Private Client Tax Senior Manager

City

Accounting

85000 Annual

Permanent


Private Client Tax Senior Manager - LondonUp 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.

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