Job Description TPF Recruitment is delighted to be supporting a leading mid tier firm of chartered accountancy practice in their search for a Private Client Tax Manager to join their highly regarded team in Maidstone. \ N This is a newly created position that has arisen as a result of the firm's continued growth, making it an excellent opportunity to join a thriving and expanding Private Client Tax department with genuine long term career prospects. \ N Working within a collaborative and highly technical team, you'll advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families and trusts, delivering bespoke tax planning solutions across a wide range of complex private client matters. This is a predominantly advisory role, with oversight of compliance work, offering excellent exposure to challenging and rewarding projects. \ N \n The Role \n\ N As a Private Client Tax Manager, your responsibilities will include: \ N \n Managing a portfolio of high net worth and ultra high net worth private clients.Delivering proactive tax planning and advisory services across a wide range of private client tax matters. \ N Reviewing and overseeing personal tax compliance whilst maintaining a strong advisory focus. \ N Advising clients on residency, domicile and international tax issues, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules. \ N Advising on historic non domicile, remittance basis and mixed fund matters. \ N Providing guidance on the UK Statutory Residence Test and double tax treaties. \ N Advising on UK and offshore trust structures, succession planning and wealth preservation. \ N Delivering InheritanceTax planning advice, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other available reliefs and exemptions. \ N Advising on property holding structures and Family Investment Companies. \ N Supporting clients through HMRC enquiries and responding to HMRC nudge letters. \ N Preparing high qualitytechnical reports and presenting complex advice in a clear, commercial manner. \ N Managing client relationships, budgets, fee estimates and billing. \ N Supporting and mentoring junior members of the team while working closely with Partners and Directors on advisory projects. \ N \n \n Requirements \ N We're looking for an ambitious Private Client Tax professional who is seeking a long term career within a growing mid tier accountancy practice. \ N You'll ideally have: \ N \n CTA qualification \ N At least two years' post qualification experience. \ N Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice. \ N STEP qualification would be advantageous. \ N Excellent technical knowledge across private client taxation. \ N Strong report writing and advisory skills. \ N Experience managing billing, fee estimates, budgets and client expectations. \ N Excellent communicationand relationship building skills. \ N A stable career historywith a genuine desire to build a long term career within a growing team. \ N \n \n Benefits \ N \n Competitive salary of £60,000 to £75,000, depending on experience. \ N Comprehensive benefitspackage. \ N Hybrid and flexible working. \ N Predominantly advisorywork with exposure to complex private client tax planning. \ N The opportunity to workwith an exceptional portfolio of high net worth and ultra high net worth clients. \ N Clear career progression within one of the UK's leading mid tier accountancy practices. \ N Ongoing professional development and technical training. \ N A collaborative, supportive and inclusive working environment. \ N \n If you're an experienced CTA qualified Private Client Tax Manager looking to join a growing mid tier firm where you can work on high quality advisory projects while continuing to develop your career, we'd love to hear from you. \ N Apply today or contact TPF Recruitment for a confidential discussion. \ N \n \n \n
Private Client Tax Manager - £50,000 - £60,000 A Year 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.
