Private Client Tax Manager Location: London Contract: Permanent Salary: £60,000 - £75,000 per annum (dependent on experience) Start Date: Flexible*Hybrid Working* Contact:
Job DescriptionService Care Solutions are currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Private Client Tax Manager to join the team on a permanent basis. This is a mixed compliance/advisory role which will involve a high percentage of non- UK domicile cases. Running a portfolio of compliance cases along-side supporting seven private client partners with advisory work. There will also be staff management and development involved.
Main Responsibilities
1. Responsibility for a mixed portfolio of personal tax clients, including specifically non-doms, HNWIs, sole-traders, partnerships, and offshore trusts.
2. Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning (including UK trusts), residence, pre-arrival planning, offshore structures (involving offshore trusts and companies) and planning work in anticipation of the new rules for non-doms from 6 April 2025.
3. Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget.
4. Liaising with clients on routine and ad-hoc assignmen...