This is a standout opportunity for an experienced Tax Manager or Senior Tax Manager to join a highly regarded independent practice with a strong reputation for delivering practical, commercially focused advice. This is a genuinely broad advisory role covering private clients, business owners, trusts & estates, and complex tax structuring work, offering exceptional variety and exposure across personal and corporate taxation. You will work closely with senior leadership, taking ownership of high value advisory projects and acting as a trusted adviser to a sophisticated client base.
Private Client Tax Manager– About The Role
This is a highly varied, advisory-led position where you will take responsibility for a diverse portfolio spanning high net worth individuals, owner-managed businesses, trusts and estates. The role combines complex technical advisory work with oversight of compliance, giving you full exposure to the lifecycle of client matters from planning through to delivery and implementation.
You will be trusted with significant autonomy, working directly with senior leadership on high level planning and contributing to some of the firm’s most complex and interesting advisory projects. The breadth of work is a key feature of the role, with no two clients presenting the same challenges. Key responsibilities:
- Take ownership of a diverse portfolio including owner-managed businesses, high net worth individuals, trusts and estates
- Lead complex advisory work spanning inheritance tax planning, succession planning, wealth structuring, and estate planning
- Advise on corporate restructuring, including demergers, incorporations, share reorganisations, acquisitions and disposals
- Provide specialist advice across personal tax, corporate tax, trusts, estates and property related matters
- Manage and oversee complex compliance work including personal, corporate and trust tax returns
- Act as a key adviser on HMRC enquiries, disclosures and technical discussions
- Work on cross-border and residency related tax matters where required
- Identify and drive forward advisory opportunities across your client portfolio
- Work closely with senior leadership on complex planning and strategic client matters
- Collaborate with wider teams to deliver integrated tax and advisory solutions
- Support the development of junior team members through review and guidance
The successful Private Client Tax Manager will have:
- CTA qualified or equivalent
- STEP would be advantageous but not essential
- Strong experience in private client tax
- Proven expertise in Trusts and Estates and inheritance tax planning
- Experience advising high net worth individuals and owner-managed businesses
- Strong technical knowledge across personal and corporate tax
- Experience delivering complex advisory and planning projects
- Confident managing HMRC interactions and technical queries
- Experience reviewing work and supporting junior staff development
- Strong communication and client relationship skills
- Full right to work in the UK