Private Client Tax Advisor​/Manager. LilyLifestyle

Tax Advisory Manager (Private Client)

Join a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You'll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand.

As a Tax Advisory Manager, you'll lead on complex private client and owner‑managed business (OMB) tax planning projects. This is a predominantly advisory role (around 90%), where you'll work closely with clients and their professional advisers to deliver tailored solutions in areas such as inheritance tax, trust planning, capital gains tax, and residence/domicile matters. You'll manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members.

While compliance oversight is part of the role, it supports the advisory work rather than drives it. This is an opportunity to make a real impact, combining technical expertise with strategic thinking.

• ATT and/or CTA qualification (essential); STEP qualification desirable.
• Strong technical background in private client and OMB taxation, working on advisory projects across a range of tax matters.
• Proven experience advising on IHT, trust planning, CGT, and residence/domicile issues.
• Excellent communication and report‑writing skills, with the ability to simplify complex matters.
• Commercially minded, client‑focused, and confident leading advisory projects.
• Ability to work autonomously while contributing to a collaborative senior team.

• Competitive salary and benefits package.
• Flexible working options, including hybrid arrangements.
• Opportunity to work on high‑quality, complex advisory projects.
• Support for professional development and progression within a growing practice.
• A collaborative, supportive environment where your expertise is valued.

Apply today and join a firm where your technical skills and strategic insight will make a real difference.