Private Client Tax Manager

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