Private Client Tax Senior Manager Permanent NEW

Private Client Tax Senior Manager – London

Up to £85,000

A well-established and growing accountancy firm seeks a skilled Private Client Tax Specialist for a mixed compliance and advisory role. This position involves managing a portfolio of personal tax clients, focusing on non-UK domicile cases, HNWIs, and offshore structures, while supporting partners with advisory work.

Key Responsibilities:

• Manage a diverse portfolio, including non-doms, HNWIs, partnerships, and offshore trusts.
• Assist with advisory projects, such as IHT planning, pre-arrival advice, and offshore structures.
• Prepare and attend client meetings, set budgets, and ensure timely delivery of work.
• Liaise with clients on tax matters, including IHT, income tax, and capital gains tax.
• Handle HMRC enquiries and disclosures.
• Review tax returns and ensure HMRC deadlines are met.
• Monitor budgets, billing, and contribute to business development and publications.

Qualifications & Skills:

• CTA qualification with 5+ years of private client tax experience.
• Strong knowledge of non-doms and offshore structures.
• Excellent client-facing, organisational, and people management skills.
• Proficient in Word, Excel, and tax software.

This role offers the opportunity to work in a collaborative environment, providing expert advice and practical solutions to clients.

Tagged as: Personal Tax, private client tax