Overview
As Private Client Tax Manager you join a leading private client tax team delivering high‑end advisory and managing a diverse compliance portfolio focused on non‑UK domiciled individuals. You will support seven partners on detailed planning work involving IHT, trusts, and offshore restructuring, while handling HMRC disclosures and bespoke residence/remittance guidance. This client‑facing role involves managing a portfolio of HNWIs and overseeing junior staff, with opportunities to shape the firm’s private client proposition. You’ll work within a culture of technical excellence and collaboration, with clear progression toward Senior Manager and beyond.
Pay / Benefits
- range of benefits
Responsibilities
- Manage a portfolio of high‑net‑worth clients including entrepreneurs, family offices and trustees
- Lead complex planning work on IHT, trusts (UK and offshore), and non‑UK domiciled issues
- Handle enquiries, disclosures, and reporting under HMRC’s digital disclosure facility
- Provide bespoke advice on residence and remittance issues
- Oversee junior staff and contribute to internal management meetings
- Support partners on strategy and contribute to shaping the private client proposition through networking and thought leadership
Key requirements
- Experience in private client tax with high‑net‑worth clients
- Experience in IHT, trusts, and offshore structures
- Knowledge of non‑UK domiciled individuals and residence/remittance issues
- Client‑facing advisory and compliance delivery
- People management or mentoring of junior staff
- Willingness to participate in business development and thought leadership
- client‑facing communication
- relationship building
- mentoring and leadership
- IHT planning
- UK and offshore trusts
- residence and remittance planning
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