Private Client Tax Manager
Core
Manage a diverse portfolio of high-net-worth personal tax clients, providing bespoke advice on Inheritance Tax, Capital Gains Tax, income tax, international tax, and trust/estate matters.
Role type
Senior IC tax manager (private client)
Builds
Bespoke tax advisory solutions and client relationships
Domain
Professional services / Tax advisory
Deliverable
client delivery
Required skills
Inheritance Tax, Capital Gains Tax, Income Tax, International Tax, Trusts and Estates, HMRC Investigations, Tax computations, Client portfolio management, Team leadership, Business development, Process efficiency
Preferred skills
Existing network of regional contacts, ACA/ACCA/CTA qualifications
Technologies
None stated
Responsibilities
Manage client portfolio and deliver complex tax advisory outcomes; Lead team development and conduct performance reviews; Drive operational efficiency, WIP management, and billing; Identify business development opportunities and support partners on complex matters.
Seniority
Senior, hands-on IC with team leadership