Trust & Private Client Tax Manager
London, City of London
£95,000 - £95,000/annum
Posted 3 weeks ago
About the role
We have just been instructed on a fantastic Trust & Private Client Tax Manager opportunity on behalf of one of the most prestigious and reputable firms in Central London.
Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.
Working with an impressive client portfolio including HNWIs, UHNWIs, Trusts and Family Estates involving a mixture of compliance, tax planning, and ad hoc advisory work.
This is a unique opportunity to join a top ranked firm with a rich heritage and high profile client base.
Excellent remuneration & benefits package, private medical insurance, option of WFH 3 days a week, lots of flexibility and part time considered. More information below:
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Preparation/ review of personal tax compliance
Preparation of annual trust accounts and associated compliance matters
Capital Gains computations & Inheritance tax planning
Providing technical support to Partners.
Liaising with clients, trustees and beneficiaries, dealing with ad hoc queries.
Attending client meetings
Building strong client relationships.
You:
ATT &/or CTA Qualified
Experience of managing a portfolio, working with HNWIs & Trusts
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident
Benefits:
Private Medical Insurance
Hybrid arrangement (option of WFH 3 days a week)
Flexible Working (core hours 10am - 4pm)
Very Good Work life Blance
25 Days Holiday + BH
Option to Buy/ Sell Holiday
Part time considered
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Social events
Wellbeing contribution
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. xwzovoh Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.
Working with an impressive client portfolio including HNWIs, UHNWIs, Trusts and Family Estates involving a mixture of compliance, tax planning, and ad hoc advisory work.
This is a unique opportunity to join a top ranked firm with a rich heritage and high profile client base.
Excellent remuneration & benefits package, private medical insurance, option of WFH 3 days a week, lots of flexibility and part time considered. More information below:
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Preparation/ review of personal tax compliance
Preparation of annual trust accounts and associated compliance matters
Capital Gains computations & Inheritance tax planning
Providing technical support to Partners.
Liaising with clients, trustees and beneficiaries, dealing with ad hoc queries.
Attending client meetings
Building strong client relationships.
You:
ATT &/or CTA Qualified
Experience of managing a portfolio, working with HNWIs & Trusts
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident
Benefits:
Private Medical Insurance
Hybrid arrangement (option of WFH 3 days a week)
Flexible Working (core hours 10am - 4pm)
Very Good Work life Blance
25 Days Holiday + BH
Option to Buy/ Sell Holiday
Part time considered
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Social events
Wellbeing contribution
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. xwzovoh Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
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