Private Client Tax Manager

Private Client Tax Manager

Full-Time 51750 - 63250 Β£ / year (est.) Home office (partial)
MCS Group

At a Glance

  • Tasks: Manage private client portfolios and deliver expert tax advice on inheritance, trusts, and estates.
  • Company: Leading professional services firm with a global reach and tailored financial solutions.
  • Benefits: Hybrid working, 33 days holiday, private medical, and enhanced parental leave.
  • Other info: Supportive environment with opportunities for coaching and career development.
  • Why this job: Join a dynamic team and make a real impact in private client tax advisory.
  • Qualifications: CTA qualified with experience in private client tax and strong communication skills.

The predicted salary is between 51750 - 63250 Β£ per year.

A leading professional services firm providing audit, tax, advisory, corporate finance, payroll, and wealth management services to private individuals, owner-managed businesses, and organisations. Operating across multiple international markets, the firm delivers tailored financial and strategic advice to a broad range of clients.

What's in it for you?

  • Hybrid working
  • Agile working with time-off accrual
  • Private medical
  • 5% + 5% pension
  • 33 days holiday
  • Income protection
  • Enhanced parental leave (maternity, paternity, adoption)
  • Paid volunteering day to support causes that matter to you

Job Duties of the Private Client Tax Manager include:

  • Manage a portfolio of private clients, providing advice across inheritance tax, trusts, estates and succession planning.
  • Deliver tax planning projects and review complex tax returns, ensuring high-quality and technically accurate work.
  • Build strong client relationships and act as a key point of contact for day-to-day tax matters.
  • Support and develop junior team members through coaching, review and technical guidance.
  • Identify opportunities to expand client relationships and support wider business development.

What you need to be the Successful Private Client Tax Manager?

  • CTA qualified with strong experience in private client tax advisory and compliance.
  • Good technical knowledge of inheritance tax, trusts, estates, succession planning and capital taxes.
  • Experience managing client work streams and supporting junior team members.
  • Strong communication and organisational skills, with the ability to manage multiple deadlines.
  • Comfortable with technical research and specialist tax software.

Private Client Tax Manager employer: MCS Group

MCS Group is an exceptional employer, offering a dynamic work environment where technical expertise meets customer service excellence. With a strong commitment to employee growth, comprehensive training, and a supportive team culture, this role as a Field Telecoms Engineer provides the opportunity to work on critical infrastructure projects while enjoying the benefits of a competitive salary and company vehicle. Located in Northern Ireland, MCS fosters a diverse and inclusive workplace, ensuring that every team member can thrive and contribute meaningfully.

MCS Group

Contact Details:

MCS Group Recruitment Team

We think you need these skills to ace Private Client Tax Manager

CTA Qualification
Private Client Tax Advisory
Tax Compliance
Inheritance Tax Knowledge
Trusts and Estates Knowledge
Succession Planning Expertise
Capital Taxes Knowledge