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Private Client Manager

We are looking for a Manager to join our well-established and growing Private Client Tax department.

Reports to

Senior Managers

Working alongside

  • The wider Private Client department

Main duties and responsibilities

This is an exciting opportunity for a someone to join a vibrant Private Client department. Our practice has a wide variety of clients ranging from traditional UK resident and domiciled individual the owners of private businesses, chief executives, UHNWIs, non-doms and all types of UK/offshore trusts and foundations.

You will be involved in but not limited to the following:

  • Tax planning including personal/business tax planning for property investment and development activities, non-domicile issues (including remittance planning), trusts, capital taxes and planning for shareholders;
  • Managing day to day client portfolio including billing, delegation and monitoring work in progress;
  • Reviewing personal tax returns prepared by more junior members of staff and be a technical point of reference.

Essential criteria

  • ACA and or CTA;
  • Currently operating at Manager level or senior Assistant Manager level;
  • Experience of private client tax planning and advisory services including trusts and non-domicile issues.

Skills and personal attributes required

  • In depth knowledge of taxation regulations;
  • Ability to prioritise, supervise and develop staff;
  • Excellent client facing skills.
  • Ability to prioritise
  • Supervisory skills
  • Strong written and oral communication skills
  • Assertiveness and confidence in own knowledge and ability
  • Desire to continue to develop as a private client practitioner

If you are interested in this opportunity, please follow the apply link above to view the full job description and additional benefits included.

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