Personal Tax Manager - Advisory Focus

Tolley; London; Hybrid; GBP 63,000 - 73,000; Full time

Job summary

An established industry player is seeking a skilled tax manager to join their respected private client tax team. This exciting role involves advising high-net-worth individuals and families on complex income and capital taxation matters. You will manage a diverse portfolio of clients, oversee tax compliance cycles, and mentor junior staff, all while fostering strong client relationships. The firm promotes a healthy work/life balance with hybrid working options, making it an ideal place for professionals looking to advance their careers while enjoying flexibility. Join a dynamic team and make a significant impact in the world of tax advisory.

Qualifications

• CTA / ACA qualified with extensive UK private client tax experience.
• Strong communication and client relationship management experience.

Responsibilities

• Manage a portfolio of HNW clients as their key point of contact.
• Oversee the annual tax compliance cycle and mentor junior team members.
• Identify new client relationships and assist in business development.

Skills

UK private client tax experience

Client relationship management

Communication skills

Tax planning (CGT, IHT)

Business development

Education

CTA qualification

ACA qualification

Job description

Join a respected private client tax team specialising in advising UK and international HNWIs on all areas of their income and capital taxation. You’ll be an integral member of the team, performing a client-facing role, collaborating closely with well-known partners and liaising directly with third parties.

Your clients will include:

• HNW business owners
• Serial entrepreneurs
• Wealthy families
• Family offices
• Trusts

Many of the team’s clients are UK res non dom with multi-jurisdictional aspects to their affairs. Experience of advising on remittance, domicile and residence is therefore important.

Key responsibilities include:

- Managing a portfolio of HNW clients as their key point of contact

- Undertaking personal tax planning projects on areas including CGT, IHT, property-related issues, use of trust structures, extraction of wealth from businesses etc

- Overseeing the annual tax compliance cycle

- Mentoring, managing and supporting junior team members

- Identifying new client relationships and assisting in business development initiatives

Ideal candidates will be CTA / ACA qualified, with extensive UK private client tax experience. Strong communication and client relationship management experience is also important.

The team is keen to support the incoming Manager with progression towards Senior Manager and Director grades. They offer hybrid working 2-3 days a week and foster a healthy work/life balance culture.

Salary will be dependent on experience, but is likely to be in the region £63k - £73k + benefits. Ref 5058

For further details of the opportunity, just email [e-mail]

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