Private Client Tax Manager

Job title:

Private Client Tax Manager

Company

Lusona Consultancy

Job description

Our client is a market-leading CA firm committed to delivering exceptional value to their clients. The Private Client team provides comprehensive tax advice to high-net-worth individuals, partnerships, global families, UK and offshore trusts, and entrepreneurial businesses.Role Overview:The firm are seeking a highly motivated and experienced Private Client Manager to join their growing UK team. The ideal candidate will have a proven track record of advising clients on complex tax matters and a passion for delivering exceptional client service.Responsibilities:

• Develop and maintain strong relationships with high-net-worth individuals, families, trusts, and entrepreneurial businesses
• Provide expert tax advice across a range of areas, including personal tax, capital gains tax, inheritance tax, and international tax
• Manage a diverse portfolio of client engagements, ensuring timely and accurate delivery of services
• Collaborate with other teams within the firm to provide holistic solutions to clients’ needs
• Stay up-to-date with the latest tax legislation and industry trends

Qualifications and Experience:

• ACA and/or CTA qualified, or overseas equivalent
• Extensive experience in advising high-net-worth individuals and families on complex tax matters
• Experience of working with international clients would be highly advantageous
• Strong project management and communication skills
• Proven ability to build and maintain strong client relationships

Benefits:

• Up to £65,000 (DOE) + Bonus + Benefits
• Flexible and Hybrid working options (3 office days per week)
• Opportunities for professional development and growth
• Collaborative and supportive work environment
• Opportunity to work with clients from across the UK and beyond

If you are a talented and driven Private Client Manager looking for a challenging and rewarding career, we encourage you to apply. Contact Lynsey Kerr on 07960 874 969 or lynsey@lusona.co.uk

Expected salary

£50000 – 65000 per year

Location

Glasgow

Job date

Wed, 23 Oct 2024 06:33:10 GMT

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