Senior Manager - Private Client Tax, Hybrid, London
$75,000–$90,000 year
HybridLondon, England, United Kingdom
Job Summary
Lead end-to-end personal tax compliance for high net worth individuals, including annual tax return preparation, accurate tax calculations, and timely HMRC submissions. Develop tailored tax planning strategies to maximize efficiency across income tax, CGT, IHT, and estate planning while providing expert advice on complex issues involving trusts and business ownership structures. Serve as the primary client contact for a high-value portfolio, building trusted relationships through proactive guidance and collaborating with wealth managers to deliver integrated financial solutions. Mentor junior tax professionals to foster technical accuracy and career development while monitoring legislative changes to ensure ongoing compliance. Support business development through client acquisition and proposal writing. This role offers a salary of £75,000 - £90,000 with hybrid working options in London, providing access to prestigious client work within a respected Top 20 firm.
Required Qualifications
- Minimum 10 years of progressive experience in personal tax, with a focus on private client advisory and tax planning
- Professional qualification such as CTA (Chartered Tax Adviser) or equivalent
- In-depth expertise in UK personal taxation, including income tax, CGT, IHT, and associated reliefs, exemptions and reporting requirements
- Proven experience advising high net worth individuals and families on complex tax structures, trusts and estate planning
- Exceptional communication skills, with the ability to simplify complex tax concepts for non-specialist clients
- Demonstrated leadership and mentoring experience, including managing and developing junior team members
- Strong organisational and time management skills, capable of balancing multiple high-priority client engagements
- Proficiency in tax software (e.g., CaseWare, TaxCalc) and advanced Excel skills
- Commitment to continuous professional development and adherence to ethical and professional standards
- Location: London – Hybrid working model (2–3 days in the office)
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