax experience
- CTA qualification is mandatory, with preference for familiarity with Digita software (training available)
The Benefits:
- Competitive salary
- Group Life Cover
- 25 days holiday initially
- Flexibility with hybrid working model
- Permanent Health Insurance (PHI)
- Contributory Private Health Scheme
- Non-Contributory Health Cash Plan
- Season Ticket Loan eligibility
- Discounted Gym Membership
- Pension Scheme
- Cycle voucher scheme
Please note: This opportunity is subject to strict confidentiality. Interested candidates are invited to apply with a detailed CV