Private Client Tax Senior Manager
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Job Summary
Private Client Tax Senior Manager
Hybrid working
Central London Offices
We are seeking a highly skilled Private Client Tax Senior Manager to join our clients London office and play a key role within a top-tier UK accountancy firm consistently ranked among the Top 10 nationally.
As the UKs largest SME-focused practice they provide a dynamic inclusive and forward-thinking environment where tax professionals can thrive.
In this pivotal role you will lead a portfolio of high-net-worth individuals business owners trusts and estates delivering both compliance and strategic tax advisory services. Youll drive client success through innovative tax planning mentor junior staff and collaborate with partners on complex high-value matters. This is a unique opportunity to advance your career within a firm that champions professional development diversity and exceptional client service.
Responsibilities:
- 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.
Requirements
- 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
Benefits
- Competitive salary package
- 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.
