Private Client Tax Manager

Are you an experienced tax professional looking to make a real impact in the private client sector? This firm supports high-net-worth individuals, trustees, partnerships, and family businesses with tailored tax solutions. With a focus on delivering high-quality service, the firm aims to be a trusted adviser in the private client space.

This role can be based in a number of locations across the North of England. 

Scope of the role

As a Private Client Tax Manager, you will oversee a portfolio of private client accounts, ensuring accurate compliance and providing strategic advice. You will lead technical assignments, mentor junior staff, and contribute to business growth initiatives. Your role will involve working closely with partners and building strong client relationships.

• Manage end-to-end tax compliance for diverse private clients, including compliance review and submissions.
• Deliver technical advisory projects on estate planning, inheritance tax, capital gains, and income tax.
• Collaborate with colleagues to identify cross-service opportunities and develop new clients.
• Supervise and support junior team members, fostering their development.
• Keep abreast of tax legislation updates and implement changes within client strategies.

The ideal profile

Are you someone who thrives in a client-focused environment, enjoys complex tax issues, and leads with confidence? We are seeking dedicated professionals who want to advance their careers in private client tax.

• CTA qualification preferred or equivalent management experience.
• Strong knowledge of UK personal tax, inheritance tax, and estate planning.
• Proven experience managing private client portfolios and delivering advisory services.
• Skilled in building and maintaining client relationships.
• Ability to review technical work and guide junior staff effectively.
• Experience working within a multi-site or multi-national firm.
• Background in tax planning for high-net-worth individuals and family offices.
• Enhanced communication skills for engaging with high-profile clients.
• Elevate your career by joining a team dedicated to excellence in private client tax services.

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’. If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, please DO APPLY for this opportunity. Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.