Personal Tax Manager-Advisory focused.
We are partnering with a highly reputable and growing accountancy firm based in central London, known for its technical excellence and bespoke advisory services. The firm works with an impressive client base including high-net-worth individuals (HNWIs), non-doms, trusts, family offices, and private business owners. With a commitment to quality over volume, they foster a collaborative and technically enriching environment.
The Role
This is a fantastic opportunity for a technically strong Private Client Tax Manager who thrives in complex advisory situations and enjoys building trusted relationships with sophisticated clients.
As a Private Client Tax Manager, you will play a key role in delivering high-level advisory services, mentoring junior staff, and supporting Partners on technically demanding projects. You will also oversee a portfolio of compliance work, but the emphasis will be on advisory.
Key Responsibilities
Provide technical tax advice on a broad range of private client matters, including:
UK residence and domicile
Non-dom structuring and remittance basis
Trusts (UK and offshore)
Inheritance tax and succession planning
Capital gains tax and asset disposals
Review and manage complex personal tax returns for HNWIs, entrepreneurs, and international individuals
Support Partners in developing client planning strategies and delivering bespoke advisory solutions
Keep up to date with changes in tax legislation and communicate key updates internally and externally
Mentor and review the work of junior staff, contributing to their technical development
Maintain strong client relationships, often acting as the main point of contact for technical queries
What We're Looking For
CTA-qualified (or ACA/ACCA with significant tax experience)
Strong technical knowledge of UK personal tax legislation with a proven track record of advising on complex matters
Experience working with HNWIs, non-doms, and trusts in a professional services setting
Excellent communication skills and the ability to explain complex tax issues clearly
Commercial awareness and the ability to spot planning opportunities
Experience using tax software (e.g., CCH, Alphatax) is desirable
