My client are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise.

As a Private Client Tax Manager, within the Trust and family office team you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects a large portfolio including billing, delegation and monitoring work in progress.

Responsibilities:

• Managing individual HNW client relationships, including trustees and executors, as their primary point of contact. • Reviewing annual compliance cycle of trust and estates accounts, and tax returns. • Drafting complex tax advisory reports for Directors and Partners. • Advising on CGT, IHT, domicile/residence issues and the use of trust/company structures. • Working closely with leading Senior Managers, Directors and Partners where required, and assisting with business development opportunities where appropriate. • Identifying potential planning opportunities and assisting with marketing and networking initiatives.

Requirements:

• CTA/ACA/ACCA qualified or equivalent • Proven experience managing private client portfolios in a professional services setting. • Strong knowledge of personal tax compliance and advisory work. • Relevant practice experience

Benefits:

• Hybrid/ flexible working options<...