At a Glance
- Tasks: Lead tax services for high-net-worth clients, ensuring compliance and tailored advice.
- Company: Reputable accountancy practice known for bespoke tax solutions.
- Benefits: Competitive salary, hybrid working, free parking, and career progression opportunities.
- Other info: Supportive work environment with a focus on professional development.
- Why this job: Make a real impact in the lives of high-net-worth individuals with your expertise.
- Qualifications: CTA qualified with 5+ years experience in private client tax.
The predicted salary is between 85000 - 95000 £ per year.
The Private Client Tax Senior Manager will oversee and deliver comprehensive tax services for high-net-worth individuals, ensuring compliance and offering tailored advice.
This role requires an expert in private client tax with a focus on leadership within the professional services industry.
Client Details
This is an opportunity to join a well-established accountancy practice with a strong reputation for delivering bespoke tax solutions.
Operating in a medium-sized structure, the company is known for its commitment to high standards and a client-centric approach in Leatherhead.
Description
As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including those who are UK and non-UK domiciled.
The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs.
As a Senior Manager the day to day work will encompass
- Reviewing the tax returns prepared by consultants and provide technical input on these
- Identifying opportunities for restructuring clients' tax affairs and raise these with the client partner or the client
- Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, domicile issues
- Dealing with HMRC on tax investigations
- Acting as point of contact for clients, alongside the Partner
- Profile
The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge.
The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis.
- You will also be able to demonstrate the following skills, experience and attributes:
- CTA qualified with a minimum of 5 years post qualification experience
- Experience of working with a complex UK and non-domiciled HMW client base
- Ability to manage workflow in a busy and demanding environment
- Outstanding written and verbal communication
- Ability to work under pressure and in a deadline driven environment
- Excellent IT skills and receptive to technology changes
- Job Offer
- Competitive salary in the range of £85,000 to £95,000
- Permanent position with opportunities for career progression.
- Based in Leatherhead with a supportive and professional work environment.
- Hybrid working.
- Free parking.
- PMI.
- #J-18808-Ljbffr
Private Client Tax Senior Manager in Leatherhead employer: Michael Page Finance
Join a leading accountancy practice in Exeter, where you will be part of a dynamic and supportive work culture that prioritises employee growth and development. With a diverse client portfolio and a strong team of tax professionals, this firm offers meaningful career progression opportunities and the flexibility of part or full-time hours, making it an excellent employer for those seeking a rewarding role in personal tax management.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager in Leatherhead
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We think you need these skills to ace Private Client Tax Senior Manager in Leatherhead
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Michael Page Finance
✨Brush Up on Financial Analysis Skills
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