Private Client Tax Manager: Focused Wealthy Individuals and Advisory
Listed on 2026-06-19
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Finance & Banking
Tax Advisor, Tax Manager, Financial Compliance, Wealth Management
Take your career to new heights as a Private Client Tax Manager specializing in high-net-worth individuals. Embrace an engaging role with comprehensive tax supervision and advisory responsibilities tailored to client needs.
This managerial position involves managing a diverse portfolio of high-net-worth and ultra-high-net-worth clients. With a solid five years of personal tax experience in a practice environment, you will lead a small team, oversee tax compliance, and conduct critical research. Your contributions will help advance training initiatives and enhance the scope of tax advisory services offered.
Key Responsibilities- Manage custom tax returns for private clients
- Guide and supervise Tax Seniors and Trainees
- Lead training efforts and implement departmental programs
- Collaborate with Tax Partners for business growth
- Maintain current knowledge of tax regulations and marketing practices
- ATT or CTA qualified
- At least 5 years’ experience in personal tax
- Robust background in a practice setting
- Demonstrated leadership and team-building abilities
- Expertise in conducting impactful technical research
Join a dedicated team focused on delivering tailored tax solutions for high-net-worth individuals, significantly impacting client success.
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