Private Client Advisory Manager/Senior Manager

Top tier London Private Client Manager or Senior Manager level role.

Client Details

Working in one of the Firm's four multi-disciplinary workgroups, as a Tax Manager/Senior Manager. The role will include a balanced mix of advisory services (more than 50% of the workload) and tax compliance related to complex affairs, for a portfolio of personal and trust clients. Reporting to a mixture of Partners you will provide advice and assistance to Partners, Accountants and Tax Advisors as well as Tax Assistants and ACA Trainees on tax related topics.

Description

• Provision of ad-hoc tax advice to clients and a high level of support to Partners and staff
• Managing all aspects of their allocated client portfolio; including the planning, the execution of the work, drafting of correspondence and billing
• Managing all aspects of the tax affairs of those clients for whom the individual is responsible and where advice spans different areas providing a high level of support to clients
• Providing ad hoc/planning advice to clients on tax matters
• Assisting with other ad-hoc assignments in relation to the financial affairs of clients.
• Preparation of tax returns and related working papers.
• Dealing with the HMRC, in respect of enquiries
• Giving presentations/briefings to staff on relevant tax topics

Profile

• An extensive background in personal and trust tax, including strong familiarity and experience of domicile and residence issues.
• Strong experience of offshore trusts and structures.
• CTA qualified and a good academic record
• Effective client handling/service skills
• Experienced in coaching & delegating to staff
• Good written and oral communication skills (confident dealing with Lawyers, Bankers, Investment Managers and HMRC etc, able to produce accurate well presented letters, reports and schedules).
• Able to network and market effectively
• Flexible working attitude. Must be able to work on a number of clients' affairs at the same time.
• Organised and methodical manner.
• Good IT skills - including proficient use of Excel and Word.

Job Offer

Salary package: A competitive salary.

Annual salary review & discretionary Bonus.

Holidays: 27 days per year.

Health Insurance

Pension