Private Client Tax Manager
New Yesterday
With a strong footprint across the UK, Ireland, and the Nordics, this firm is known for its inclusive culture, wide client base, and dedication to professional development.
As a Private Client Tax Manager, you’ll take the lead in managing a diverse portfolio of high-net-worth individuals, business owners, trusts, and estates. You’ll deliver both compliance and advisory services, support junior staff, and work closely with senior leadership on complex tax planning matters.
Key Responsibilities
Manage a portfolio of private clients, ensuring compliance obligations are met and advisory needs are addressed
Act as the key point of contact for clients, developing strong, long-term relationships
Review and oversee the preparation of self-assessment tax returns, IHT, CGT, and trust returns
Deliver bespoke tax planning solutions including inheritance tax, estate planning, residency, domicile, and succession planning
Lead or support on advisory projects alongside partners
Supervise, support, and develop junior members of the team
Stay up to date with current legislation and communicate changes internally and to clients
RequirementsWhat We’re Looking For
CTA / ACA / ACCA qualified (or equivalent)
Significant experience in private client tax within an accountancy practice environment
Strong technical knowledge of UK personal tax legislation
Ability to manage and advise high-net-worth individuals and complex personal tax affairs
Strong interpersonal skills and experience mentoring junior staff
BenefitsBenefits & Perks
Hybrid and flexible working
Birthday leave and enhanced holiday package
Professional subscription support
Access to exciting client work, both compliance and advisory
Clear career progression in a top-tier firm with a supportive team culture
Please contact Andy Irvine on (phone number removed), , or for a confidential conversation.
Refer a friend...
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them
- Location:
- Monument
- Salary:
- £75,000 - £80,000 /annum
- Job Type:
- FullTime
- Category:
- Accounting/Financial/Insurance
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