​Personal Tax Senior Manager

Overview

In this Personal Tax Senior Manager role, you will take ownership of a private client portfolio and work closely with Tax Partners. You’ll handle complex advisory and planning work for high-net-worth individuals, trusts, estates, and non-UK residents, including IHT and trusts. You’ll influence the wider tax offering, develop junior colleagues, and strengthen relationships with new clients and referrers. The role offers hybrid working post-probation, a strong benefits package, and clear opportunities for visibility and technical leadership.

Pay / Benefits

• Hybrid working after probation
• 25 days’ holiday
• annual salary reviews
• strong benefits package

Responsibilities

• Own and manage a private client portfolio including HNW individuals, trusts and estates, and non-UK residents
• Lead complex advisory and planning work rather than pure compliance
• Develop junior colleagues and support other Senior Managers
• Build relationships with new clients and referrers
• Contribute to the development of the tax offering and act as go-to expert for IHT and trusts

Key requirements

• Senior Manager level experience in Personal Tax
• Ownership of client relationships and ability to work closely with Tax Partners
• Strong advisory and planning capabilities in IHT and trusts
• Ability to mentor and develop junior staff
• Business development and relationship-building with clients and referrers

• leadership
• collaboration
• communication
• IHT and trusts advisory
• trusts and estates planning
• non-UK residents tax

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