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Permanent

Private Client Tax Manager

Leatherhead
money-bag 75000.00-75000.00 Annual
3138848959
Posted 2 days ago

Private Client Tax ManagerLeatherhead, Surrey £75,000 - £85,000 + Hybrid Working and BenefitsA Private Client Tax Manager opportunity within a well-established independent firm in Leatherhead, known for its high-calibre client base and the quality of its private client relationships.This is a senior position within a well-established Private Client team advising high-net-worth individuals, entrepreneurs and family offices across Surrey and London.Many of the Private Client professionals we speak with are looking for exposure to high-calibre work and the opportunity to build trusted, long-term client relationships. This role certainly offers that level of involvement, combining complex compliance with meaningful advisory work.The RoleAs Private Client Tax Manager, you will take ownership of a portfolio while contributing to the continued development of the firm''s Private Client offering.You will be responsible for:Managing a portfolio of HNW and UHNW individuals, trusts and partnershipsDelivering high-quality compliance alongside complex advisory workAdvising on tax planning matters including IHT, CGT, residence and domicileBuilding and developing long-term client relationshipsIdentifying opportunities to add value across your client baseWorking closely with Partners on complex client mattersSupporting and developing junior team membersContributing to a collaborative and knowledge-sharing cultureAbout YouCTA, ACA, STEP or ATT qualifiedStrong background in Private Client Tax ..... full job details .....

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