Competitive salary, depending on experience
A growing and highly regarded accountancy firm is looking to appoint a Private Client Tax Manager / Senior Manager into its established and expanding tax team.
The role will focus on a varied portfolio of HNW individuals, families, entrepreneurs, business owners and trustees, with a strong mix of compliance and advisory work.
This is a particularly good opportunity for someone who wants genuine client ownership, Partner exposure and more complex advisory work, rather than being purely compliance-focused.
There is also scope to develop your management, business development and technical skills as the team continues to grow.
What you'll be doing
London, Hybrid & flexible
Competitive salary, depending on experience
A growing and highly regarded accountancy firm is looking to appoint a Private Client Tax Manager / Senior Manager into its established and expanding tax team.
The role will focus on a varied portfolio of HNW individuals, families, entrepreneurs, business owners and trustees, with a strong mix of compliance and advisory work.
This is a particularly good opportunity for someone who wants genuine client ownership, Partner exposure and more complex advisory work, rather than being purely compliance-focused.
There is also scope to develop your management, business development and technical skills as the team continues to grow.
What you'll be doing
- Managing a portfolio of HNW and UHNW individuals, families, entrepreneurs and business owners
- Preparing and reviewing complex UK Self-Assessment tax returns
- Advising on income tax, CGT, IHT and wider estate planning
- Working on international tax matters, including worldwide income and foreign tax credits
- Advising on UK residence and the latest post-April 2025 tax rules
- Supporting clients through HMRC enquiries, settlements and voluntary disclosures
- Advising on trusts, estates and offshore structures
- Providing advice around UK property taxation and property structuring
- Working on de-enveloping and wider property planning matters
- Building strong, long-term relationships with clients
- Reviewing work and supporting more junior members of the team
- Managing workflows and ensuring deadlines and quality standards are maintained
- Getting involved in technical articles and wider marketing/BD activity
What we’re looking for
- 3-4+ years' experience in UK Private Client Tax
- Strong experience working with HNW/UHNW individuals, families or business owners
- A solid background across both personal tax compliance and advisory
- ATT, CTA, ACA or equivalent qualification
- Strong technical knowledge across income tax, CGT and IHT
- Good understanding of international/private client tax matters
- Confident communicator who enjoys building genuine client relationships
- Organised, commercially minded and comfortable managing multiple deadlines
- Previous experience reviewing work and supporting junior team members
Experience across offshore trusts, estate planning, international tax or property structuring would be a real advantage.
What's on offer
- Competitive salary depending on experience
- Hybrid and flexible working
- Genuine autonomy and client ownership
- Direct exposure to senior tax professionals and Partners
- A varied HNW/UHNW client base
- Strong opportunity to develop your advisory and technical experienceManagement and mentoring responsibilities
- Opportunity to get involved in business development and marketing
- Clear scope to progress as the team continues to grow
This Private Client Tax Manager / Senior Manager role would suit someone who wants to move beyond straightforward compliance and take on more complex advisory work, greater client responsibility and genuine progression.
#J-18808-Ljbffr
Tax Manager - Personal Tax employer: Insite US
As a leading accountancy firm in Edinburgh, we pride ourselves on fostering a collaborative and inclusive work culture that values professional growth and development. Our employees benefit from a supportive environment where they can engage with high-net-worth clients and tackle complex tax issues, all while enjoying competitive remuneration and opportunities for career advancement. Join us to be part of a dynamic team that is committed to excellence and innovation in the field of private client tax management.
