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About the Role

This is a newly created position supporting a leading mid-tier firm of chartered accountancy practice in their search for a Private Client Tax Manager. The role offers genuine long-term career prospects within a thriving and expanding Private Client Tax department, working within a collaborative and highly technical team to advise high net worth individuals, entrepreneurs, families, and trusts on bespoke tax planning solutions.

Responsibilities

Manage a portfolio of high net worth and ultra high net worth private clients.
Deliver proactive tax planning and advisory services across a wide range of private client tax matters.
Review and oversee personal tax compliance whilst maintaining a strong advisory focus.
Advise clients on residency, domicile and international tax issues, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules.
Advise on historic non domicile, remittance basis and mixed fund matters.
Provide guidance on the UK Statutory Residence Test and double tax treaties.
Advise on UK and offshore trust structures, succession planning and wealth preservation.
Deliver Inheritance Tax planning advice, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other available reliefs and exemptions.
Advise on property holding structures and Family Investment Companies.
Support clients through HMRC enquiries and respond to HMRC nudge letters.
Prepare high quality technical reports and present complex advice in a clear, commercial manner.
Manage client relationships, budgets, fee estimates and billing.
Support and mentor junior members of the team while working closely with Partners and Directors on advisory projects.

Requirements

CTA qualification
At least two years' post qualification experience.
Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice.
STEP qualification would be advantageous.
Excellent technical knowledge across private client taxation.
Strong report writing and advisory skills.
Experience managing billing, fee estimates, budgets and client expectations.
Excellent communication and relationship building skills.
A stable career history with a genuine desire to build a long term career within a growing team.

Skills

Private client tax
Tax planning
Advisory services
Personal tax compliance
Residency and domicile issues
International tax
Trusts
Succession planning
Wealth preservation
Inheritance Tax planning
HMRC enquiries
Technical reporting
Client relationship management
Budget management
Fee estimation
Billing
Team support and mentoring
Communication skills
Relationship building skills

Location

Sidcup

Work Type

Hybrid
Flexible working

Experience Level

At least two years' post qualification experience

Education Level

CTA qualification
STEP qualification

Salary/Compensations

£60,000 to £75,000

Benefits

Comprehensive benefits package
Ongoing professional development and technical training
A collaborative, supportive and inclusive working environment

About the Company

TPF Recruitment is supporting a leading mid tier firm of chartered accountancy practice.
The firm is a leading mid tier firm of chartered accountancy practice.
The firm is a growing mid tier firm.