At a Glance
- Tasks: Manage complex tax affairs for high-net-worth individuals and provide strategic advisory services.
- Company: Prestigious firm known for high-quality client service and professional integrity.
- Benefits: Competitive salary, range of benefits, and opportunities for professional growth.
- Other info: Supportive environment that values collaboration and employee development.
- Why this job: Make a real impact on diverse portfolios while enhancing your tax expertise.
- Qualifications: Experience in personal tax and strong client service skills.
The predicted salary is between 54000 - 66000 £ per year.
Are you a tax professional with a passion for delivering top-tier client service? We are representing a prestigious firm seeking a Tax Manager skilled in managing complex tax affairs for personal clients. This role focuses on providing strategic tax services to private equity executives, entrepreneurs, and trusts.
About the Role:
As a Tax Manager, you will be responsible for maintaining and enhancing relationships with high-net-worth individuals and ensuring that all client and compliance deadlines are met. Your role will involve a proactive approach to client liaison, particularly concerning advisory matters.
Key Responsibilities:
- Manage a portfolio of personal clients, focusing on complex tax affairs involving high-net-worth individuals.
- Oversee compliance deadlines, monitor time limits, and manage elections to ensure timely and accurate service delivery.
- Engage in regular, proactive communication with clients, providing advisory services and identifying opportunities for tax planning and optimisation.
- Assist and, where appropriate, lead in tax planning projects, including but not limited to succession planning using trusts and corporate structures, as well as addressing capital gains and inheritance tax issues.
- Support Partners and Directors in strategic initiatives and directly contribute to the firm's tax planning and advisory capabilities.
Why Join:
- A role within a respected firm known for its focus on high-quality client service and professional integrity.
- Opportunities for professional growth and leadership.
- A supportive work environment that values collaboration and employee development.
If you excel in client service, possess a thorough understanding of complex tax issues, and are looking to impact a diverse portfolio of high-net-worth clients, this is the perfect opportunity for you.
Locations
Tax Manager Opportunity - Focus on Private Clients and High-Net-Worth Individuals in Kent, Royal Tunbridge Wells employer: Creative Tax Recruitment
As a Trust Senior in the heart of London, you will thrive in a dynamic and supportive environment that prioritises your professional growth. With access to ongoing technical training and opportunities for further qualifications, you will be part of a collaborative team that values innovation and client engagement, ensuring a rewarding career path in the Trust & Estate sector. The firm's commitment to employee development and a diverse client portfolio makes it an exceptional place to build your expertise and advance your career.
