Private Client Tax Manager – REMOTE

• United Kingdom (Remote)
• Up to £60,000

Why apply for this role?

• Fully remote working with only ad hoc travel required
• Highly advisory-focused role with limited routine compliance
• Broad exposure across Private Client, OMB and Corporate Tax
• Work closely with the Tax Director on complex advisory projects
• Opportunity to act as a trusted second-in-command and take ownership of projects
• Varied client base including HNW individuals, business owners and corporate groups

About the Job

Working closely with the Tax Director, the Tax Manager will play a key role in the preparation and delivery of complex tax advisory work across both personal and corporate taxation.

• Support the Tax Director with the preparation and delivery of high-quality tax advice.
• Take an active role in the end-to-end delivery of complex tax advisory projects.
• Prepare clear, well-structured and technically accurate written tax advice and reports.
• Advise Owner Managed Businesses and their owners on a range of personal and corporate tax matters.
• Support Private Client tax planning including Inheritance Tax, Capital Gains Tax and income extraction.
• Assist with wider tax planning and restructuring projects for businesses and their shareholders.
• Support Corporate Tax advisory projects including group restructures, reorganisations and demergers.
• Draft tax clearance applications and technical advice documents.
• Gain exposure to share schemes, remuneration planning and purchase of own shares.
• Support ERS reporting and ATED matters where required.
• Undertake detailed technical research and apply findings to individual client scenarios.
• Act as a technical point of contact for colleagues across the wider business.
• Liaise directly with clients and internal teams to gather information and progress assignments.
• Manage workflow and ensure advisory projects are delivered accurately and on time.
• Contribute to the development of internal technical knowledge and best practice.
• Assist with complex compliance work during busy periods where required.
• Support disclosure work and HMRC enquiries where necessary.
• Build strong client relationships and deliver a high standard of client service.

Previous Experience

• CTA qualified with post-qualification experience in a tax advisory role.
• Strong UK tax technical knowledge across Private Client, OMB and/or Corporate Tax.
• Previous experience advising Owner Managed Businesses and their shareholders would be highly desirable.
• Alternatively, strong Private Client or Corporate Tax advisory experience will be considered.
• Experience with Private Client planning including IHT, CGT and income extraction would be advantageous.
• Exposure to corporate restructuring, group reorganisations, demergers or purchase of own shares would be beneficial.
• Experience drafting tax clearance applications would be advantageous.
• Exposure to share schemes, remuneration planning, ERS or ATED would be beneficial but is not essential.
• Proven experience preparing high-quality written tax advisory reports.
• Strong understanding of UK tax legislation and the ability to research complex technical matters.
• Excellent written and verbal communication skills.
• Confidence dealing directly with clients and senior stakeholders.
• Strong attention to detail and technical accuracy.
• Ability to manage multiple projects and competing deadlines.
• Proactive, hands-on approach with the ability to drive advisory projects forward independently.

For further information on this opportunity, or if you are considering the next step in your Tax career, get in touch with Ben McKinney (ben.mckinney@hireiq.co.uk) in complete confidence.