Private Client Manager

Salary/Rate:Outstanding Earnings
Job type:Perm
Town/City:Central London
Location:London
Industry:Accountancy Firm
Job ref:JB000761/65
Post Date:24. 09. 2024
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About the Role

Opportunity in a Boutique firm.

This firm, is seeking a highly skilled Tax Manager to join them. This position offers a unique blend of autonomy, diversity, and the chance to engage with an extensive client portfolio. This organisation specialises in providing comprehensive Accountancy, Taxation, and consultancy services, catering to High Net Worth individuals, Entrepreneurs, and Trusts throughout their business lifecycle.

The successful candidate will be responsible for a range of duties, including providing technical support during client meetings, managing the Senior Partner's communications and projects, overseeing tax return preparation and submission for assigned clients, and maintaining financial management of work-in-progress. This role requires a CTA-qualified professional with extensive experience in private client tax matters, particularly in areas such as non-domiciled individuals, entrepreneurs, and share schemes for SMEs.

Key competencies include strong research skills, the ability to prepare complex advice and calculations, excellent communication across various mediums, and emotional intelligence when handling sensitive matters. Proficiency in IT, particularly Microsoft Office, is essential. Experience in identifying business development opportunities would be advantageous.

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