Senior Manager, Private Client Tax Advisory

The role involves working within our Tax Advisory Team, providing bespoke tax advisory services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, family offices, and trusts. Responsibilities include managing a portfolio of clients, delivering excellent tax advice, and supporting the firm’s business development initiatives.

The Tax Advisory Team advises individuals and their associated entities, providing UK tax advisory services to both UK-based wealthy families and those with international affairs. This includes advising on all aspects of personal tax affairs as well as the tax position for trusts and corporate structures.

The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client exceptional advice and maximum added value.

Responsibilities:

• Support the Engagement Partner through the client’s objectives and deliver on technical demands to provide excellent tax advice and service.
• Lead on client engagements and liaise with specialist teams (e.g. corporate tax, accounts, audit, payroll) to ensure timely delivery of work and handle ad-hoc queries.
• Ensure deliverables are prepared within the set time frame.
• Provide advisory services on tax-efficient wealth structuring, trusts, estate planning, and succession planning.
• Mentor junior team members, imparting technical guidance and feeding back on performance.
• Provide excellent client management skills including budgeting, invoicing and handling ad-hoc queries.
• Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches.

You:

The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position requires a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach, and get things done. They must possess confidence and professionalism to establish credibility at all levels, be commercially minded, and have a clear perception of client requirements.

Technical skills are important; the successful candidate will have a proven track record of leading engagements with HNWI/UHNWI families. This position also requires a team-oriented and flexible personality, alongside experience in organising the delivery of tax work, problem solving, and using their own initiative. The candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services, and experience managing a demanding portfolio.

Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience. The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities. For the right individual, there is scope to progress quickly within the team.

Reward and benefits:

A 35-hour working week with a hybrid working policy allowing flexibility to work from home for up to three days per week (core hours are 10-4). Excellent benefits including a contributory pension scheme, 25 days annual leave, life assurance cover, and flexible benefits and family-friendly policies. Eligibility for the firm’s Profit-Sharing Plan, paid in December, and eligibility for the discretionary bonus scheme.

Equality, Diversity & Inclusion:

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.