Private Client Specialists apply now!

City of London
£50000 - £60000 per annum
09 Jan 2013
08 Feb 2013
James Dowdeswell
Job Role
Accountant, Tax
Contract Type

Salary - Negotiable on experience.

This London based top 10 accountancy practice is looking for a Private Client Manager with a strong advisory experience which will include trusts, CGT, IHT, non-domiclie and residence issues and income tax planning.

Duties will include but are not limited to:

* Managing a portfolio of clients.
* Supervising the annual compliance cycle on your portfolio whilst preparing IHT and probate returns and Charity Commissioners' Returns
* Providing advice to clients and contacts for planning opportunities pertaining to CGT, IT and IHT.
* Engaging potential clients with your business development skills.
* Reporting to the Tax Director.

The ideal candidate will have an equal experience in both trusts and Private Client management. You will be expected to maintain a good interaction with your clients providing an exemplary advisory service.

The successful applicant will be either CTA or STEP qualified.

If this position for a Private Client Manager is of interest to you please contact James Dowdeswell on +44 (0)207 269 6325 or send your CV in to
ProTax is acting as an Employment Agency in relation to this vacancy.

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