Private Client Tax Manager

MCS Group; Belfast City District; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Time-off accrual

Private medical

5% + 5% pension

33 days holiday

Income protection

Enhanced parental leave

Volunteering day

Job summary

MCS Group in Belfast is seeking a Private Client Tax Manager to lead tax advisory for private clients, estates, trusts and succession planning. You will deliver planning projects, review complex tax returns, and build strong client relationships.

The role requires CTA qualification, strong inheritance tax knowledge, and the ability to coach junior staff while managing multiple deadlines in a hybrid working environment.

Qualifications

• CTA qualification with private client tax advisory experience.
• Strong inheritance tax, trusts, estates, and succession planning knowledge.
• Experience leading client work streams and coaching juniors.
• Excellent communication and time management under deadlines.

Responsibilities

• Manage a portfolio of private clients, advising on inheritance tax, trusts and estates.
• Deliver tax planning projects and review complex returns for accuracy.
• Build client relationships and act as day-to-day tax contact.
• Support and develop junior team members through coaching and guidance.
• Identify opportunities to expand client relationships and cross-sell services.

Skills

Tax advisory

Client management

Communication

Organisational skills

Technical research

Specialist tax software

Education

CTA qualified

Tools

Specialist tax software

Job description

Private Client Tax Manager - Belfast

The Company:

A leading professional services firm providing audit, tax, advisory, corporate finance, payroll, and wealth management services to private individuals, owner-managed businesses, and organisations. Operating across multiple international markets, the firm delivers tailored financial and strategic advice to a broad range of clients.

What's in it for you?

• Hybrid working
• Agile working with time-off accrual
• Private medical
• 5% + 5% pension
• 33 days holiday
• Income protection
• Enhanced parental leave (maternity, paternity, adoption)
• Paid volunteering day to support causes that matter to you

Job Duties of the Private Client Tax Manager include:

• Manage a portfolio of private clients, providing advice across inheritance tax, trusts, estates and succession planning.
• Deliver tax planning projects and review complex tax returns, ensuring high-quality and technically accurate work.
• Build strong client relationships and act as a key point of contact for day-to-day tax matters.
• Support and develop junior team members through coaching, review and technical guidance.
• Identify opportunities to expand client relationships and support wider business development.

What you need to be the Successful Private Client Tax Manager?

• CTA qualified with strong experience in private client tax advisory and compliance.
• Good technical knowledge of inheritance tax, trusts, estates, succession planning and capital taxes.
• Experience managing client work streams and supporting junior team members.
• Strong communication and organisational skills, with the ability to manage multiple deadlines.
• Comfortable with technical research and specialist tax software.