Personal Tax Advisory Assistant Manager

Overview

If you’re a personal tax CTA looking to move into an advisory-focused role, our client offers the opportunity to handle high quality private client tax planning work from their offices in either Canterbury or Chatham. There’s also scope to homework a couple of days a week.

You’ll work closely with high profile partners and senior managers, providing ad hoc income and capital taxes planning advice to HNW families, entrepreneurs and business owners. This is an advisory-focused role (90%), requiring the CTA qualification and a strong technical understanding of CGT, IHT and income tax issues. Some previous personal tax planning experience would be helpful but is not essential.

As this is very much a client-facing role, excellent communication and relationship management skills are essential.

Salary will be dependent on experience, but is likely to be in the region c.£50k-£60k + bens.

This is a super opportunity to leave most of the tax return work behind and to progress your personal tax career in the HNW planning field. To find out more and to request a full job description, please email michael quoting reference 5189.

This role is advisory-focused (approximately 90%) and includes:

• Provide ad hoc income and capital taxes planning advice to high net worth families, entrepreneurs and business owners.
• Work closely with partners and senior managers to deliver high quality private client tax planning.
• Engage in client-facing discussions to understand financial goals and offer tailored tax planning solutions.

Required:

CTA qualification; strong technical understanding of CGT, IHT and income tax issues.

Preferred: some previous personal tax planning experience (not essential).