Overview
In this Private Client Tax Manager role, you will manage a personal portfolio and collaborate with partners on advisory projects. You will tackle income tax, capital gains, IHT planning, residence and domicile issues, and UK/offshore trust work, balancing compliance with strategic advisory work. You’ll develop junior team members while maintaining direct client relationships. The firm offers a partner-led, collaborative culture with a clear path to Senior Manager and a flexible hybrid work model. This is an opportunity to influence client outcomes in a supportive, growth-focused environment.
Pay / Benefits
- flexible, hybrid working model
- clear progression path to Senior Manager
- low on hierarchy
- direct access to partners
- supportive development of team
- strong internal promotion culture
Responsibilities
- Manage own client portfolio and work with partners on advisory matters
- Handle income tax and capital gains tax matters
- Review self-assessment returns
- Conduct inheritance tax planning
- Address residence and domicile issues
- Work on UK and offshore trust matters
- Structure and plan for individuals moving to/from the UK
- Support and develop junior team members and maintain client relationships
Key requirements
- collaborative
- strong communication
- client relationship management
- private client tax
- income tax
- capital gains tax
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