Private Client Tax Manager

We are looking for a Private Client Tax Manager – This is an important role in the development of the Firm’s global Tax Advisory service

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Main Responsibilities

  • Manage a portfolio of private clients including HNWI’s, non-domiciled individuals, UK Trusts and company directors.
  • Provide specialist ad hoc personal tax planning advice to compliance clients
  • Advise on IHT planning and trust set up
  • Promote the services of the Firm in relation to HMRC enquiries and investigations into the affairs of personal and trust clients across the Firm
  • Advise on UK property purchase structure for HNWI’s
  • Advise on Tax Schemes entered into by personal tax clients and options for settlement etc.
  • Advise on complex remittance issues for non- doms

What we are looking for

  • Strong level of knowledge and understanding of personal and trust tax.
  • CTA or ACA qualified with relevant tax experience.
  • Experience of working at a senior level, normally consisting of a minimum of 5 years’ relevant management experience in a specialist field or within an accountancy practice.
  • Demonstrable experience of working on long term client relationships and of working on a fee basis with clients.
  • Good level of computer literacy which should include up-to-date working knowledge of relevant software products and MS Office products.

What we can offer you

  • Exposure to a variety of clients including retail, media, technology, not for profit, education, leisure and hospitality
  • Potential to progress with the Firm. Some of our Partners trained with the Firm on our graduate training programme
  • Hybrid working arrangement with a requirement to attend the office for a minimum of 2 days per week
  • Competitive salary, reviewed annually in July
  • 20 days’ paid holiday (increased by 1 day for each complete year of service to 30 June up to a maximum of 5 days) + Bank Holidays + 3 or 4 Christmas closure days
  • Opportunity to buy/sell annual leave
  • Pension scheme
  • Life assurance scheme
  • Cash back health scheme
  • 1 Professional subscription paid by the Firm
  • Season ticket loans
  • CSR day paid by the Firm
  • Opportunity to meet colleagues outside of work at various social events organised by the Staff Action Team throughout the year

How to apply

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Key information +-

Apply for the role: Private Client Tax Manager

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    Private Client Tax Manager

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      Private Client Tax Manager