Senior Manager Private Client Tax, Hybrid, London
Job Summary
- Lead end-to-end personal tax compliance for high net worth individuals including annual tax return preparation accurate tax calculations and timely HMRC submissions.
- Develop and implement tailored tax planning strategies to maximise efficiency across income tax CGT IHT and other relevant areas.
- Provide expert advice on complex personal tax issues including trusts estate planning business ownership structures and lifetime gifts.
- Serve as the primary client contact for a high-value portfolio building trusted long-term relationships through proactive and strategic guidance.
- Collaborate with wealth managers legal advisors and accountants to deliver integrated financial and tax solutions.
- Mentor and supervise junior tax professionals fostering technical accuracy client service excellence and career development.
- Monitor and interpret changes in tax legislation HMRC guidance and case law to ensure advice remains current and compliant.
- Support business development through client acquisition proposal writing and contributing to thought leadership content.
- Uphold firm policies professional standards and regulatory requirements including those set by ICAEW or equivalent bodies.
- Minimum 10 years of progressive experience in personal tax with a focus on private client advisory and tax planning.
- Professional qualification such as CTA (Chartered Tax Adviser) or equivalent with a strong track record of technical proficiency.
- In-depth expertise in UK personal taxation including income tax CGT IHT and associated reliefs exemptions and reporting requirements.
- Proven experience advising high net worth individuals and families on complex tax structures trusts and estate planning.
- Exceptional communication skills with the ability to simplify complex tax concepts for non-specialist clients.
- Demonstrated leadership and mentoring experience including managing and developing junior team members.
- Strong organisational and time management skills capable of balancing multiple high-priority client engagements.
- Proficiency in tax software (e.g. CaseWare TaxCalc) and advanced Excel skills.
- Commitment to continuous professional development and adherence to ethical and professional standards.
- Salary: 75000 - 90000 per annum depending on experience
- Hybrid and flexible working options.
- Generous holiday allowance and wellbeing initiatives.
- Clear progression pathway to Senior Manager and beyond.
- Continuous professional development and training support.
- Access to prestigious client work within a respected Top 20 firm.
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:
Extensive progressive experience in personal tax with a focus on private client advisory and tax planning. Professional qualification such as CTA (Chartered Tax Adviser) or equivalent with a strong track record of technical -depth expertise in UK personal taxation including income tax CGT IHT and associated reliefs exemptions and reporting requirements. Proven experience advising high net worth individuals and families on complex tax structures trusts and estate planning. Exceptional communication skills with the ability to simplify complex tax concepts for non-specialist clients. Demonstrated leadership and mentoring experience including managing and developing junior team members. Strong organisational and time management skills capable of balancing multiple high-priority client engagements. Proficiency in tax software (e.g. CaseWare TaxCalc) and advanced Excel skills. Commitment to continuous professional development and adherence to ethical and professional standards.
Required Education:
CTA ATT