​Personal Tax Manager – High Quality Firm

Overview

In this Private Client Tax role, you will manage your own client portfolio with autonomy and guidance from senior leadership. You’ll handle a broad mix of trusts and estates work, IHT planning, CGT, non-UK matters, and HMRC enquiries, while developing advisory capabilities. You’ll begin stepping into a people-management role, mentoring trainees and overseeing work flow within the team. The opportunity emphasizes ownership, client exposure, and breadth of technical work within a supportive environment.

Responsibilities

• Manage own client portfolio and relationships with autonomy
• Handle trusts and estates work, IHT planning, CGT, non-UK matters, and HMRC enquiries
• Support trainees and review work
• Oversee assignment progression and workflow within the team

Key requirements

• client-facing communication
• mentoring and leadership
• attention to detail
• trusts and estates
• IHT planning
• CGT

…