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Morgan McKinley
London, United Kingdom
(on-site)
Posted
4 days ago
Morgan McKinley
London, United Kingdom
(on-site)
Job Function
Accounting/Finance
Private Client Tax Manager - Top 15
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Private Client Tax Manager - Top 15
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
A Private Client Tax team in a Top 15 Accounting Practice in London is recruiting for a Private Client Tax ManagerThis is a medium sized and established Tax team that supports and advises HNW and UHNW individuals. In this position, your role will be advisory leaning (roughly 75%/25% compliance), and you'll be tasked with managing a small group of juniors and trainees.
Role:
- Managing your own portfolio of clients with responsibilities for communication, queries, managing WIP and billing
- Delegating work to junior team members, reviewing returns and providing support where required, particularly on complex cases
- Deliver advice on a wide range of matters including Trust and Estates, pension planning, profit extraction, international aspects including pre-arrival and pre-departure planning
- Actively involved in business development with new and existing clients, including attending new client meetings and marketing the firms services
- CTA qualified with ATT and/or ACA
- People Management
- Delivery personal tax advice on a wide range of matters
Job ID: 79884818
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