Tax Manager

Private Client Tax Manager / Senior Manager

Industry: Personal Tax

Salary: £70,000 – £85,000

We are partnered with a successful accountancy practice who are recruiting a skilled and commercially driven Tax Manager to join their specialised Personal Tax team, focusing on high-net-worth individuals (HNWIs) and non-UK domiciled clients.

This role is central to delivering strategic, compliance-driven tax solutions across complex personal tax areas including Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax planning.

As a key leader, you will oversee client portfolios, ensure adherence to HMRC regulations and spearhead advisory initiatives that enhance client outcomes and support firm growth. With a strong foundation in CTA qualification and hands-on experience in both compliance and advisory functions, you will mentor junior staff, contribute to business development, and maintain expertise in evolving tax legislation.

This is a high-impact opportunity for a proactive professional passionate about delivering tailored, forward-thinking tax strategies in a client-focused, results-driven environment.

Responsibilities:

• Lead end-to-end personal tax compliance for high-net-worth and non-UK domiciled clients, including preparation and review of annual tax returns, IHT filings, and CGT computations.
  
• Deliver strategic tax advisory on wealth preservation, estate planning, and tax-efficient structuring, with a focus on non-UK domicile rules and international tax implications.
  
• Advise on complex issues such as trusts, chargeable transfers, deemed disposals, and lifetime/death duties, ensuring full compliance with current legislation and HMRC guidance.
  
• Partner with senior partners and cross-functional teams to design customised tax solutions aligned with client goals and risk profiles.
  
• Mentor and supervise junior tax professionals, promoting accuracy, continuous learning, and exceptional client service.
  
• Support business development through client presentations, proposal writing, and active participation in industry networking events.
  
• Monitor legislative updates—including changes to IHT thresholds, CGT rates, and anti-avoidance rules—and implement timely guidance across client engagements.
  
• Maintain rigorous adherence to firm quality standards, professional ethics, and regulatory requirements.
  

Requirements

• CTA qualification (or equivalent) with demonstrable experience in personal tax.
  
• Minimum 5 years’ experience in a firm providing mixed compliance and advisory services to HNWIs and non-UK domiciled individuals.
  
• Expertise in Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax matters, including domicile, remittance basis, and international tax considerations.
  
• Strong knowledge of trust structures, lifetime gifts, and estate planning strategies.
  
• Proven ability to manage multiple client engagements efficiently, with precision and attention to detail.
  
• Excellent communication and interpersonal skills, with the ability to simplify complex tax concepts for non-specialist clients.
  
• Track record in client relationship management, business development, and team leadership.
  
• Proficiency in tax software and productivity tools, with a commitment to ongoing professional development.
  

Benefits

• Competitive salary of up to £80,000
  
• Excellent benefits package
  
• Hybrid / agile working
  
• Enhanced annual leave
  
• Please contact Andy Irvine on 02038314441
  
• [email protected]
  
• Andrew Irvine | LinkedIn for a confidential conversation.
  

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