Senior Manager – Private Client Tax, Hybrid, London

Overview

Senior Manager for private client tax in a London-based, hybrid role. You will lead high-value private client engagements, delivering strategic tax planning and compliant oversight for HNWIs, while mentoring teams and supporting business development. You’ll work with cross-functional advisors to drive tax efficiency and client satisfaction, shaping outcomes for a respected firm in personal tax.

Pay / Benefits

• Hybrid working options
• Generous holiday allowance
• Wellbeing initiatives
• Clear progression pathway to Senior Manager
• CPD and training support
• Prestigious client work at a Top 20 firm

Responsibilities

• Lead end-to-end personal tax compliance for high net worth individuals, including annual tax return preparation and HMRC submissions
• Develop and implement tailored tax planning strategies across income tax, CGT, IHT and related areas
• Advise on trusts, estate planning, business structures and lifetime gifts
• Serve as primary client contact for a high-value portfolio, fostering long-term relationships
• Collaborate with wealth managers, legal advisors, and accountants to deliver integrated solutions
• Mentor and supervise junior tax professionals, ensuring technical accuracy and client service
• Monitor changes in tax legislation and HMRC guidance to keep advice compliant
• Support business development through client acquisition, proposals, and thought leadership content
• Uphold firm policies and regulatory requirements, including ICAEW standards

Key requirements

• Minimum 10 years of experience in personal tax with private client advisory focus
• CTA or equivalent professional qualification
• In-depth UK personal taxation expertise (income tax, CGT, IHT, reliefs, exemptions)
• Experience advising HNWIs on trusts and estate planning
• Excellent communication, able to explain complex concepts to non-specialists
• Proven leadership and mentoring experience
• Strong organisational and time-management skills
• Proficiency in tax software (e.g., CaseWare, TaxCalc) and advanced Excel
• Commitment to CPD and ethical standards

• exceptional communication
• leadership and mentoring
• relationship-building
• CaseWare
• TaxCalc
• Advanced Excel

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