Private Client Tax Manager

Private Client Tax Manager

Full-time | Job Description

About the Role

We are a growing professional services firm committed to delivering high-quality advisory and compliance services to a diverse client base. Our culture is centred around collaboration, innovation, professional development, and providing tailored solutions to clients with complex needs.

We aim to create an environment where talented professionals can thrive, contribute meaningfully, and build long-term careers within a supportive and forward-thinking organisation.

Employee Benefits

We offer a comprehensive benefits package designed to support employee wellbeing, development, and work-life balance. Benefits may include:

• Additional annual leave for birthdays or special occasions
• Professional development and mentoring opportunities
• Health and wellbeing support
• Flexible and collaborative working environment
• Competitive remuneration and benefits package

Key Responsibilities

• Manage a portfolio of private clients with a high degree of autonomy, reporting to senior leadership within the tax team.
• Build and maintain strong client relationships through regular communication and advisory support.
• Supervise, review, and support junior team members, ensuring high-quality delivery and effective workflow management.
• Prepare and/or review UK Self-Assessment tax returns, including:
  • worldwide income reporting,
  • foreign tax credit claims,
  • complex disclosures,
  • and interpretation of double tax treaties.
• Assist clients with HMRC enquiries, disclosures, and settlement matters.
• Provide advice on international and global mobility tax matters, including pre- and post-arrival UK tax planning.
• Advise clients on changes to UK personal tax legislation, including:
  • non-domicile reforms,
  • foreign income and gains regimes,
  • temporary repatriation provisions,
  • inheritance tax residence changes,
  • and relevant reliefs affecting estates and property.
• Advise on property tax structuring and related planning considerations.
• Support trust, estate, and succession planning work in collaboration with internal specialist teams where appropriate.
• Contribute to business development initiatives, including technical articles and marketing content.

Requirements

Qualifications

• ATT, CTA, ACA or equivalent qualification.
• Candidates may be part-qualified or fully qualified depending on level and experience.

Experience

• Approximately 3–4+ years’ experience in personal/private client tax.
• Experience within a private client-focused team or firm preferred.

Skills & Attributes

• Strong organisational skills and attention to detail.
• Ability to manage multiple client engagements simultaneously.
• Confident communicator with the ability to explain complex tax matters clearly.
• Strong relationship-building skills and commitment to delivering excellent client service.
• Experience reviewing work and supporting junior colleagues desirable.