Senior Private Tax Manager
Senior Private Tax Manager - Complex Private Clients
About the Role
Key Responsibilities
Complex Private Client Management
Technical Advisory Services
Client Relationship Excellence
Team Leadership & Development
Essential Requirements
Qualifications & Experience
Location: Worcester
Contract Type: Permanent, Full-time
About the Role
Our client is seeking an experienced Senior Private Tax Manager to join their established team in Worcester. This Senior Private Tax Manager role offers an exceptional opportunity to work with a sophisticated portfolio of complex private clients, providing comprehensive tax advisory services across various high-value and intricate tax matters. Based in Worcester, you will be responsible for managing relationships with high-net-worth individuals, family offices, and complex private client structures.
Key Responsibilities
Complex Private Client Management
- Lead and manage a diverse portfolio of complex private clients including high-net-worth individuals, entrepreneurs, and family offices
- Provide strategic tax planning advice for sophisticated private client structures and arrangements
- Handle complex inheritance tax planning, including trust structures, estate planning, and succession arrangements
- Manage capital gains tax planning for complex asset disposals and reorganizations
- Advise on complex income tax matters including non-domiciled clients and international tax issues
- Oversee complex private client compliance including personal tax returns, trust returns, and associated filings
Technical Advisory Services
- Provide expert guidance on complex trust and estate planning structures
- Advise on sophisticated tax planning opportunities for complex private client portfolios
- Handle complex residency and domicile issues for international private clients
- Manage complex capital gains tax reliefs including business asset disposal relief and investors' relief
- Provide strategic advice on complex pension planning and retirement tax strategies
- Handle complex private client transactions including business sales, property investments, and wealth structuring
Client Relationship Excellence
- Build and maintain strong relationships with complex private clients and their professional advisors
- Conduct regular strategic reviews with complex private client portfolios
- Provide proactive tax planning advice tailored to complex private client circumstances
- Coordinate with other professional advisors including solicitors, financial advisors, and wealth managers
- Represent clients in complex HMRC enquiries and negotiations
Team Leadership & Development
- Supervise and mentor junior private tax staff working on complex portfolios
- Provide technical guidance and support on complex private client matters
- Contribute to the development of the private client tax practice in Worcester
- Share knowledge and best practices across the team
- Support business development initiatives for complex private client services
Essential Requirements
Qualifications & Experience
- CTA, ACA, or ACCA qualification with significant post-qualification experience
- Minimum 5-7 years of private client tax experience, with substantial exposure to complex portfolios
- Proven track record of managing complex private client relationships
- Strong technical knowledge of all areas of private client taxation
- Experience with complex trust and estate planning structures
- Knowledge of international private client tax issues
Worcestershire
£55000 - £65000 per annum
