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Private Client Tax Manager - Top 10

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Job Description - Private Client Tax Manager - Top 10

A leading Top 10 Accountancy practice are seeking a Private Client Tax Manager to join their expanding team.

The rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. The primary responsibility will be to act as a point of contact within the firm for the client, together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work.

About you:

  • Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
  • Strong technical ability in the field of private client, in particular providing trust, estate, IHT and succession planning advice to wealthy individuals and trustees
  • Ability to maintain an in depth, up to date, knowledge of taxation
  • Team management experience.
  • Demonstrable experience of successfully managing a substantial client portfolio
  • An inquisitive nature, able to identify opportunities to enhance our client offering
  • Senior stakeholder management experience.
  • CTA and/or STEP qualified or equivalent
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