Private Client Tax Manager Advisory
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Job Summary
Private Client Tax Manager - Advisory
Hybrid
London
TPF Recruitment is proud to be supporting a Top 10 UK accountancy firm in their search for a skilled Private Client Tax Manager to join their thriving London office. As the largest SME-focused practice in the UK this firm offers an outstanding platform for experienced tax professionals to advance their careers in a flexible progressive and people-centric environment.
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 youll take the lead in managing a diverse portfolio of high-net-worth individuals business owners trusts and estates. Youll 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 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
Private Client Tax Manager - Advisory
- 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
Private Client Tax Manager - Advisory
- 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
- Andrew Irvine LinkedIn for a confidential conversation.
- Refer a friend...
Were 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. Were 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 wed love to speak to them.
For every candidate you refer and we subsequently place into a permanent position we will give you up to 500 of Love2Shop vouchers. (Terms & Conditions apply).
Required Skills:
Experience in UK and US personal tax preferably within a professional services firm or private client -depth knowledge of US and UK tax legislation including CGT IHT Income Tax and National Insurance Familiarity with US tax implications for UK-based HNWIs including FBAR FATCA and cross-border reporting obligations.
Required Education:
A CTA or ATT qualified tax accountant with solid UK US Personal / Private Client Tax experience.
