At a Glance
- Tasks: Manage a successful family's tax, investments, and wealth planning.
- Company: Join a dynamic family office with entrepreneurial spirit.
- Benefits: Flexible part-time role with direct exposure to decision-makers.
- Other info: Ideal for those seeking a varied and impactful role.
- Why this job: Gain hands-on experience beyond traditional compliance work.
- Qualifications: Experience in private client tax or wealth management preferred.
The predicted salary is between 49500 - 60500 £ per year.
Working closely with the Group Finance Director, you'll become involved in the management of a successful entrepreneurial family's affairs, covering tax, investments, property and wider wealth planning.
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
This is a broad, hands-on role offering exposure well beyond traditional private client compliance work.
You'll coordinate advisers, oversee key financial matters and support decision-making across a range of family assets and structures.
We're particularly interested in speaking with
- Private Client Tax Managers and Senior Managers
- Personal Tax professionals advising HNW and UHNW individuals
- Private Wealth, Trusts & Estates specialists
- Existing Family Office professionals seeking a flexible part-time role
CTA, ACA or ACCA qualifications would be welcome, although relevant experience is likely to be more important.
The role offers
- Approximately xiskglj 2 days per week
- Leicester-based, ideally in the office on both working days
- A varied remit spanning tax, property, investments and family wealth
- Direct exposure to key decision-makers
- An excellent first move from practice into a family office environment
Private Client Tax Manager Family Office Opportunity in Loughborough employer: Cedar
Join a dynamic London-based organisation that values innovation and collaboration, offering a hybrid working model that promotes work-life balance. With a strong focus on employee development, you will have access to continuous training and growth opportunities while working on prestigious M&E projects. The supportive work culture encourages teamwork and creativity, making it an excellent place for professionals seeking meaningful and rewarding careers.
