Private Client Tax Manager - Trust and Family Office

My client are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. As a Private Client Tax Manager, within the Trust and family office team you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects a large portfolio including billing, delegation and monitoring work in progress. Responsibilities: • 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. Requirements: • CTA/ACA/ACCA qualified or equivalent • Proven experience managing private client portfolios in a professional services setting. • Strong knowledge of personal tax compliance and advisory work. • Relevant practice experience Benefits: • Hybrid/ flexible working options • 25 days annual leave + bank • Social events • Private Medical and Health Insurance • Pension Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful