Sumer logo
SumerPosted 2 months ago

Tax Manager - Private Client

HybridBrighton, England, United Kingdom or Worthing, England, United Kingdom

Full TimeSenior LevelLarge

Job Summary

Senior-level Private Client Tax Manager role focusing on managing a portfolio of high-net-worth individuals, families, trusts, and business owners. Deliver estate planning, inheritance tax and capital gains tax strategies, and trust taxation; oversee complex self-assessment and trust returns; provide wealth-preservation guidance; support trust creation and administration; collaborate with Partners to deliver integrated tax and financial planning solutions; and lead junior team members with line-management responsibilities. Strong emphasis on advisory as well as compliance work, with opportunities to advance in a multi-office, hybrid working environment.

Required Qualifications

  • Proven experience working within Private Client Tax
  • Experience managing advisory and compliance for high-net-worth individuals, families, and trusts
  • Strong knowledge of inheritance tax, capital gains tax, trusts, and estate planning

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce