Tax Manager, Private Client Tax

Overview

In this role you will deliver high-quality personal tax compliance for a varied client base, including high-net-worth individuals and cross-border matters, while providing tax advisory support throughout the year. You will work with a close-knit International Private Client team to manage compliance, deliver planning advice, and liaise with clients and stakeholders. The position offers mentorship from senior staff and exposure to complex tax considerations in a respected, values-driven firm. You’ll contribute to timely tax returns, client communications, and learning from experienced partners to grow your private client expertise.

Pay / Benefits

• 35-hour working week with hybrid policy (home up to 3 days)
• contributory pension scheme
• 25 days annual leave
• Life Assurance cover
• flexible benefits and family-friendly policies
• Profit-Sharing Plan eligibility

Responsibilities

• Deliver all aspects of the tax compliance cycle for your client portfolio on time
• Prepare tax returns for a complex and varied client base
• Prepare written correspondence for clients and handle HMRC interactions
• Engage directly with clients, family office representatives and other stakeholders; attend client meetings
• Collaborate with managers, senior managers, directors and partners to deliver tax advice and planning
• Monitor WIPs and budgets; ensure work is billed on completion and debts are chased

Key requirements

• Experience running the compliance cycle for a portfolio of clients
• Excellent organizational and prioritization skills to meet deadlines
• Experience providing ad hoc tax advice (inheritance, capital gains tax, non-dom planning)
• Some experience working with international clients
• Professional services background
• Confident communicator with colleagues, partners and clients
• Ability to work on own initiative and as part of a team
• High attention to detail; timely delivery
• Excellent IT skills
• Educated to at least A-level; ideally graduate level; CTA qualification preferred

• positive and enthusiastic attitude
• strong motivation and commitment
• clear communication skills
• personal tax compliance
• tax advisory and planning
• inheritance tax

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