Private Client Tax Senior Manager

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

Benefits offered by this job

Hybrid working

Flexible working

Job summary

TPF Recruitment is supporting a growing Private Client Tax practice in Maidstone for a Senior Manager role.

You will lead advisory projects for high net worth clients, oversee complex tax matters, and mentor junior team members in a hybrid working environment with strong career progression opportunities.

Qualifications

• Significant post-qualification experience in Private Client Tax.
• Experience advising high net worth individuals in mid-tier or Big Four.
• STEP qualification would be advantageous.
• Strong knowledge of residency, TRF, FIG rules; non-domiciled taxation.
• UK Statutory Residence Test and double tax treaties; UK and offshore trusts.
• Inheritance Tax planning including trusts, BIR, pensions.

Responsibilities

• Manage a portfolio of high net worth individuals, families and trusts.
• Lead complex private client advisory projects across tax matters.
• Advise on residency, domicile and international tax issues including TRF/FIG.
• Support HMRC enquiries and respond to HMRC letters.
• Mentor junior staff and contribute to business development.

Skills

Private Client Tax

Leadership

Billing management

Client relationship

Report writing

HMRC enquiries

Education

STEP qualification

Job description

TPF Recruitment is delighted to be supporting a highly regarded mid tier chartered accountancy practice in their search for a Private Client Tax Senior Manager to join their growing team in Miadstone.

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:

• 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.
• Competitive salary of £65,000 to £80,000, depending on experience.
• 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.