Private Client Tax Manager

Overview

As Private Client Tax Manager, you oversee a portfolio of high-net-worth individuals and family clients, balancing compliance with strategic advisory. You’ll review team-prepared returns and lead complex planning with partners, contributing to bespoke projects from structuring to succession. The role offers leadership growth, mentorship, and strong collaboration within a supportive firm culture. You’ll benefit from hybrid working, clear progression, and a reputation for balance and trust that underpins high-quality client service.

Pay / Benefits

• hybrid and flexible working
• clear progression to Senior Manager (12–24 months)
• supportive, low-bureaucracy culture
• strong internal resources and collaboration
• stable, friendly team

Responsibilities

• manage a portfolio of high-net-worth clients including entrepreneurs and families
• oversee compliance and advisory work across income tax, capital gains, inheritance tax, residence and domicile planning, and trusts
• review and sign off on tax returns prepared by the team
• advise on complex planning assignments and bespoke client projects with partners
• lead and mentor junior team members to develop leadership skills
• collaborate with partners on structuring, succession planning, and other strategic initiatives

Key requirements

• collaboration
• mentorship
• communication
• private client tax
• trust and succession planning
• tax compliance and advisory

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