Our client is seeking a Tax Manager situated in Jersey to support the rapid growth of their private client offering within the Family Office and Private Client tax team. This full-time position will allow you to maintain a diverse portfolio of high net worth and ultra-high net worth individuals, managing the structures they use to oversee their wealth. You will report directly to the Head of Family Office and Private Client and work closely with other areas of the wider Tax department. In this role, your primary focus will be on providing tax reporting and compliance services while delivering regular advice to clients. Additionally, you will engage in external-facing responsibilities, thus gaining exposure to business development opportunities and networking, which are critical to the continued growth of our client’s private client practice.
JOB DUTIES:
- Regularly review written tax advice in the form of memos, letters, reports, and email correspondence.
- Manage a diverse portfolio of individual clients and oversee the tax reporting cycle for those clients, including both Jersey and UK tax affairs.
- Develop strong and trusted relationships within the Jersey fiduciary and private client market by attending business events and hosting training sessions on private client-focused topics.
- Prepare proposals and tender documents for new client relationships and engagements.
- Identify and support business development opportunities while building confidence and skills in external networking and client engagement.
- Manage engagement-specific finances, including oversight of work in progress, billing, cash collection, and job budgeting.
- Build strong internal relationships with leadership and management across other service lines, such as international, corporate, and business services teams.
- Act as a central point of contact for communication with clients, providing expert advice on tax implications arising from their affairs.
- Stay informed on changes in local and international tax matters, assisting with the production of news bulletins for clients.
- Mentor and coach junior team members by providing feedback and relevant training.
JOB REQUIREMENTS:
- Excellent communication skills with the ability to effectively engage with clients and internal stakeholders.
- A strong sense of initiative and proven ability to manage large and varied projects with resilience, especially under pressure.
- Previous experience in a practice accounting environment with familiarity in client onboarding and risk management procedures.
- Qualified ACA, CA, ACCA, CTA, ATT, or equivalent.
- Competent knowledge of Jersey and UK personal tax issues, including income, capital gains, inheritance, and other taxes.
WHAT YOU’LL LOVE:
The role offers a competitive remuneration package commensurate with qualifications and experience, hybrid working conditions, and an open-door policy, along with opportunities for secondments abroad. Our client promotes a healthy work-life balance with flexible vacation schemes, medical and pension schemes, and a well-established corporate social responsibility program that underscores their commitment to employee wellbeing.
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