Private Client Tax Manager required for the expanding Private Client Tax team of this mid-tier firm of Chartered Accountants and Business Advisors. This is an excellent opportunity to work alongside and learn from highly experienced tax practitioners who will help you develop your skills and capabilities
Working on a hybrid basis (2-3 days in the office per week) you will work with a wide range of clients, including entrepreneurs, HNWI’s and shareholders providing quality advisory services to bring solutions to their issues.
This role is all about…
- Delivering on wide ranging tax advisory projects. Recent projects have included succession planning involving company purchase of own shares; business restructures; share structuring; EMI schemes; IHT, tax planning for landed estates
- Establishing professional and confident working relationships with both clients and colleagues
- Assessing client’s personal tax position in order to come up with innovative solutions
- Contributing to business development related activities
- Reviewing personal tax returns prepared by junior members of the team
- Liaising with HMRC
- Meeting with clients at the firms' offices or at their own premises
About you…
- Ideally CTA qualified
- Have a minimum of 3-5 years relevant tax experience
- Have experience of undertaking advisory work on personal and company (preferred) tax issues
- Experience of trusts and Inheritance Tax and/or shareholder tax issues (advantageous, but not essential)
- Possesses excellent organisation skills
- Strong communication and relationship management skills
Salary up to £50,000 (DOE) + Benefits. Excellent career prospects on offer for a strong performer. For further information contact Lynsey Kerr on 07960 874 969 or lynsey@lusona.co.uk