​Private Client Tax Manager – Clear Progression

Overview

In this Private Client Tax Manager role, you will manage a personal portfolio and collaborate with partners on advisory projects. You will tackle income tax, capital gains, IHT planning, residence and domicile issues, and UK/offshore trust work, balancing compliance with strategic advisory work. You’ll develop junior team members while maintaining direct client relationships. The firm offers a partner-led, collaborative culture with a clear path to Senior Manager and a flexible hybrid work model. This is an opportunity to influence client outcomes in a supportive, growth-focused environment.

Pay / Benefits

• flexible, hybrid working model
• clear progression path to Senior Manager
• low on hierarchy
• direct access to partners
• supportive development of team
• strong internal promotion culture

Responsibilities

• Manage own client portfolio and work with partners on advisory matters
• Handle income tax and capital gains tax matters
• Review self-assessment returns
• Conduct inheritance tax planning
• Address residence and domicile issues
• Work on UK and offshore trust matters
• Structure and plan for individuals moving to/from the UK
• Support and develop junior team members and maintain client relationships

Key requirements

• collaborative
• strong communication
• client relationship management
• private client tax
• income tax
• capital gains tax

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