Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage high-net-worth client portfolios and lead complex tax advisory projects.
- Company: Join K3TA, a growing firm with a focus on Family & Wealth management.
- Benefits: Flexible remote work, career progression, and a supportive team environment.
- Why this job: Gain exposure to intricate tax matters and make a real impact in clients' lives.
- Qualifications: CTA qualified with significant UK Private Client tax experience.
- Other info: Opportunity to mentor junior staff and develop your own client portfolio.
The predicted salary is between 60000 - 80000 £ per year.
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
K3TA are looking for an experienced Personal Tax Manager to join our growing Family & Wealth team. This is a senior, client-facing advisory role. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients.
You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff. This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged. This position is particularly suited to someone who wants exposure to complex advisory work rather than volume compliance.
Key Responsibilities:- Advisory Project Work
- Preparing advisory reports and leading client calls
- Advising on all points of UK tax in relation to internationally mobile HNWIs, often on short time scales ahead of business exits.
- Supporting IHT and BPR reviews and preparing technical analysis for director sign-off
- Co-ordinating international tax matters with our international contacts and UK tax residence planning projects
- Assisting with structuring, family wealth planning and business exit planning
- Technical Review & Decision-Making
- You will be expected to act as a technical reviewer for personal tax matters within the team. This includes:
- UK personal tax planning
- Statutory Residence Test and non-residence planning
- Overseas income and remittance matters
- Trusts and beneficiary taxation
- Inheritance Tax planning and Business Property Relief
- Cross-border issues and interaction with overseas advisers
- Project Management & Workflow
- The role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. This will include:
- Daily oversight of team workflow and project progression
- Reviewing work prepared by junior team members to a high technical standard
- Being a touch point for technical queries
- Monitoring WIP, recoveries and billing on your projects
- Ensuring appropriate pricing and commerciality of work
- Attending/leading new client meetings across all areas of Private Client tax
- Preparing clear scopes of work and fee quotes
- CTA qualified (or equivalent experience)
- Significant experience in a UK Private Client tax role
- Strong technical knowledge of:
- Statutory Residence Test
- Non-residence and temporary non-residence
- Trust taxation and beneficiary matching
- Inheritance Tax and BPR
- International and cross-border personal tax matters
- Ability to independently research technical issues and reach defensible conclusions
- Experience dealing directly with high-net-worth clients
- Experience with the following is desirable:
- Microsoft Office and practice management systems
- Digita Personal Tax (or similar tax software)
- Tax research platforms (Tolleys, Practical Law, Croner-i, Kessler)
- Strong communicator with excellent client skills
- Organised with the ability to manage multiple projects simultaneously
- Comfortable supervising and mentoring junior staff
- Proactive and able to take ownership of client relationships
- A supportive and technical environment with genuine scope to develop specialist expertise.
- Exposure to a broad range of interesting and complex client matters.
- Opportunities for progression within a growing team.
- A built in client base, with opportunities to develop your own portfolio and referral network.
- Flexible working, and a fully remote role. We do our best work in our preferred environment.
Locations
Personal Tax Manager in Lincoln, Lincolnshire employer: K3 Capital Group Plc
Contact Detail:
K3 Capital Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in Lincoln, Lincolnshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Personal Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your technical knowledge in UK personal tax and international matters. Share specific examples of how you've tackled complex advisory work.
✨Tip Number 3
Prepare for those client calls! Since this role is client-facing, practice explaining technical concepts clearly and confidently. Role-play with a friend or mentor to get comfortable discussing tax strategies and project scopes.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a fantastic team here at StudySmarter, and we want to see your application come through. It’s a great way to ensure your CV lands in the right hands!
We think you need these skills to ace Personal Tax Manager in Lincoln, Lincolnshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience with high-net-worth clients and any relevant technical skills, especially in UK personal tax and international matters. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your expertise can benefit our Family & Wealth team. Be sure to mention specific projects or experiences that showcase your advisory skills.
Showcase Your Technical Knowledge: In your application, don't shy away from showcasing your technical knowledge. Discuss your familiarity with the Statutory Residence Test, trusts, and inheritance tax planning. We love candidates who can confidently discuss complex tax issues!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to show us what you've got. Plus, it's super easy!
How to prepare for a job interview at K3 Capital Group Plc
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal tax, international matters, and trusts. Be ready to discuss specific scenarios involving high-net-worth clients and how you would approach their unique tax situations.
✨Showcase Your Advisory Skills
Prepare examples of past advisory projects you've led, especially those involving complex tax issues. Highlight your ability to convert enquiries into ongoing relationships and how you've successfully managed client expectations.
✨Demonstrate Leadership and Mentoring
Since this role involves mentoring junior staff, think of instances where you've guided others. Be prepared to discuss your approach to team management and how you ensure high technical standards in their work.
✨Be Ready for Technical Challenges
Expect to defend your technical conclusions during the interview. Prepare to explain your thought process behind key decisions, especially regarding statutory residence tests and inheritance tax planning, as these are crucial for the role.