Company

Joseph PotterSee more

addressAddressLeatherhead, Surrey
type Form of workPermanent
salary Salary£55,000 - £65,000 per year
CategoryBanking

Job description

  • Private Client Tax Manager to join a leading firm in Leatherhead.
  • Mix of both compliance and advisory work on offer.

About Our Client

A leading employer across the region. This firm has a great reputation for the working environment they offer alongside the challenging work they can provide to keep you continually progressing, with packages and rewards on offer that positively reflect individual and business performance.

Job Description

Joining as Personal Tax Manager in the firms offices in Leatherhead, you will look to develop tax advisory and planning opportunities a for a Personal Tax focused client base of HNWIs, directors of OMB/large corporate clients, trusts, landed estate, property related, professional services and wider clients. The partners and directors of this highly successful firm, have identified a significant opportunity for the right client facing and relationship focused tax professional to develop varied and complex planning and tax advisory services, across capital taxes, IHT and trusts etc and play in a key role in the future growth, direction and development of this key service line within the firm. You will be responsible for a identifying opportunities for planning across the client base, building relationships and delivering tax solutions. With the growth of the business, excellent prospects for longer term career progression and development are on offer for career focused individuals looking to progress in their tax career.

The Successful Applicant

  • ACA, ACCA, ATT and/or CTA qualified.
  • Proven experience in managing a portfolio of high net worth clients.
  • Experience working in Personal or Mixed Tax, in a firm of Chartered Accountants at the Manager or Assistant Manager level.
  • Prior tax advisory experience is desirable but not mandatory.
  • Strong interpersonal skills with the ability to develop and maintain client relationships.
  • Outstanding organisational skills and the ability to manage multiple projects.

What's on Offer

  • Salary circa £55,000 - £65,000 per annum.
  • Standard benefits package including generous holiday leave.
  • A collaborative and supportive company culture promoting professional growth.


For more information on this role, remuneration package or benefits, please contact Joseph Potter on 07773478653.

Contact
Joseph Potter
Quote job ref
JN-092023-6188693
Phone number
+44 148 330 7618
Refer code: 2789723. Joseph Potter - The previous day - 2024-02-14 07:52

Joseph Potter

Leatherhead, Surrey

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