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Private Client Tax Manager

Cedar Recruitment
Posted a day ago, valid for a month
Location

London, Greater London EC3V 3LA, England

Salary

£75,000 per annum

Contract type

Full Time

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

Private Client Tax Manager - London

Up to £75,000

Role Summary
A mixed compliance and advisory role, focusing on non-UK domiciled cases. The role involves managing a portfolio of compliance clients, supporting private client partners with advisory work, and overseeing staff management and development.

Key Responsibilities

  • Managing a portfolio of personal tax clients, including non-doms, HNWIs, sole traders, partnerships, and offshore trusts.
  • Supporting partners with advisory projects, including IHT planning, residence issues, pre-arrival planning, and offshore structures.
  • Preparing and attending client meetings, setting budgets, and ensuring timely, cost-effective delivery.
  • Liaising with clients on inheritance tax, income tax, capital gains tax, and related matters.
  • Corresponding with HMRC on enquiries and disclosures under the digital disclosure facility.
  • Overseeing tax return preparation and reviewing staff-prepared returns for approval and filing.
  • Managing routine correspondence, organising workloads to meet deadlines, and ensuring excellent client care.
  • Monitoring billing, chargeability, and time budgets, and contributing to internal management meetings and business development.

Qualifications & Skills

  • CTA qualification (minimum).
  • At least 5 years' experience in private client tax, with expertise in non-doms and offshore structures.
  • Strong client-facing skills and confidence in meetings.

Apply now in a few quick clicks

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