Private Client Tax Manager
Location: London
Department: Private Client Tax
Role Overview
We are seeking an ambitious and confident individual with a strong academic background to join our expanding Private Client Tax team as a Tax Manager. This role offers excellent career progression opportunities within a flexible and growing practice.
Our client base includes high net worth (HNW) and ultra-high net worth (UHNW) individuals and family groups with complex tax affairs spanning residence and domicile matters, UK and offshore trusts, business ownership, property portfolios, and international structures.
Key Responsibilities
Client Management
- Manage a diverse portfolio of private clients, delivering both compliance and advisory services
- Handle complex personal tax returns with minimal supervision for straightforward matters
- Collaborate with senior team members on more sophisticated client engagements
- Provide technical advice on trust and estate planning, international tax planning, pension strategies, and owner-managed business matters
- Manage work-in-progress and billing to ensure commercial targets are met
- Ensure all client procedures and compliance requirements are maintained
Technical Duties
- Review and approve personal tax returns, capital gains tax returns, and associated correspondence
- Provide consultancy advice on pre-arrival and pre-departure planning
- Support business development initiatives and attend new client meetings
- Contribute to technical publications and thought leadership articles
Team Leadership
- Supervise and mentor junior staff and trainees
- Provide constructive feedback and support professional development
- Take responsibility for training delivery on private client matters
- Manage administrative requirements and special projects as needed
Business Development
- Participate in new business opportunities and client meetings
- Contribute to the firm's external communications and technical articles
- Build and maintain strong client relationships
Essential Requirements
Qualifications
- ACA/CA/CTA or equivalent professional qualification
Experience & Skills
- Comprehensive technical knowledge across all areas of private client taxation
- Proven ability to manage client portfolios profitably
- Strong communication skills with ability to explain complex tax matters to non-specialists
- Excellent written English and report writing capabilities
- Experience in tax advisory work and technical research
- Understanding of when to escalate matters requiring additional expertise
What We Offer
- Meritocratic career progression with excellent advancement opportunities
- Comprehensive professional development program including internal and external training
- Technical updates and continuing professional education
- Supportive team environment within a growing practice area
- Annual performance reviews with clear development pathways
This is an excellent opportunity for an experienced tax professional to develop their career while working with sophisticated clients and complex tax matters in a collaborative and supportive environment.
