Private Tax Manager

Our client is a well-established and respected accounting firm based in Leicester, known for providing exceptional private client tax services to high-net-worth individuals, family offices, trusts, and estates. They pride themselves on delivering sophisticated tax planning solutions and maintaining long-term client relationships built on technical excellence and personal service.

The Opportunity

Due to continued growth and client demand, our client is seeking a highly experienced and technically proficient Private Tax Manager to join their Leicester team. This senior role offers excellent career progression opportunities within a supportive and collaborative environment, working with some of the region's most affluent private clients.

Key Responsibilities

Technical Tax Management

• Prepare and review complex personal tax returns, including self-assessment, capital gains tax, and inheritance tax computations
• Manage sophisticated trust and estate tax planning strategies
• Handle non-resident and domicile planning matters
• Advise on capital gains tax reliefs, including business asset disposal relief and investors' relief
• Oversee inheritance tax mitigation strategies and estate planning structures
• Manage tax investigations and enquiries with HMRC

Client Advisory Services

• Provide strategic tax planning advice to high-net-worth individuals and families
• Structure complex transactions to optimise tax efficiency
• Advise on residence and domicile matters for internationally mobile clients
• Develop bespoke tax planning solutions for business owners and entrepreneurs
• Coordinate with other professional advisors including solicitors, investment managers, and accountants

Technical Leadership

• Mentor and develop junior tax professionals within the team
• Conduct technical training sessions and knowledge sharing
• Stay current with tax legislation changes and communicate implications to clients and team
• Quality review complex tax computations and advice letters
• Lead technical research on emerging tax issues

Client Relationship Management

• Build and maintain strong relationships with existing high-value clients
• Identify opportunities for additional services and business development
• Attend client meetings and presentations
• Manage client expectations and deliver exceptional service standards

Essential Requirements

Professional Qualifications

• ACA, ACCA, or CTA qualification (CTA strongly preferred)
• Minimum 8-10 years of private client tax experience
• Advanced technical knowledge of UK personal tax legislation

Technical Expertise

• Expert knowledge of income tax, capital gains tax, and inheritance tax
• Extensive experience with trust taxation and estate planning
• Strong understanding of residence and domicile rules
• Experience with tax investigation procedures and HMRC dealings
• Proficiency with tax software (Lacerte, ATT, or similar platforms)
• Advanced Excel skills and financial modelling capabilities