Private Client Tax Senior Manager managing client portfolios for a top - tier UK accountancy firm. Leading tax advisory projects and mentoring junior staff in a dynamic environment.
About the role
- Private Client Tax Manager at a Top 10 UK accountancy firm managing diverse portfolios of high-net-worth individuals. Delivering compliance and advisory services in a hybrid working environment.
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
- 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
- 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
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