What you can expect from the role:
As a senior member of the Private Client Department within a growing independent firm, you will play a pivotal part in managing annual compliance work and advisory projects for a personal portfolio of clients, primarily HNWIs, including sole traders and partnerships. You will work directly with Partners on planning matters, supervise staff, and handle both UK and non-resident tax issues, particularly for individuals moving to and from the UK. You will manage clients who are beneficiaries of UK and non-UK trusts, and ensure timely, budget-compliant delivery of work.
In addition, you will regularly liaise with clients, oversee tax return preparation, and correspond with HMRC. You will contribute to business development, internal meetings, and manage billing, time budgets, and staff training.
The important work you will be doing include, but not limited to:
The skills and experience you will bring:
Ideally, you will be ATT and/or CTA qualified, or nearing. STEP would be advantageous, but not required. Salary will be commensurate further with holding STEP.
Experience within a similar role and dealing with complex tax matters.
Private Client Tax Manager • Birkenhead, Merseyside, UK
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