Job Title: Private Client Tax Advisor
Location: City of London - hybrid working module avialable!
Salary: £55,000 - £65,000 (dependent on experience) + benefits package!
The Role:
I’m on the hunt for a bright and enthusiastic Private Client Tax Assistant Manager/Manager to work within my clients Private Wealth & Estates Group, which provides a wide range of strategic advisory and accounting services to private clients and their businesses. The successful candidate will predominantly support partners and directors to provide tax and other financial advisory services to the group’s clients. Responsibilities include:
*Manage a varied portfolio of UK and international trusts, estates, and high net worth individuals, ensuring accurate and timely tax compliance.
*Prepare and review annual trust tax returns, estate accounts, IHT returns, and related filings, including 1041s/SA900s (if relevant to the firm’s remit).
*Advise trustees, beneficiaries, and family offices on complex tax matters including trust structures, distributions, residence, domicile, and inheritance planning.
*Conduct technical research to interpret legislation and HMRC guidance, providing clear written advice and reports for clients and partners.
*Oversee the preparation of trust accounts, ensuring accuracy, correct allocation of income/capital, and compliance with regulatory requirements.
*Support partners with tax planning projects, restructuring, and succession planning for UHNW families and landed estates.
*Liaise proactively with HMRC regarding queries, disclosures, and compliance issues, maintaining strong professional relationships.
*Mentor junior team members, reviewing their work and contributing to internal training on trust taxation and private client updates.
Successful candidates will have the following:
*Enthusiastic and technically capable, with excellent interpersonal and organisational skills.
*ACA/ACCA qualified.
*Able to manage deadlines and run multiple projects concurrently.
*Be self-motivated, display a positive approach and can get things done.
*Establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
*Possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax and corporate compliance deadlines.
*Experience in managing a demanding portfolio with a range of clients, reporting to multiple stakeholders simultaneously.