A leading Top 10 Accountancy practice are seeking a Private Client Tax Manager to join their expanding team.
The rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. The primary responsibility will be to act as a point of contact within the firm for the client, together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work.
About you:
- Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
- Strong technical ability in the field of private client, in particular providing trust, estate, IHT and succession planning advice to wealthy individuals and trustees
- Ability to maintain an in depth, up to date, knowledge of taxation
- Team management experience.
- Demonstrable experience of successfully managing a substantial client portfolio
- An inquisitive nature, able to identify opportunities to enhance our client offering
- Senior stakeholder management experience.
- CTA and/or STEP qualified or equivalent
