Private Client Tax Manager

Overview

As a Private Client Tax Manager in a Top 20 accountancy firm, you manage a diverse high-net-worth portfolio and deliver compliant tax returns alongside bespoke advisory projects. You collaborate with Partners to provide strategic planning and maintain strong client relationships. The role spans residence, domicile, and international tax issues, with coaching responsibilities for junior staff. This is a chance to shape tax solutions at a prestigious firm while developing professionally in a collaborative culture.

Pay / Benefits

• competitive salary
• hybrid and flexible working options
• generous holiday allowance
• wellbeing initiatives
• progression pathway to Senior Manager and beyond
• continuous professional development and training support

Responsibilities

• Managing a diverse portfolio of private clients and high-net-worth individuals
• Reviewing personal tax returns and ensuring timely delivery of compliance services
• Advising on inheritance tax, capital gains tax, trusts, and estate planning
• Supporting complex advisory projects, including residence, domicile, and international tax issues
• Coaching and mentoring junior staff, contributing to their professional growth
• Liaising with HMRC and other professional advisers on behalf of clients

Key requirements

• ATT/ ACA/ACCA/CTA Qualified
• Significant private client/ personal tax expertise
• Experience of managing a portfolio of clients
• Compliance & Advisory expertise – role can be tailored to suit the individual
• Excellent communication skills
• This position will be built around the candidate’s experience, and aspirations
• Mixed tax Managers are equally of interest

• excellent communication
• mentoring/leadership
• client relationship management
• private client tax
• inheritance tax
• capital gains tax

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