Personal Tax Manager
Lead Your Career Forward: Private Client Tax Manager - Top 30 Firm!
Are you open to joining a fantastic business that can offer long and short term growth?
My client partner with a diverse range of clients, including groups with international structures, helping them navigate complex financial management and compliance challenges. With a client-centric approach, they provide tailored solutions to meet unique needs, building long-term relationships based on trust and expertise. The Private Client team currently consists of 15 professionals, including two Partners and an Associate Partner.
Job Title: Private Client Tax Manager
Location: London Office, W1G
Salary: Up to £75,000!
The Opportunity:
I am seeking an experienced and dynamic Private Client Tax Manager to join their expanding Private Client team. The successful candidate will manage all day-to-day aspects of a portfolio of private clients, with a focus on compliance responsibilities and opportunities to lead tax advisory work. You'll play a key role in managing client relationships, leading projects, and mentoring team members.
Key Responsibilities -
Client Management & Leadership:
- Act as principal manager contact for a portfolio of private clients, taking full responsibility for compliance work review processes
- Develop and maintain strong client relationships as a trusted advisor
- Support business development opportunities and new client relationship development
- Collaborate with Senior Management Team on portfolio management and team development
Tax Technical Expertise:
- Provide comprehensive personal tax compliance services and identify planning opportunities
- Deliver ad hoc advisory services to High Net Worth Individuals (HNWI) and Owner Managed Business (OMB) clients
- Advise on residence and domicile matters, including UK entry/exit planning and remittance basis changes
- Handle trust structuring, both offshore and UK, including tax implications and benefits
- Provide international tax planning for cross-border interests, including double taxation treaties
- Deliver estate planning to minimize inheritance tax liabilities
- Support family business advisory including succession planning and governance structures
Team Development & Management:
- Mentor and develop Private Client Tax team members at all levels
- Conduct personal development reviews and provide performance feedback
- Support training initiatives and improve team efficiency
- Ensure high standards of performance and professional growth
Project & Risk Management:
- Manage successful delivery of personal tax compliance functions
- Identify and mitigate tax risks while ensuring technical and ethical compliance
- Monitor budgets, recoveries, and billing processes
- Provide fee quotes and manage commercial aspects of client service
Essential Requirements -
Qualifications & Experience:
- Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm
- Relevant professional qualifications (ACA, ACCA, CTA, or equivalent)
- Deep understanding of personal tax law and regulations
- Strong track record in client advisory work and relationship management
- Experience in leading projects and managing teams
Technical Skills:
- Proficiency in tax software (CCH) and tax research platforms (Croner-i/LexisNexis)
- Excellent analytical and problem-solving abilities with strategic mindset
- Commercial mindedness with experience in financial management of client services
Personal Qualities:
- Entrepreneurial mindset with ability to identify business opportunities
- Strong communication skills, able to simplify complex tax issues for clients
- Strong ethical standards and commitment to maintaining confidentiality
- Excellent leadership skills with experience in team development and mentoring
- Ability to work collaboratively in a fast-paced environment and manage multiple priorities
- Strong networking abilities and enjoys cross-team collaboration
- Takes pride in delivering high-quality work and exceeding client expectations
What do they offer?
- Opportunity to work with a diverse portfolio of high-profile private clients
- Collaborative environment within a growing, dynamic firm
- Career progression opportunities within an expanding practice
- Involvement in strategic business development and practice growth
- Comprehensive professional development and training support
