Private Client Tax Manager

Private Client Tax Manager

Industry: Personal Tax

Salary: £70,000 – £85,000

Summary:

We are seeking a dedicated and experienced Private Client Tax Manager to join our clients expanding personal tax practice.

This pivotal role focuses on delivering expert tax advisory and compliance services to high-net-worth individuals and private clients across the UK. As a Private Client Tax Manager, you will lead complex tax planning strategies, oversee the preparation and review of detailed personal tax returns and provide strategic guidance on inheritance tax, capital gains tax, and income tax. You will play a critical role in client relationship management, ensuring full compliance with HMRC regulations while identifying opportunities for tax efficiency, wealth preservation, and long-term financial planning. With a strong foundation in personal taxation and a commitment to professional excellence, you will help strengthen the firm’s reputation for integrity, innovation, and client-centric service. This is a high-impact position ideal for a Chartered Certified Accountant with an ACA qualification looking to advance their career in a dynamic, client-focused environment.

Responsibilities:

• Lead end-to-end preparation, review, and submission of complex personal tax returns, including self-assessment, capital gains tax, inheritance tax and gift tax filings.
  
• Deliver strategic tax planning advice to high-net-worth individuals, focusing on tax efficiency, estate planning and lifetime wealth transfer.
  
• Manage a portfolio of private client relationships as the primary point of contact, ensuring timely, accurate and compliant service delivery.
  
• Supervise and mentor junior team members, including performance management, training and development of technical and client service competencies.
  
• Collaborate with trust and estate specialists to deliver integrated tax and financial solutions tailored to client needs.
  
• Stay current with evolving UK tax legislation, HMRC guidance and industry best practices to ensure compliance and proactive client advisory.
  
• Leverage Microsoft .NET technology platforms to streamline tax workflows, improve data accuracy and support digital transformation initiatives.
  
• Contribute to business development by identifying client opportunities and recommending customized tax and wealth planning solutions.
  
• Uphold firm policies, quality control standards, and professional ethics in all aspects of work.
  

Requirements

• ACA qualification with full membership of ICAEW or equivalent professional accounting body.
  
• Chartered Certified Accountant (ACCA) qualification or equivalent.
  
• Minimum of 5 years of progressive experience in personal tax, preferably within a reputable accountancy or tax advisory firm.
  
• Demonstrated experience managing complex personal tax returns and delivering strategic tax planning advice.
  
• In-depth knowledge of UK tax legislation, including income tax, capital gains tax, inheritance tax and tax-efficient structuring.
  
• Proficiency in using Microsoft .NET technology for tax data processing, reporting and system integration.
  
• Exceptional analytical, problem-solving and communication skills with the ability to simplify complex tax concepts for non-specialist clients.
  
• Proven leadership and team management experience.
  
• High level of integrity, attention to detail and commitment to professional standards.
  
• Ability to work independently and manage multiple priorities under tight deadlines.
  

Benefits

• Hybrid and flexible working
  
• Birthday leave and enhanced holiday package
  
• Professional subscription support
  
• Access to exciting client work, both compliance and advisory
  
• Clear career progression in a top-tier firm with a supportive team culture
  

Please contact Andy Irvine on 02038314441, Andy @TPFrecruitment.com or via LinkedIn for a confidential conversation.

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