Tax Manager - Private Client
About the team
The South Region Private Business tax practice has already made some strategic senior hires and combined with home-grown talent at Senior Manager and Director and some high profile partners moving into the region, Private Business in the South East is set to achieve significant growth over the next few years.
Private Client sits as a specialist part of the Private Business team integral to the regional growth strategy and regularly working closely with corporate tax specialist colleagues on engagements. For these Manager roles, experience of delivering advisory and compliance work to private individuals and their businesses is required, as well as the kind of skills that any Manager in practice would be expected to display: portfolio management, delegation, day-to-day client handling etc. A track record of work-winning is highly desirable.
About the role
We are focused on individuals with a track record of advising high net worth individuals, their families and trusts (both onshore and offshore). Knowledge and experience of delivering advice on capital taxes (inheritance tax) and working with individuals domiciled outside of the UK and offshore trusts is desirable, but more importantly an ambition to expand existing knowledge and work with some of the UK’s wealthiest taxpayers.
You will also be expected to show an awareness of wider business and economic issues generally.
The roles will predominately be to support the senior team in servicing existing clients and growing the business. In addition to becoming involved with existing clients, an enthusiasm to win work and build the business is key. Projects will be varied and wide ranging from conventional UK estate planning and business property relief to complex offshore trusts and the interaction with UK anti-avoidance legislation. You will receive full support from the Partners, Directors and Senior Managers and from internal technical specialists based in the region and nationally.
PwC exists to solve important problems. These roles provide exciting opportunities to do just that for some of the most dynamic businesses in the market.
Essential skills and experience
Practice-trained finance professional with a relevant professional qualification (e.g. ACA/ACCA/CTA)
Experience of advising high net worth individuals, trusts and estates on a variety of tax matters. Knowledge of the UK tax regime for non-domiciled individuals and experience of advising on non UK trusts is desirable.
Proven skills in portfolio management, delegation and assignment management credentials
Strong interpersonal skills including experience of client handling and sustaining relationships over a period of time
Business acumen, in terms of an interest in and understanding of broader business issues and an enthusiasm for developing this further in the private business market
Analytical skills and an ability to solve complex problems in a collaborative and creative way