Tax Manager

Private Client Tax Manager / Senior Manager Industry: Personal Tax Salary: £70,000 – £85,000 We are partnered with a successful accountancy practice who are recruiting a skilled and commercially driven Tax Manager to join their specialised Personal Tax team, focusing on high-net-worth individuals (HNWIs) and non-UK domiciled clients. This role is central to delivering strategic, compliance-driven tax solutions across complex personal tax areas including Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax planning.

As a key leader, you will oversee client portfolios, ensure adherence to HMRC regulations and spearhead advisory initiatives that enhance client outcomes and support firm growth. With a strong foundation in CTA qualification and hands-on experience in both compliance and advisory functions, you will mentor junior staff, contribute to business development, and maintain expertise in evolving tax legislation. This is a high-impact opportunity for a proactive professional passionate about delivering tailored, forward-thinking tax strategies in a client-focused, results-driven environment.

Responsibilities:
Lead end-to-end personal tax compliance for high-net-worth and non-UK domiciled clients, including preparation and review of annual tax returns, IHT filings, and CGT computations. Deliver strategic tax advisory on wealth preservation, estate planning, and tax-efficient structuring, with a focus on non-UK domicile rules and international tax implications. Advise on complex issues such as trusts, chargeable transfers, deemed disposals, and lifetime/death duties, ensuring full compliance with current legislation and HMRC guidance.

Partner with senior partners and cross-functional teams to design customised tax solutions aligned with client goals and risk profiles. Mentor and supervise junior tax professionals, promoting accuracy, continuous learning, and exceptional client service. Support business development through client presentations, proposal writing, and active participation in industry networking events. Monitor legislative updates—including changes to IHT thresholds, CGT rates, and anti-avoidance rules—and implement timely guidance across client engagements.

Maintain rigorous adherence to firm quality standards, professional ethics, and regulatory requirements. Requirements CTA qualification (or equivalent) with demonstrable experience in personal tax. Minimum 5 years’ experience in a firm providing mixed compliance and advisory services to HNWIs and non-UK domiciled individuals. Expertise in Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax matters, including domicile, remittance basis, and international tax considerations.

Strong knowledge of trust structures, lifetime gifts, and estate planning strategies. Proven ability to manage multiple client engagements efficiently, with precision and attention to detail. Excellent communication and interpersonal skills, with the ability to simplify complex tax concepts for non-specialist clients. Track record in client relationship management, business development, and team leadership. Proficiency in tax software and productivity tools, with a commitment to ongoing professional development.

Benefits Competitive salary of up to £80,000 Excellent benefits package Hybrid / agile working Enhanced annual leave Please contact Andy Irvine on Andrew Irvine | Linked In for a confidential conversation. Refer a friend We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people.

We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2

Shop vouchers. (Terms & Conditions apply).