Manage a diverse portfolio of private clients, ensuring full compliance with UK tax regulations and addressing evolving advisory needs.
Serve as the primary point of contact, building long-term, trust-based client relationships.
Oversee the preparation and review of self-assessment tax returns, Inheritance Tax (IHT), Capital Gains Tax (CGT) and trust returns.
Develop and implement bespoke tax planning strategies, including IHT mitigation, estate planning, residency and domicile advice and succession planning.
Lead or contribute to high-impact advisory projects in partnership with senior partners and specialists.
Mentor and support junior team members to foster professional growth and team excellence.
Stay ahead of legislative changes and proactively communicate key updates to clients and internal teams.

CTA, ACA, ACCA or equivalent professional qualification
Proven experience in private client tax within a UK accountancy practice
In-depth knowledge of UK personal tax legislation, including IHT, CGT and trust taxation
Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals
Strong leadership and interpersonal skills with experience in team supervision and development
Commitment to ongoing professional development and staying current with tax law changes.

Private Client Tax Senior Manager

Key skills