Private Client Senior Manager - Big 4

Superb package including car allowance, bonus and hybrid working as standard.

Would you want the chance to work for one of the Big4's leading Private Client teams with a real national focus? Would you like a role that can offer you flexible hours and manage your work-life balance? Does the chance to leverage off a superb international network appeal to you?

Working within this leading Private Client tax team, you will be a key member working alongside well-connected Private Client Tax Partners where you will be a trusted advisor to UHNWI, HNWI, key business executives, as well as entrepreneurial clients as they develop and grow. 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 UHNWI individuals, financial advisors, agents, and private wealth/banking clients.
• Working on wider projects in relation to various taxation matters including onshore & offshore trust, capital gains tax, structures, and inheritance tax planning.
• Working closely with other areas within the business to support your clients on projects such as Share Planning, M&A transactions, and international expansions.
• 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.
• Have a great understanding of complex Private Client Tax matters.
• Have an Accounting Consultancy, Legal, or Family Office background.
• Ideally with some experience focusing on Business Development and commercial opportunities.

This Big 4 firm prides itself on work-life balance. One of the partners 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 time 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 within the Big 4 as SM. If that is you, please do get in touch on 07968 202512 or kevin.racher@pro-tax.co.uk.

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