Private Client Tax Manager

Company Description

Somers Baker Prince Kurz (SBPK) is a well-established partnership that provides a comprehensive range of accountancy and financial services to both international and UK clients. Our team at SBPK is dedicated to delivering high-value, cost-effective solutions tailored to meet each client's financial needs.

Role Description

This is a full-time hybrid role for a Private Client Tax Manager. The role is based in North London, with work from home on Mondays and Fridays after the successful completion of a three-month probation period. The Private Client Tax Manager will oversee the financial planning and portfolio management for private clients, provide tax and tax advisory services, and support clients in optimizing their personal wealth and business interests. Daily tasks include managing client portfolios, advising on tax strategies, and preparing self-assessment tax returns for a portfolio of 300 clients.

Qualifications

• Private Clients and Financial Planning skills
• Expertise in Tax and Tax Advisory services
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work effectively in a hybrid work environment
• Experience working with international clients is a plus
• CTA Qualification is preferred

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Accounting