We are seeking a technically strong and client-focused Private Client Tax Senior Manager to join a high-performing private client team within a well-regarded London-based accountancy firm. This is a key role that blends complex compliance responsibilities with bespoke advisory work managing a sophisticated client base comprising high-net-worth individuals landlords partnerships and international clients.
Portfolio Management:
Manage a varied portfolio of high-net-worth and complex private clients reporting directly to a Tax or Client Partner. Act as the main point of contact cultivating strong relationships through regular communication and client meetings.
Compliance & Advisory Delivery:
Lead on the preparation and review of self-assessment tax returns. Provide technical input into compliance areas involving residence domicile and foreign income gains. Conduct in-depth research into complex areas of legislation and deliver tax advice for partner review.
Client Type Coverage:
Deliver compliance and ad hoc advisory services to a range of clients including:
High-net-worth individuals
Private landlords
Non-residents
Partnerships
Entrepreneurs
Families and trusts
Team Leadership & Mentorship:
Support the development of junior staff and trainees pursuing professional qualifications. Provide technical guidance training and mentorship. Review work and offer constructive feedback.
Technical Collaboration:
Collaborate with international tax partners through a global accountancy network to ensure seamless advice for clients with multi-jurisdictional tax matters.
Operational Oversight:
Manage client budgets and billing cycles efficiently. Handle multiple stakeholders across different Partners and departments while maintaining delivery quality.
Requirements
Essential Experience & Skills:
- Proven experience managing a portfolio of private clients within a UK accountancy or tax practice
- Expertise in personal tax compliance and planning especially for HNWIs and non-residents
- Strong understanding of UK residence rules domicile issues and foreign income & gains (FIG)
- Demonstrated experience with client billing budgeting and advisory project delivery
- Excellent verbal and written communication skills
- Capable of managing client relationships across multiple partners simultaneously
- Confident detail-oriented and highly organised
Qualifications:
- CTA qualification (or equivalent) preferred
- Other relevant tax or accountancy qualifications will be considered
Benefits
Competitive salary reviewed regularly
Hybrid working model: minimum 3 days in-office
Regular CPD training and support for ongoing professional development
Inclusive social culture with an emphasis on work/life balance
Opportunity to work with an international client base and network of tax professionals
ATT qualified and/or CTA qualified or part-qualified. Minimum of 3 years' experience in personal tax within a practice environment. Strong technical knowledge of UK personal taxation, including experience with non-domiciled individuals and trusts. Excellent communication and interpersonal skills, with the ability to build strong client relationships. Proficient in using tax software and Microsoft Office applications. Ability to work independently and as part of a team, managing multiple priorities effectively.