Private Client Tax, Senior Manager
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About the Role
Opportunity in a Leading firm.
The firm is seeking a Senior Manager for its Private Client division. This role focuses on offering specialised tax advisory services to affluent individuals and families.
Key responsibilities include overseeing a client portfolio, providing tailored tax planning strategies, and ensuring adherence to current tax laws. The position also requires working closely with other teams to deliver comprehensive wealth management solutions and optimise tax efficiency.
KEY DUTIES:
- Providing tailored tax advice to high-net-worth clients
- Managing and developing a portfolio of private clients
- Conducting thorough tax planning and compliance reviews
- Liaising with other departments to deliver comprehensive client solutions
- Keeping abreast of changes in tax legislation and ensuring clients are informed
- Mentoring junior team members and supporting their professional development
QUALIFICATIONS:
- ACA/CTA qualified or equivalent
- Extensive experience in private client tax advisory
- Strong technical knowledge of UK tax legislation
- Excellent communication and interpersonal skills
- Proven ability to manage client relationships and deliver high-quality service