Private Client Tax Associate Director - Top 10 - Morgan McKinley

New Yesterday

Job Description

A Top 10 Accounting Practice located a short walk from Bank station is recruiting for a Private Client Tax Associate Director

In this key position in the Private Client Tax team, you will own and manage your portfolio, whilst also overseeing your teams portfolio; ensuring that workflows are in place, revenue and profitability targets are achieved and junior colleagues are supported in their training & development.

Your responsibilities will include:

  • Managing your own smaller portfolio of HNW/UHNW clients
  • Responsible for managing aspects of compliance, whilst mainly delivering advice on a wide range of Tax matters
  • Seeking to continually build and develop new and existing client relationships
  • Actively involved in Business Development, networking and marketing the firms services
  • Manage communication with clients, HMRC and other external parties such as Wealth Managers, Legal teams and more
  • Support junior colleagues with their continued technical and soft skills training
You will be CTA or ACA qualified with demonstrable experience as a Private Client Tax Senior Manager or Associate Director. Mixed Tax experience would be considered given the different tax matters impacting their clients.

Flexible / agile working, yearly discretionary bonus, and much more!
Location:
London
Job Type:
FullTime
Category:
Finance And Insurance

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