At a Glance
- Tasks: Manage high-net-worth clients and deliver innovative tax advisory services.
- Company: Top-tier UK accountancy firm with a dynamic and inclusive culture.
- Benefits: Competitive salary, hybrid working, birthday leave, and clear career progression.
- Why this job: Join a leading firm and make a real impact in private client tax.
- Qualifications: Solid experience in private client tax and relevant professional qualifications.
- Other info: Mentor junior staff and collaborate on complex projects in a supportive environment.
The predicted salary is between 42000 - 66000 £ per year.
This is a confidential job opportunity - please do not apply to the role or share with others unless the applicant holds solid Private Client Tax experience within a UK practice environment.
We are seeking a highly skilled Private Client Tax Manager to join our client’s London office and play a key role within a top-tier UK accountancy firm consistently ranked among the Top 10 nationally. As the UK’s largest SME-focused practice, they provide a dynamic, inclusive and forward-thinking environment where tax professionals can thrive. In this pivotal role, you will lead a portfolio of high-net-worth individuals, business owners, trusts and estates, delivering both compliance and strategic tax advisory services. You’ll drive client success through innovative tax planning, mentor junior staff and collaborate with partners on complex, high-value matters. This is a unique opportunity to advance your career within a firm that champions professional development, diversity and exceptional client service.
Responsibilities:
- Manage a diverse portfolio of private clients, ensuring full compliance with UK tax regulations and addressing evolving advisory needs.
- Serve as the primary point of contact, building long-term, trust-based client relationships.
- Oversee the preparation and review of self-assessment tax returns, Inheritance Tax (IHT), Capital Gains Tax (CGT) and trust returns.
- Develop and implement bespoke tax planning strategies, including IHT mitigation, estate planning, residency and domicile advice and succession planning.
- Lead or contribute to high-impact advisory projects in partnership with senior partners and specialists.
- Mentor and support junior team members to foster professional growth and team excellence.
- Stay ahead of legislative changes and proactively communicate key updates to clients and internal teams.
Requirements:
- ACA, ACCA, or equivalent professional qualification.
- Proven experience in private client tax within a UK accountancy practice.
- In-depth knowledge of UK personal tax legislation, including IHT, CGT and trust taxation.
- Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals.
- Strong leadership and interpersonal skills with experience in team supervision and development.
- Commitment to ongoing professional development and staying current with tax law changes.
Benefits:
- Competitive salary package up to £55,000 DOE.
- Hybrid and flexible working.
- Birthday leave and enhanced holiday package.
- Professional subscription support.
- Access to exciting client work, both compliance and advisory.
- Clear career progression in a top-tier firm with a supportive team culture.
Private Client Tax Senior employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also a great addition to their team culture!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple way to express your appreciation and reiterate your interest in the position. We believe this small gesture can make a big difference in keeping you top of mind.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for talented individuals like you to join our network!
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your Private Client Tax experience. We want to see how your skills align with the job description, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your background in UK tax legislation makes you stand out. We love a good story!
Showcase Your Soft Skills: Don’t forget to mention your leadership and interpersonal skills. We value team players who can mentor others and build strong client relationships, so let us know how you’ve done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal tax legislation, especially around IHT, CGT, and trust taxation. Be ready to discuss specific cases or scenarios where you've successfully managed complex tax affairs for high-net-worth individuals.
✨Showcase Your Client Relationship Skills
Since this role involves building long-term, trust-based relationships with clients, think of examples where you've excelled in client management. Prepare to share how you've handled challenging situations and maintained client satisfaction.
✨Demonstrate Leadership and Mentoring
As a Private Client Tax Senior, you'll be expected to mentor junior staff. Have some anecdotes ready about how you've supported team members in their professional growth or led projects that required collaboration and guidance.
✨Stay Ahead of the Game
Be prepared to discuss recent changes in tax legislation and how they might impact clients. Showing that you're proactive about staying informed will demonstrate your commitment to ongoing professional development and client service.