Private Client Tax Manager – Advisory

Role Overview

• Manage a portfolio of private clients, ensuring 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

Requirements

• 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.

Benefits

• 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