Private Client Tax Manager

Why apply for this role?

• Join a modern, friendly and supportive firm with offices across the East of England
• Advisory-focused role working with HNW/UHNW individuals, entrepreneurs, business owners, wealthy families, trusts and estates
• Excellent career progression within a rapidly expanding practice that promotes from within
• Client-facing position with leadership, mentoring and business development exposure
• Flexible working available through TOIL, plus health insurance and death in service benefits

About the Job

As Tax Manager, you will join an in-house specialist Tax Advisory team, advising an impressive private client portfolio including HNW and UHNW individuals, entrepreneurs, business owners, wealthy families, trusts and estates.

This is a varied and client-facing position offering a strong mix of tax advisory work, portfolio management, team leadership and business development. You will work closely with resident Partners across the firm’s offices in the East Midlands.

The successful candidate will be responsible for assisting with and completing the following duties…

• Advise clients on key tax areas including income and capital tax planning, trusts, succession planning, share options and residency issues.
• Take primary responsibility for managing a diverse portfolio of private clients.
• Deliver high-quality tax advisory services to HNW/UHNW individuals, entrepreneurs, business owners, wealthy families, trusts and estates.
• Lead and support the Tax Advisory team, coordinating with other departments across the firm.
• Work closely with Partners on business development, marketing and networking initiatives.
• Support the growth of the tax offering across the firm’s five East of England offices.
• Mentor, train and develop junior members of staff as required.
• Build strong client relationships and provide clear, practical and commercially focused advice.

Previous experience

• CTA qualified.
• Proven experience working in a tax advisory role.
• Strong technical knowledge across private client tax, including income tax, capital taxes, trusts, succession planning and residency matters.
• Experience managing a varied portfolio of private clients.
• Background advising HNW/UHNW individuals, entrepreneurs, business owners, wealthy families, trusts or estates.
• Strong leadership qualities with the ability to mentor and train junior staff.
• Excellent interpersonal and communication skills with both clients and colleagues.
• Commercial mindset with an interest in business development, networking and practice growth.
• Ability to work collaboratively with Partners and wider departments across the firm.

For further information on this opportunity or if you are considering the next step in your career get in touch with Ben McKinney at HireIQ in complete confidence