At a Glance
- Tasks: Lead diverse tax advisory projects for high net worth clients and businesses.
- Company: Join a respected independent practice known for practical, client-focused advice.
- Benefits: Competitive salary, professional development, and the chance to work with senior leadership.
- Other info: Opportunity to mentor junior team members and grow your career in a dynamic environment.
- Why this job: Make a real impact in a varied role with significant autonomy and client interaction.
- Qualifications: CTA qualified with strong experience in private client tax and trusts.
The predicted salary is between 60000 - 75000 £ per year.
This is a standout opportunity for an experienced Tax Manager or Senior Tax Manager to join a highly regarded independent practice with a strong reputation for delivering practical, commercially focused advice. This is a genuinely broad advisory role covering private clients, business owners, trusts & estates, and complex tax structuring work, offering exceptional variety and exposure across personal and corporate taxation.
You will work closely with senior leadership, taking ownership of high value advisory projects and acting as a trusted adviser to a sophisticated client base.
About The RoleThis is a highly varied, advisory-led position where you will take responsibility for a diverse portfolio spanning high net worth individuals, owner-managed businesses, trusts and estates. The role combines complex technical advisory work with oversight of compliance, giving you full exposure to the lifecycle of client matters from planning through to delivery and implementation.
- Take ownership of a diverse portfolio including owner-managed businesses, high net worth individuals, trusts and estates.
- Lead complex advisory work spanning inheritance tax planning, succession planning, wealth structuring, and estate planning.
- Advise on corporate restructuring, including demergers, incorporations, share reorganisations, acquisitions and disposals.
- Provide specialist advice across personal tax, corporate tax, trusts, estates and property related matters.
- Manage and oversee complex compliance work including personal, corporate and trust tax returns.
- Act as a key adviser on HMRC enquiries, disclosures and technical discussions.
- Work on cross-border and residency related tax matters where required.
- Identify and drive forward advisory opportunities across your client portfolio.
- Work closely with senior leadership on complex planning and strategic client matters.
- Collaborate with wider teams to deliver integrated tax and advisory solutions.
- Support the development of junior team members through review and guidance.
- CTA qualified or equivalent; STEP would be advantageous but not essential.
- Strong experience in private client tax.
- Proven expertise in Trusts and Estates and inheritance tax planning.
- Experience advising high net worth individuals and owner-managed businesses.
- Strong technical knowledge across personal and corporate tax.
- Experience delivering complex advisory and planning projects.
- Confident managing HMRC interactions and technical queries.
- Experience reviewing work and supporting junior staff development.
- Strong communication and client relationship skills.
- Full right to work in the UK.
Private Client Tax Manager in Frimley employer: Howett Thorpe
Join a highly regarded independent practice in Camberley, where you will thrive in a dynamic work culture that values collaboration and innovation. With a strong focus on employee growth, you will have the opportunity to take ownership of diverse advisory projects while working closely with senior leadership, ensuring a rewarding career path. The firm offers competitive salaries and a supportive environment that encourages professional development, making it an excellent employer for those seeking meaningful and impactful work.
