Personal Tax Manager- Advisory focus

Personal Tax Manager/Senior Manager - Private Client Services About the Role

Our client, a well-established traditional accountancy firm in North West London, is seeking an experienced Personal Tax Manager to join their Private Client Services team. This is primarily a compliance-focused role with opportunities for ad-hoc advisory work, serving Ultra High Net Worth Individuals (UHNWI), High Net Worth Individuals (HNWI), and a diverse portfolio of sophisticated private clients.

• Lead comprehensive personal tax compliance for UHNWI/HNWI clients with complex multi-jurisdictional affairs
• Prepare, review and file Self-Assessment returns, including sophisticated schedules for employment, self-employment, property, investments, and overseas income
• Manage compliance deadlines and maintain detailed client records and files
• Handle compliance for non-domiciled individuals including remittance basis elections and calculations
• Provide ad-hoc advisory support on immediate tax queries and compliance issues
• Support with Capital Gains Tax compliance and optimisation opportunities as they arise
• Assist with Inheritance Tax compliance matters and basic planning queries
• Prepare correspondence with HMRC and handle routine enquiries

• Manage day-to-day client relationships for a substantial portfolio of high-value private clients
• Maintain regular contact with clients throughout compliance periods
• Handle routine client queries and provide immediate responses on compliance matters
• Coordinate information gathering from clients, family offices, and professional advisors
• Escalate complex advisory matters to Partners while managing client expectations
• Provide clear explanations of compliance requirements and deadlines to clients

• Stay current with tax legislation changes affecting private clients
• Research complex technical issues and provide authoritative advice
• Review work of junior team members and provide technical guidance
• Contribute to firm's technical knowledge base and training programmes

• Support Partners in client meetings and compliance reviews
• Identify opportunities for additional compliance or advisory services within existing relationships
• Maintain detailed client notes and fee recovery records
• Contribute to the training and development of junior team members
• Support the team's workflow management and resource planning

• Professional Qualification
  : ACA, ACCA, CTA, or ATT (CTA preferred)
• Experience
  :
  Minimum 5-7 years in personal tax, with at least 3 years focused on HNWI/UHNWI clients

• Advanced understanding of UK personal taxation
• Experience with non-domiciled individual taxation
• Knowledge of trust and estate planning
• International tax experience, particularly US/UK, Middle East, or European jurisdictions
• Familiarity with offshore structures and jurisdictions