Private Client Tax Manager

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

Location: The City, GB

Posted Date: 1/15/2025