PEM
Tax Manager (Advisory) – Private Clients
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Are you ready to take the next step in your tax career with a firm that values innovation, client care, and professional excellence?
Join a thriving and forward-thinking firm as a Private Client Tax Manager, with a focus on assisting with the provision of tax advisory projects for high-net-worth clients. In this role, you will work closely with HNWIs, Owner Managed Businesses (OMB), Partnerships and Trusts. With a large majority of your time focusing on providing bespoke advisory projects, identifying new business opportunities, and mentoring and supporting junior members of the team. You will assist in delivering strategic personal tax advice as well as supporting Partners and directors with business development and meeting the teams 2030 strategy.
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Key Requirements:
- Qualifications: CTA qualification. Other recognised accounting qualifications (STEP, ACA, or ACCA) will also be considered, provided they have proven post-qualification experience in personal tax advice.
- Skills:
- Strong technical expertise in personal tax advisory.
- Effective project management and team development skills.
- Excellent written and verbal communication.
- Ability to build strong client relationships.
- Commercial awareness to identify business growth opportunities.
- Commitment to continuous learning to stay up to date with legislative changes.
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