Private Client Tax Manager

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Our client is a market-leading CA firm committed to delivering exceptional value to their clients. The Private Client team provides comprehensive tax advice to high-net-worth individuals, partnerships, global families, UK and offshore trusts, and entrepreneurial businesses.

Role Overview:

The firm are seeking a highly motivated and experienced Private Client Manager to join their growing UK team. The ideal candidate will have a proven track record of advising clients on complex tax matters and a passion for delivering exceptional client service.

Responsibilities:

  • Develop and maintain strong relationships with high-net-worth individuals, families, trusts, and entrepreneurial businesses
  • Provide expert tax advice across a range of areas, including personal tax, capital gains tax, inheritance tax, and international tax
  • Manage a diverse portfolio of client engagements, ensuring timely and accurate delivery of services
  • Collaborate with other teams within the firm to provide holistic solutions to clients' needs
  • Stay up-to-date with the latest tax legislation and industry trends

Qualifications and Experience:

  • ACA and/or CTA qualified, or overseas equivalent
  • Extensive experience in advising high-net-worth individuals and families on complex tax matters
  • Experience of working with international clients would be highly advantageous
  • Strong project management and communication skills
  • Proven ability to build and maintain strong client relationships

Benefits:

  • Up to £65,000 (DOE) + Bonus + Benefits
  • Flexible and Hybrid working options (3 office days per week)
  • Opportunities for professional development and growth
  • Collaborative and supportive work environment
  • Opportunity to work with clients from across the UK and beyond

If you are a talented and driven Private Client Manager looking for a challenging and rewarding career, we encourage you to apply. Contact Lynsey Kerr on 07960 874 969 or lynsey@lusona.co.uk

Permanent
23 September 2024
Tax
Personal Tax
0141 530 4333