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Permanent

Personal Tax Manager

Bolton
money-bag 50000.00-50000.00 Annual
3081505380
Posted Yesterday

OverviewK3TA are looking for an experienced Personal Tax Manager to join our growing Family and Wealth team. This is a senior, client-facing advisory role. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients.You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff.This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged.This position is particularly suited to someone who wants exposure to complex advisory work rather than volume compliance.Key Responsibilities:Advisory Project WorkPreparing advisory reports and leading client callsAdvising on all points of UK tax in relation to internationally mobile HNWI''s, often on short time scales ahead of business exits.Supporting IHT and BPR reviews and preparing technical analysis for director sign-offCo-ordinating international tax matters with our international contacts and UK tax residence planning projectsAssisting with structuring, family wealth planning and business exit planningTechnical Review and Decision-MakingYou will be expected to act as a technical reviewer for personal tax matters within the team. This includes:UK personal tax planningStatutory ..... full job details .....

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