Private Client Tax Manager

The role

As a Manager within the Trust and Family Office team you will responsible for;

• Managing individual HNW client relationships, including trustees and executors, as their primary point of contact.

• Reviewing annual compliance cycle of trust and estates accounts, and tax returns.

• Drafting complex tax advisory reports for Directors and Partners.

• Advising on CGT, IHT, domicile/residence issues and the use of trust/company structures.

• Working closely with leading Senior Managers, Directors and Partners where required, and assisting with business development opportunities where appropriate.

• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

A note from the Hiring Manager

“You will be joining a forward-thinking, progressive office with a supportive and friendly atmosphere. The role provides an exciting opportunity for a talented senior to become involved in a diverse and interesting client portfolio. Excellent on-the-job training will be provided, together with the opportunity to advance your career within a dynamic business.”

What's in it for you?

Coming up with a strict set of rules that work for every team and individual in a business as diverse as ours isn’t possible. Instead, we have a framework to find ways of working that give us individually and collectively a great experience, while continuing to provide the highest quality service to our clients when and where they need us. This is inclusive of:

• Hybrid working– where teams are working together in multiple locations i.e. our office, a client site, their home or somewhere else

• Synchronous/Asynchronous working– using the office or technology to work together at the same time / using technology and different ways of working to work at different times to colleagues.

• Smarter working– finding simpler, more efficient ways of delivering services to clients and working together as a team. These can be tech-enabled but may also be simple changes to our processes

• Flexible working– a temporary or permanent change to someone’s terms and conditions which fixes a working pattern different to the standard contract

Pension – Looking after your future self when it’s time to step back and relax.

25 days annual leave + bank holidays – Time to focus on what’s important to you.

Private Medical Insurance – Taking care of your health. One less thing to worry about.

Permanent Health Insurance – Financial protection in the event of illness or injury.

Life Assurance – 4 x times salary, our family is important to us, and so is yours.

Employee Referral Bonus – We’re always looking for talented individuals to join our family.

Employee Benefits Portal – Cashback and vouchers on everyday purchases.

Extensive Learning & Development Opportunities – Continuous development and support not only for your professional qualifications but also for your personal goals and aspirations, so we can grow together.

Opportunity to attend social events – Time to stop, pause and have fun.

Career Coaching – Better never stops. Sharing our time to make the best use of yours.