Private Client Tax - Senior Manager

TPF Recruitment are proud to be representing a well established and highly regarded independent tax advisory firm based in Surrey, who are seeking an experienced Private Client Tax Senior Manager to join their growing team.

This is an excellent opportunity to join a specialist practice with a strong reputation in private client and international tax, offering exposure to high net worth individuals, families, and entrepreneurial clients with complex affairs.

The Role

As a Private Client Tax Senior Manager, you will take a leading role in delivering both advisory and compliance services to a diverse portfolio of clients. You will work closely with senior leadership and collaborate with colleagues across related service lines, contributing to the continued growth of the firm’s UK offering.

This position offers a mix of technical advisory work, client relationship management, and team leadership responsibilities.

Key Responsibilities

Advisory & Compliance

• Provide comprehensive UK tax advice and compliance services to high net worth and ultra high net worth individuals, including internationally mobile clients
  
• Advise on a broad range of private client tax matters, including income tax, capital gains tax, and inheritance tax planning
  
• Support clients with residence and domicile matters, including pre arrival and departure planning
  
• Assist with structuring family wealth, succession planning, and intergenerational transfers
  
• Manage and review personal tax and trust tax returns, ensuring accuracy and compliance with current legislation
  
• Stay up to date with changes in UK tax law and reporting requirements, applying this knowledge to client work
  

Client Management

• Act as a key point of contact for a portfolio of private clients, building long term trusted relationships
  
• Deliver clear, practical advice tailored to each client’s circumstances
  
• Liaise with external advisers including legal professionals, investment managers, and other intermediaries where required
  

Team Leadership

• Oversee and review the work of junior team members, providing guidance and technical support
  
• Play an active role in mentoring and developing staff
  
• Support senior leadership with the ongoing development of the tax team
  

Business Development

• Identify opportunities to provide additional advisory services to existing clients
  
• Contribute to client communications, technical updates, and thought leadership initiatives
  

The Opportunity

• Join a growing and ambitious independent firm with a strong reputation in private client tax
  
• Work with a high quality client base, including complex and international cases
  
• Genuine opportunity to shape and influence the direction of the private client offering
  
• Collaborative and supportive working environment with a strong emphasis on professional development
  

Requirements

About You

• Professionally qualified (CTA, ATT or equivalent)
  
• Significant experience within UK private client tax, ideally gained within a practice environment.
  
• Strong technical knowledge across personal tax, trusts, and estates
  
• Experience managing a portfolio of clients independently
  
• Confident communicator with the ability to explain complex tax matters clearly
  
• Previous experience working with internationally mobile clients or cross border structures would be advantageous
  
• Proven ability to lead, mentor, or supervise junior staff
  

Benefits

What’s on Offer

• Competitive salary dependent on experience
  
• Hybrid working with flexibility built in
  
• Clear progression pathway within a growing business
  
• Ongoing training and professional development support
  
• Discretionary bonus scheme
  
• Generous pension contribution
  
• Private medical cover and additional insurance benefits
  
• 25 days holiday plus bank holidays
  
• Regular team events and annual social activities