Tax Manager – Private Client

Role Description

This is a full-time role for a Personal Tax Manager. The Personal Tax Manager will be responsible for the following:

• Provide expert advice on overseas tax matters, non-UK domiciled individuals, inheritance tax, and year-end tax planning.
• Manage a portfolio of clients, acting as their primary point of contact and overseeing billing and WIP management.
• Prepare and review tax returns, including trust and estate returns, TRS, IHT 10-year charges, and other complex calculations.
• Collaborate with partners on firm policies and tax team growth.
• Support business development efforts and proactively identify opportunities for client engagement.
• Mentor and coach trainees within the team, fostering a culture of learning and excellence.

Qualifications

• ACA/CTA qualified (or equivalent).
• Working knowledge of IRIS Personal Tax and Trust Tax (advantageous).
• Strong attention to detail, analytical mindset, and problem-solving abilities.
• Excellent interpersonal and communication skills with a client-centric approach.
• Highly organised, with the ability to prioritise tasks and meet deadlines.

What’s in It for You?

• A competitive salary tailored to your experience.
• Additional benefits, including [examples: private healthcare, hybrid working, professional development support].
• Opportunities to work with prestigious clients in a dynamic and supportive environment.