Private Client Tax Senior Manager Hybrid, Central London
Job Summary
- 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
- 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.
Required Skills:
Private Client Tax Experience in personal tax advisory. Experience in a firm providing advisory services to complex clients including international clients HNWIs and non-UK domiciled individuals. Expertise in Inheritance Tax (IHT) Capital Gains Tax (CGT) and cross-border tax matters including domicile remittance basis and international tax considerations. Team player and able to support colleagues Strong knowledge of trust structures lifetime gifts and estate planning strategies. Proven ability to manage multiple client engagements efficiently with precision and attention to detail. Excellent communication and interpersonal skills with the ability to simplify complex tax concepts for non-specialist clients. Track record in client relationship management business development and team leadership. Proficiency in tax software and productivity tools with a commitment to ongoing professional development.
Required Education:
CTA ATT ACCA ACA