Private Client Tax Manager: Focused Wealthy Individuals and Advisory

Position: Private Client Tax Manager: Focused on Wealthy Individuals and Advisory
Take your career to new heights as a Private Client Tax Manager specializing in high-net-worth individuals. Embrace an engaging role with comprehensive tax supervision and advisory responsibilities tailored to client needs.

This managerial position involves managing a diverse portfolio of high-net-worth and ultra-high-net-worth clients. With a solid five years of personal tax experience in a practice environment, you will lead a small team, oversee tax compliance, and conduct critical research. Your contributions will help advance training initiatives and enhance the scope of tax advisory services offered.

Key Responsibilities:

• Manage custom tax returns for private clients

• Guide and supervise Tax Seniors and Trainees

• Lead training efforts and implement departmental programs

• Collaborate with Tax Partners for business growth

• Maintain current knowledge of tax regulations and marketing practices

Requirements:

• ATT or CTA qualified

• At least 5 years’ experience in personal tax

• Strong background in a practice setting

• Demonstrated leadership and team-building abilities

• Expertise in conducting impactful technical research

Join a dedicated team focused on delivering tailored tax solutions for high-net-worth individuals, significantly impacting client success.
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