Senior Manager – Private Client Compliance & Advisory

Senior Manager – Private Client Compliance & Advisory

Any office - Birmingham, Bristol, Glasgow, Leeds, London, Manchester, Nottingham, Sheffield (Hybrid, minimum 3 days per week in the office)

Our Private Client team works across a broad range of clients and situations, supporting individuals and families with both day-to-day compliance and more complex advisory needs. You will work as part of a collaborative team, alongside experienced colleagues across the wider firm, to provide practical, commercially focused advice.

We are looking for someone who has:

• Significant experience within a Private Client / Personal Tax team in a professional services environment.
• Extensive experience managing a portfolio of self‑assessment tax returns for high‑net‑worth individuals, entrepreneurs, business owners and trustees.
• A strong track record of leading the delivery of a high‑quality, efficient personal tax compliance service.
• Experience managing and reviewing complex personal tax compliance matters, including Self‑Assessment returns for individuals and trustees
• Strong technical knowledge across:
  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Trusts and Estates
  • Remuneration and extraction planning
  • Succession and wealth planning considerations
  • Personal tax residence status
• Experience identifying opportunities to provide additional value and advisory support to Private Client clients.
• Experience building trusted client relationships and acting as a key point of contact for clients and professional intermediaries.
• Experience leading, mentoring and developing tax professionals within a Private Client team.
• Strong organisational and workflow management skills, with the ability to oversee compliance delivery across a varied portfolio.
• A collaborative mindset and the ability to work closely with colleagues across the wider tax practice to deliver joined‑up advice to clients.
• CTA qualified (preferred) or ACA, ATT or equivalent qualification with substantial relevant experience.
• Experience leading or developing a Private Client compliance function.
• Experience working with entrepreneurial and family‑owned businesses, supporting both business and personal tax matters.
• Experience of trust structuring, family succession planning and inheritance tax advisory work.
• Experience of residence, domicile and international private client tax matters.
• Experience contributing to business development initiatives and growth within a Private Client practice.
• Experience supporting the strategic development of a Private Client team and service offering.

Key Skills

• Strong Private Client technical expertise.
• Excellent client relationship and stakeholder management skills.
• Ability to lead and manage a large compliance portfolio.
• Strong commercial awareness and ability to identify advisory opportunities.
• Exceptional organisational and project management skills.
• Ability to prioritise competing deadlines and manage workflow effectively.
• Strong people leadership, coaching and mentoring capability.
• Pragmatic and commercially focused approach to problem solving.
• Commitment to delivering an outstanding client experience.

Please Note:

• Only those applicants who have a legal right to work in the UK and have an appropriate amount of practical relevant UK tax experience, as outlined above, will be considered for these roles.

We regularly benchmark our salaries to ensure we remain competitive and continue to attract high‑calibre talent. In addition to a strong salary and benefits package, you will have the opportunity to join our All‑Employee Share Reward Scheme, which gives every employee a share in the firm’s profits above a fixed threshold.

Why Claritas?

• A chance to join one of the UK’s fastest growing independent, full‑service tax practices
• High‑quality work and people
• Strength in depth of experience across all areas of tax
• Respect for one another’s work / life balance
• Home and office working is the norm (and has been for a long time)
• Being part of an exciting growth journey and national expansion