At a Glance
- Tasks: Manage tax matters for founders, optimise strategies, and ensure compliance across various tax types.
- Company: Exclusive London-based Family Office with a focus on personalised financial management.
- Benefits: Competitive salary, professional development, and the chance to work closely with high-profile clients.
- Other info: Collaborative environment with opportunities to work on diverse international investments.
- Why this job: Join a dynamic team and make a real impact on tax strategy for influential individuals.
- Qualifications: Chartered tax accountant with at least 4 years of UK tax experience.
The predicted salary is between 80000 - 100000 £ per year.
An exclusive opportunity has arisen within a London based Family Office that is seeking a Tax Manager to manage the tax matters of two Founders, and their related entities. Reporting directly to the CFO/COO.
RESPONSIBILITIES
- Oversee and coordinate all tax related matters for the founders and optimising tax strategy:
- Manage tax compliance
- Direct - personal tax, corporation tax, partnership tax, trust tax etc
- Indirect – VAT
- Tax strategy and planning e.g. succession planning. Thinking proactively for the family office and in particular forward looking and as a result raising valuable matters for the family’s consideration
- Identifying tax optimization opportunities and modelling tax impact;
- Reviewing of investment and sale opportunities, advising on appropriate structures for such investments.
- Work closely with tax, legal & investment advisors.
- Ad hoc projects.
KEY SKILLS AND EXPERIENCE
- This is a very hands on role (with a certain degree of admin).
- We’re looking for an experienced chartered tax accountant (Minimum 4 years PQE) with strong UK tax experience & technical depth (private client, fund and corporate).
- Exposure to foreign taxes- US & Europe (e.g. Italy) is desirable.
- The family office holds investments in several different jurisdictions, e.g. in the US, Europe and further afield. An important part of the role is understanding how the UK tax system interacts with the local tax regime of each of these investments, including matters such as withholding tax and double tax treaties.
- Key skills and experience include:
- Established experience of working in a similar position in family office or in private client practice;
- Confidential and professional nature
- Confident and comfortable working directly with the founders
- Proactive and ability to communicate complex tax matters clearly
- High degree of meticulousness and commerciality
- Team player - collaborative but also able to work independently with minimal supervision
Family Office Tax Manager in London employer: Agreus
Agreus is an exceptional employer that values expertise and innovation in the realm of tax strategy, particularly within the dynamic family office sector. Located in the vibrant city of London, we offer a collaborative work culture that fosters professional growth and development, alongside competitive benefits tailored to support our employees' well-being and career aspirations. Join us to make a meaningful impact while enjoying the unique advantages of working in one of the world's leading financial hubs.
StudySmarter Expert Advice🤫
We think this is how you could land Family Office Tax Manager in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Agreus, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Family Office Tax Manager in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Agreus's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Agreus. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Agreus!
How to prepare for a job interview at Agreus
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Agreus.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Agreus. It helps to show our commitment!
