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Private Client Tax Manager

Morgan McKinley
Posted 3 days ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£45,000 - £54,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Top 6 Accounting Practice is seeking a Private Client Tax Manager for their Central London office, conveniently located near Bank and St Paul's stations.
  • The role involves managing a diverse client portfolio, including sole traders, high-net-worth individuals, and trusts, while ensuring compliance and delivering tax advisory services.
  • Candidates should be CTA and/or ACA qualified with experience in managing a wide-ranging client portfolio and providing planning and advisory work.
  • The position offers a hybrid working policy and includes responsibilities such as preparing reports, attending client meetings, and engaging in business development.
  • The salary for this position is competitive, and applicants should have significant experience in a similar role.

A Top 6 Accounting Practice is recruiting for a Private Client Tax Manager to join their team in Central London, located a short distance from Bank and St Paul's stations

As a Tax Manager you will be responsible for a client portfolio, including the associated compliance work, delivery of tax advisory and identifying planning opportunities, as well as supervising junior team members

Responsibilities as a Tax Manager include:

  • Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non-UK domiciliaries, non UK residents, partnerships and trusts
  • Ensuring all associated compliance and administration on the portfolio is completed
  • Delivering a wide range of tax advice
  • Identifying possible planning possibilities
  • Preparing reports and attending client meetings
  • Proactively be involved in business development

You will be CTA and/or ACA qualified and able to demonstrate experience managing a wide ranging portfolio of clients, as well as having experience with planning/advisory work.

This firm operates a hybrid working policy

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.