Family Office

Overview

As Manager in the Family Office & Private Client Tax Compliance team, you will manage a diverse private client portfolio, delivering high-quality personal tax compliance with a focus on trusts. You’ll build long-term client relationships and identify advisory opportunities while collaborating with the wider tax practice on complex projects. This role offers visibility within a market-leading team, with hybrid working and strong career development. You’ll establish yourself as a trusted trust specialist in a growing, well-regarded firm.

Pay / Benefits

• flexible hybrid working
• ongoing professional development
• career progression opportunities
• collaborative culture

Responsibilities

• Manage a varied portfolio of private clients and ensure high-quality personal tax compliance
• Lead trust compliance work including preparation/review of trust accounts and trust tax returns
• Prepare and review inheritance tax reporting
• Act as trusted adviser to clients and develop long-term relationships
• Identify opportunities to provide advisory support and value to clients
• Collaborate with colleagues across the tax practice on complex private client projects
• Contribute to projects involving capital gains tax, residence/remittance issues, and succession planning
• Support career development and knowledge sharing within the team

Key requirements

• Experience in Private Client or Personal Tax environment
• Strong experience managing personal tax compliance and complex tax returns for high-net-worth individuals, trusts, and estates
• Direct experience of trust compliance (trust tax returns, accounts, administration)
• ATT, CTA, ACA or ACCA qualified, or equivalent experience

• Client relationship management
• Proactive and commercially minded
• Strong technical communication
• Trust compliance (trust tax returns, accounts, administration)
• Personal tax compliance for high-net-worth individuals
• Capital gains tax knowledge

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