Senior Tax Manager – Private Client

Greater London, England, United Kingdom (Hybrid)

Why apply for this role?

• Clear progression pathway to Director
• Excellent varied exposure across HNW, trusts, estates and international tax
• Work directly with Directors and Partners
• Flexible hybrid working
• Opportunity to lead complex advisory projects

About the Job

Reporting to the Tax Directors and Partners, the Private Client Tax Senior Manager will be responsible for managing a complex portfolio and completing the following duties:

• Manage a portfolio of high-net-worth and ultra-high-net-worth individuals, families, trusts and estates.
• Advise on inheritance tax, succession planning and intergenerational wealth.
• Manage residence, domicile and international private client matters.
• Advise on offshore trusts and cross-border structures.
• Lead complex private client tax advisory and planning projects.
• Support OMB restructuring projects, including mergers, demergers, acquisitions and profit extraction.
• Provide technical oversight and review of personal and trust tax compliance.
• Manage complex HMRC enquiries, investigations and disclosures.
• Identify additional advisory opportunities across the client portfolio.
• Build and maintain strong relationships with clients and professional referrers.
• Support proposals, pitches and wider business development activity.
• Manage, mentor and develop junior members of the tax team.
• Work collaboratively with other tax and advisory service lines.

Previous Experience

• Previous experience working within Private Client Tax in an accountancy practice.
• Currently operating at Senior Manager level or an experienced Manager ready to progress.
• Strong experience advising high-net-worth individuals, families, trusts and estates.
• Experience across inheritance tax, trusts, succession planning or international private client tax.
• Strong client management and technical review experience.
• Experience supervising and developing junior team members.
• Commercial awareness and an interest in business development.
• CTA qualified.
• STEP qualified or experience with trusts would be desirable.

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