Private Client Tax Senior Manager

TPF Recruitment; Maidstone; On-site; GBP 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Benefits package

Career progression

Training and development

Collaborative environment

Job summary

TPF Recruitment is seeking an experienced Private Client Tax Senior Manager to join a growing private client tax team. You will lead complex advisory projects for high net worth individuals, families, and trusts, with strategic oversight of compliance and strong client relationship management.

You will advise on residency, domicile and international tax matters, including new long term residence rules and HMRC interactions, while mentoring junior staff and contributing to the team’s growth.

Qualifications

• CTA qualified.
• Significant post-qualification experience within Private Client Tax.
• Experience advising high net worth individuals within mid-tier or Big Four.
• STEP qualification would be advantageous.
• Strong technical knowledge across residency, domicile and international tax matters; TRF/FIG rules; SRT and double tax treaties.

Responsibilities

• Lead a portfolio of high net worth and ultra high net worth clients and trusts.
• Lead complex private client advisory projects across a broad range of tax matters.
• Advise on residency, domicile and international tax matters, including TRF and FIG rules.
• Support HMRC enquiries and respond to HMRC nudge letters.
• Prepare and review high quality technical reports and deliver clear, commercial advice.
• Manage client relationships, budgets, fee estimates and billing.
• Mentor and develop Managers and junior team members.

Skills

Private Client Tax

Leadership

Client Relationship Management

Advisory services

Education

CTA qualified

STEP qualification

Job description

This is a newly created position that has arisen as a result of the firm's continued growth, making it an excellent opportunity to join a successful and expanding Private Client Tax department with genuine long term career prospects. The successful candidate will play a key role in leading complex advisory projects, managing significant client relationships and supporting the continued growth of the team.

Working alongside Partners and Directors, you'll advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families, family offices and trusts, delivering bespoke tax planning solutions across a broad range of complex private client matters. This is a predominantly advisory role, with strategic oversight of compliance work.

The Role

As a Private Client Tax Senior Manager, your responsibilities will include:

• Managing a portfolio of high net worth and ultra high net worth individuals, families and trusts.
  
• Leading complex private client advisory projects across a broad range of tax matters.
  
• Advising on residency, domicile and international tax matters, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules.
  
• Advising on historic non domiciled taxation, the remittance basis and mixed fund rules.
  
• Providing advice on the UK Statutory Residence Test and double tax treaties.
  
• Delivering sophisticated Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and succession planning.
  
• Advising on UK and offshore trust structures, Family Investment Companies and property holding structures.
  
• Supporting clients through HMRC enquiries and responding to HMRC nudge letters.
  
• Preparing and reviewing high quality technical reports and delivering clear, commercial advice.
  
• Managing client relationships, budgets, fee estimates and billing.
  
• Supporting business development initiatives and identifying opportunities to grow client relationships.
  
• Mentoring and developing Managers and junior members of the team.
  
• Working closely with the Partners on strategic client matters and contributing to the continued growth of the Private Client Tax service line.
  

Requirements

We're looking for an experienced Private Client Tax professional who is seeking a long term career within a growing and ambitious practice.

You'll ideally have:

• CTA qualified
  
• Significant post qualification experience within Private Client Tax.
  
• Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice.
  
• STEP qualification would be advantageous.
  
• Strong technical knowledge across:
  • New long term residence, TRF and FIG rules.
    
  • Historic non domiciled taxation, remittance basis and mixed fund rules.
    
  • UK Statutory Residence Test.
    
  • Double tax treaties.
    
  • UK and offshore trusts.
    
  • Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other reliefs.
    
  • Property holding structures and Family Investment Companies.
    
  • HMRC enquiries and nudge letters.
    
• Excellent report writing and technical advisory skills.
  
• Experience managing billing, fee estimates, budgets and client expectations.
  
• Strong leadership and relationship management skills.
  
• A stable career history and a genuine desire to build a long term career within a growing team.
  

Benefits

• Competitive salary of £65,000 to £80,000, depending on experience.
  
• Comprehensive benefits package.
  
• Hybrid and flexible working.
  
• A predominantly advisory role with exposure to high quality and technically challenging work.
  
• The opportunity to advise an exceptional portfolio of high net worth and ultra high net worth clients.
  
• Excellent career progression within a growing and successful mid tier practice.
  
• Ongoing technical development and professional training.
  
• A collaborative, supportive and forward thinking working environment.
  

If you're an experienced Private Client Tax Senior Manager looking to join a growing mid tier practice where you can lead complex advisory work, build lasting client relationships and continue progressing your career, we'd love to hear from you.