Senior Manager / Director - Private Capital Tax

Private Capital Tax SM / Director - London

This rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business.

They've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients.

Responsibilities:

• Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm's Private Capital advisory business.
• Act as a client relationship point of contact for significant Private Equity and other related clients.
• Be responsible for undertaking Strategic Reviews and related assignments for key clients and will be expected to be a Board level influencer.
• Win new clients through networking and business development together with the wider Private Equity sector group and mutual professional contacts.
• Act as a key point of contact within the Firm for the client who will generally be an active investor with complex advisory and reporting requirements.

• Responsibility for tax planning and complex tax issues with a Private Equity focus on investments in alternative asset classes either directly or via family vehicles, e.g. companies and trusts.
• Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to private equity, non-doms and offshore trusts.
• Profitably manage a small portfolio of complex clients.
• Be involved in the team, supporting your peers from a technical perspective, and developing the next generation of advisers.
• Develop, execute and manage the account development for own client portfolio.
• Contribute to the tax group's sales and marketing activities in developing new work wins especially in the Private Equity market.

We're looking for someone with:

• Maintain an in depth, up to date, knowledge of relevant aspects of Private Client taxation.
• Acknowledged as an expert in their specialist field and able to deal with complex tax issues.
• Educated to degree level; and/or CTA and/or ACA qualified or equivalent.
• Demonstrable appropriate post qualified experience.

If this is something of interest please get in touch with Alex Teow on 07765 25 1227 or email [email protected]

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