Private Client Tax Manager - Top 15

Morgan McKinley

  • London
  • Permanent
  • Full-time
  • 7 days ago
A Private Client Tax team in a Top 15 Accounting Practice in London is recruiting for a Private Client Tax ManagerThis is a medium sized and established Tax team that supports and advises HNW and UHNW individuals. In this position, your role will be advisory leaning (roughly 75%/25% compliance), and you'll be tasked with managing a small group of juniors and trainees.Role:
  • Managing your own portfolio of clients with responsibilities for communication, queries, managing WIP and billing
  • Delegating work to junior team members, reviewing returns and providing support where required, particularly on complex cases
  • Deliver advice on a wide range of matters including Trust and Estates, pension planning, profit extraction, international aspects including pre-arrival and pre-departure planning
  • Actively involved in business development with new and existing clients, including attending new client meetings and marketing the firms services
Your experience:
  • CTA qualified with ATT and/or ACA
  • People Management
  • Delivery personal tax advice on a wide range of matters
The Firm works on a flexible and agile basis with an average of 2.5 days per week in the office.

Morgan McKinley