​Personal Tax Client Manager

Overview

In this role you will manage a dedicated private client tax portfolio, serving as a trusted adviser. You work closely with clients and senior leaders, expanding your advisory scope beyond compliance. You’ll handle complex areas such as trusts, estates, IHT planning, CGT, non-UK matters, and HMRC enquiries, while mentoring trainees and contributing to workflow within a supportive team. This position offers ownership with guidance from senior colleagues and a hybrid work structure after probation.

Pay / Benefits

• 25 days’ holiday plus bank holidays
• hybrid working after probation
• broader benefits package

Responsibilities

• Own and manage a private client tax portfolio and client relationships with autonomy
• Handle trusts and estates work including IHT planning, CGT, non-UK matters, and HMRC enquiries
• Develop advisory scope and move towards advisory work in addition to compliance
• Support and mentor trainees, contributing to how work flows through the team
• Collaborate with Senior Managers, Directors, and Partners to maintain quality and learning
• Benefit from hybrid working after probation and a broader benefits package

Key requirements

• experience in private client tax
• ability to manage client relationships with oversight from senior staff
• interest in developing advisory capabilities
• willingness to mentor or support trainees
• strong communication and collaboration skills

• client-focused
• team collaboration
• mentoring/leadership
• trusts and estates
• IHT planning
• CGT

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