At a Glance
- Tasks: Advise high-net-worth clients on tax planning and compliance.
- Company: Join a prestigious Private Client Tax team in Tunbridge Wells.
- Benefits: Competitive salary, hybrid working, and career progression opportunities.
- Other info: Collaborative environment with potential for rapid career advancement.
- Why this job: Make a real impact advising wealthy families and business owners.
- Qualifications: CTA qualified with experience in private client tax.
The predicted salary is between 75000 - 90000 £ per year.
Join a high-profile Private Client Tax team advising regional, London and international wealth. Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT succession planning.
Responsibilities
- Take responsibility for a portfolio of high-net-worth / ultra-high-net-worth international private clients, acting as their key trusted adviser.
- Oversee annual compliance (managing a team of junior tax advisers).
- Identify and advise on ad hoc personal tax planning projects.
- Collaborate with experienced partners and contribute to the growth of the regional Private Client Tax practice.
Qualifications and experience
- CTA with substantial private client tax experience; Senior Manager or equivalent level considered for progression to Associate Director and Director grades.
- Ability to manage a team and coordinate multi-jurisdictional private client work, including international aspects.
- Strong communication and client-relations skills, with a track record of advising high-net-worth individuals.
Location, salary and benefits
The role is based in Tunbridge Wells with hybrid working arrangements. Salary range is likely £75k-£90k plus benefits, depending on experience.
Private Client Tax Senior Manager – Tunbridge Wells in Kent employer: Taxation
Join a prestigious Private Client Tax team in Tunbridge Wells, where you will have the opportunity to work with high-net-worth clients and contribute to their financial success. Our supportive work culture fosters collaboration and professional growth, offering clear pathways for advancement to senior leadership roles. With competitive salaries and flexible hybrid working arrangements, we prioritise employee well-being and development, making us an exceptional employer in the financial services sector.
