Private Client Tax Manager - Hybrid, London

Private Client Tax Manager - Advisory

As a Private Client Tax Manager, you’ll take the lead in managing a diverse portfolio of high -net -worth individuals, business owners, trusts, and estates. You’ll deliver both compliance and advisory services, support junior staff, and work closely with senior leadership on complex tax planning matters.

Key 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
  
• Please contact Andy Irvine on 02038314441
  
• [email protected]
  
• Andrew Irvine | LinkedIn for a confidential conversation. 
  
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