Senior Manager - Private Client Tax, Hybrid, London

Senior Manager - Private Client Tax, Hybrid

Salary: £75,000 - £90,000

We are seeking an experienced Senior Manager in private client tax to join our clients successful team, delivering expert tax advisory and compliance services to high net worth individuals (HNWIs).

This strategic role demands a deep command of UK personal tax legislation, with a focus on tax planning, compliance, and client relationship leadership. You will manage a portfolio of high-value private client engagements, driving tax efficiency across income tax, capital gains tax (CGT), inheritance tax (IHT), and estate planning. With a proven ability to translate complex tax regulations into clear, actionable strategies, you will be instrumental in shaping client outcomes while ensuring full compliance with HMRC and professional standards. This role offers significant leadership potential, professional growth, and the opportunity to influence business development within a trusted, client-centric practice. Your expertise will directly enhance client satisfaction, firm reputation, and long-term success in the personal tax sector.

Responsibilities

• Lead end-to-end personal tax compliance for high net worth individuals, including annual tax return preparation, accurate tax calculations and timely HMRC submissions.
• Develop and implement tailored tax planning strategies to maximise efficiency across income tax, CGT, IHT and other relevant areas.
• Provide expert advice on complex personal tax issues, including trusts, estate planning, business ownership structures and lifetime gifts.
• Serve as the primary client contact for a high-value portfolio, building trusted, long‑term relationships through proactive and strategic guidance.
• Collaborate with wealth managers, legal advisors, and accountants to deliver integrated financial and tax solutions.
• Mentor and supervise junior tax professionals, fostering technical accuracy, client service excellence and career development.
• Monitor and interpret changes in tax legislation, HMRC guidance and case law to ensure advice remains current and compliant.
• Support business development through client acquisition, proposal writing and contributing to thought leadership content.
• Uphold firm policies, professional standards, and regulatory requirements, including those set by ICAEW or equivalent bodies.

Requirements

• Minimum 10 years of progressive experience in personal tax, with a focus on private client advisory and tax planning.
• Professional qualification such as CTA (Chartered Tax Adviser) or equivalent, with a strong track record of technical proficiency.
• In‑depth expertise in UK personal taxation, including income tax, CGT, IHT, and associated reliefs, exemptions and reporting requirements.
• Proven experience advising high net worth individuals and families on complex tax structures, trusts and estate planning.
• Exceptional communication skills, with the ability to simplify complex tax concepts for non‑specialist clients.
• Demonstrated leadership and mentoring experience, including managing and developing junior team members.
• Strong organisational and time management skills, capable of balancing multiple high‑priority client engagements.
• Proficiency in tax software (e.g., CaseWare, TaxCalc) and advanced Excel skills.
• Commitment to continuous professional development and adherence to ethical and professional standards.

Benefits

• Salary: £75,000 - £90,000 per annum, depending on experience
• Hybrid and flexible working options.
• Generous holiday allowance and wellbeing initiatives.
• Clear progression pathway to Senior Manager and beyond.
• Continuous professional development and training support.
• Access to prestigious client work within a respected Top 20 firm.

Location

London – Hybrid working model (2–3 days in the office).

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