Private Client Tax Manager - Senior Manager

Morgan McKinley

  • London
  • Permanent
  • Full-time
  • 30 days ago
A Top 15 Accounting practice Is recruiting for a Private Client Tax Manager or Senior Manager within their Tax Advisory Team in London.This is an exciting opportunity to play a critical role in providing bespoke tax advisory services to high-net-worth and Ultra-high-net worth individuals, entrepreneurs, family offices, and trusts. The Tax Advisory Team advises individuals and their associated entities. The team provides UK tax advisory services to both UK based wealthy families, as well as those with international affairs, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust and corporate structures. You will have an opportunity to craft your own specialism following a more international or domestic private client portfolio to assist with a wide range of technical matters. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.The responsibilities
  • Responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm's business development initiatives.
  • As a Partner led firm, you would be required to support the Engagement Partner through the client's objectives and deliver on technical demands (with the support of a well-established team framework) to deliver excellent tax advice and service to the client.
  • Leading on client engagements and liaising with specialist teams (ie corporate tax/accounts/audit/payroll) to ensure timely delivery of work and dealing with ad hoc queries.
  • Ensuring deliverables are prepared within the set time frame.
  • Provide advisory services on tax-efficient wealth structuring, trusts, estate planning, and succession planning.
  • Mentor junior team members, imparting technical guidance and feeding back on performance
  • Providing excellent client management skills including budgeting, invoicing clients and dealing with ad hoc queries.
  • Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches.
You
  • Professionally qualified (CTA, ATT, ACA/ACCA , STEP or equivalent) with relevant experience.
  • A proven track record of leading engagements with HNWI/UHNWI families.
  • Possess strong tax technical expertise (including advising international/non-dom clients), leadership abilities, and the ability to foster client relationships.
  • Possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services.
  • Enthusiastic and technically capable, with excellent interpersonal and organisational skills.
  • The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently.
  • Candidates should be self-motivated, display a positive approach and can get things done.
  • In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
  • The firm will provide training and support to help develop the successful candidate's specialist knowledge and capabilities. For the right individual, there is scope to progress quickly within the team.
Reward and benefits
  • Hybrid working policy with the flexibility to work from home for up to three days per week.
  • Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies.
  • Eligibility for the firm's Profit-Sharing Plan. Paid in December.
  • Eligibility for the discretionary bonus scheme.

Morgan McKinley