Private Clients Compliance Manager/senior Manager

Deloitte UK

Not specified; not specified; competitive reward p...
Income tax return preparation
Portfolio management of private clients
Reviewing junior team member work
The role involves managing the income tax compliance aspects of a portfolio including high-net-worth individuals and trusts

Job Summary

  • The role involves managing the income tax compliance aspects of a portfolio including high-net-worth individuals and trusts.
  • Deloitte Private aims to connect aspiration to expertise by delivering personalized solutions and minimizing potential compliance issues.
  • The company offers competitive rewards, health and well-being support, pension, savings, training, coaching, and enhanced leave options.

Matching Summary

The role involves managing the income tax compliance aspects of a portfolio including high-net-worth individuals and trusts.

Salary

Not specified; Not specified; Competitive reward package with benefits

Skills & Requirements

Must-have

  • Income tax return preparation
  • Portfolio management of private clients
  • Reviewing junior team member work
  • Staying updated on tax legislation changes

Nice-to-have

  • Experience with offshore funds and trusts
  • Knowledge of High Income Earner Restriction
  • Strong interpersonal client relationship skills
  • Ability to work under pressure

Key Requirements

  • Professional qualification (ACA, ACCA, or CTA)
  • Proven experience in income tax compliance
  • Experience with estates and trusts

Work Rights

Not specified

Tailored Resume

Cover Letter