Top 10 firm are looking for a Private Client Tax Manager to join one of the firm’s largest tax and wealth management teams in Milton Keynes.
The team is close knit, and works collaboratively in a full range of private client and family office type appointments involving individuals plus their trusts and other wealth management vehicles, both onshore and offshore. We are also involved in driving technical and service innovation within the firm. .
It is an opportunity for personal development in a growing and highly successful business which can provide you with great technical and client experience, the opportunity to influence the development of the private client business and career development opportunities, all within a great working environment.
The role
As a Manager within the highly skilled tax and wealth management teams in the Central region your role will be mainly advisory focussed. Based in Milton Keynes, you will work closely with the senior tax team to deliver a high quality tax service to private clients, family offices and entrepreneurs building up your own knowledge and expertise in the tax department.
In addition, you will be responsible for the delivery of a portfolio of recurring client work, mainly compliance, including owner-managed businesses and their shareholders, people with inherited family wealth, trusts and company directors. You will have a wider team who will assist you in compliance work.
Client base
The portfolio of clients within the team is diverse and includes as number of high net worth individuals and families, serial entrepreneurs and trusts. The team in Milton Keynes have a leading role in the Firm’s international tax service so a large number of the clients require international tax advice.
You
• Private client tax bias;
• CTA qualified (or equivalent)
Recommend a Friend’ and receive from £250 to £500 (Role Dependant) worth of High Street Vouchers of your choice
Do you know anyone who is looking for a new role? If you refer a friend or colleague to us and we successfully find them a new job, we will send you from £250 to £500 (Role Dependant) worth of High Street vouchers of your choice.
If you know anyone who has a background in Finance or HR then please do pass their contact details to us and we will have an informal chat with them about how we can help them.
It is Forrester McKenzie's policy, as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained.
Forrester McKenzie is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients
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