Private Client Senior Manager - boutique firm

Pro-Tax; London; Hybrid; GBP 80,000 - 95,000

Job description

Senior Tax Manager - Private Client - London

Salary up to £95,000 + package

• Are you a Private Client Tax Manager looking for something a little different?
• Would you want the chance to work for a specialist boutique firm with an excellent Private Client / UHNWI team?
• Would you like a role that can offer you flexible hours and manage your work-life balance?
• 2 days per week in the office

Working within this established London Private Client tax team, you will be a key member working within a well-connected Private Client Tax team where you will be a trusted advisor to UHNWI, HNWI, key executives within the FS space, as well as entrepreneurial clients as they develop. You will be responsible for developing junior members of staff and understanding the art of delegation.

Work will include:

• Key development of the Private Client & private business (OMBs) tax planning and strategies
• Delivering close working client services with iHNWI individuals, financial advisors, agents, and private wealth/banking
• Working on wider projects in relation to various taxation matters including onshore & offshore trusts, capital gains tax, structures, and inheritance tax planning
• Presenting quarterly presentations to the team and partners

You will ideally be:

• ATT/CTA Qualified with some post-qualified experience or possibly from a legal background
• Having a great understanding of complex Private Client Tax matters
• From an Accounting Consultancy, Legal, or Family Office background
• Ideally with some experience focusing on Business Development and commercial opportunities

This firm prides itself on work-life balance. The Partner I am recruiting for is a working parent who understands the importance of family time. Even before the pandemic, this firm encouraged their staff to spend at least one day working from home, and this will continue to be encouraged going forward.

What next:

I am looking for a driven, ambitious Private Client Tax Manager to step up to Senior Manager or if you are wanting a role away from the Big 4 as SM. If that is you, please do get in touch on 07968 202512 or [e-mail]

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.