Manager in Private Client Tax Services

Grow your expertise as a Private Client Tax Manager within a niche of high-net-worth individuals. This role centers on comprehensive tax supervision and personalized advisory services.

As a strategic manager, you will oversee a varied portfolio consisting of high-net-worth and ultra-high-net-worth clients. Your solid five years of experience in personal tax will be essential in leading a small team, ensuring compliance, and performing critical research. Additionally, you will advance training efforts to enrich the tax advisory offerings.

Key Responsibilities:

• Oversee custom tax return management for private clients

• Guide Tax Seniors and Trainees in their development

• Initiate training efforts and implement departmental programs

• Partner with Tax Partners for growth strategies

• Maintain knowledge of tax regulations and market practices

Requirements:

• ATT or CTA qualifications

• 5+ years’ experience in personal tax

• Strong practice background

• Demonstrated team leadership abilities

• Expertise in technical research

Join a dedicated team impacting high-net-worth client success through tailored tax solutions.
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