Private Client Tax Manager
$70,000–$85,000 year
On-siteLondon, England, United Kingdom
Job Summary
Lead end-to-end preparation, review, and submission of complex personal tax returns, including self-assessment, capital gains, inheritance, 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 while supervising and mentoring junior team members. Collaborate with trust and estate specialists to deliver integrated tax solutions and stay current with evolving UK tax legislation. Leverage Microsoft .NET technology platforms to streamline workflows and support digital transformation initiatives. Contribute to business development by identifying client opportunities and recommending customized tax and wealth planning solutions.
Required Qualifications
- 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
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