Private Client Tax Manager – Tunbridge Wells

Overview

In this Private Client Tax Manager role, you will oversee a client portfolio with a focus on personal tax returns for individuals, trusts, and estates, while providing tax advisory guidance. You’ll engage in planning for inheritance taxes and non-doms/non-res, and support high-net-worth clients, including private equity executives. You’ll also mentor junior team members and contribute to a culture that values excellent client service and work-life balance. This is a collaborative, award-winning firm with a strong emphasis on employee wellbeing and team spirit.

Pay / Benefits

• flexible hours
• hybrid working
• generous pension
• team socials
• gifts and rewards
• stunning open plan offices

Responsibilities

• Manage a portfolio of private client clients, including individuals, trusts and estates
• Review personal tax returns and related compliance
• Provide tax advisory services (inheritance tax planning, trust non dom/non res advisory)
• Advise high-net-worth individuals including private equity executives
• Support and mentor junior team members
• Contribute to a culture of excellent client service and collaborative working
• Participate in team socials and flexible/hybrid work arrangements may be offered

Key requirements

• CTA or ACA qualification
• Solid background in private client tax
• Experience with trusts and estates, inheritance tax planning, non-doms/non-res preferred
• Strong communication and client service skills

• team leadership and mentoring
• strong communication
• client-focused mindset
• private client tax advisory
• inheritance tax planning
• trusts and estates

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