Private Client Tax Senior Manager

iMultiply Resourcing Ltd; Scotland; Híbrido; GBP 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

Private medical insurance

Pension scheme

Flexible leave

Descripción de la vacante

iMultiply Resourcing Ltd is partnering with a leading UK-based professional services firm to recruit a Private Client Tax Advisory Senior Manager. You will lead complex client projects, advising on inheritance tax, trusts, estates, succession planning, and shareholder transactions.

The role includes managing relationships, mentoring junior staff, and helping grow the private client practice in a collaborative, forward-thinking environment with hybrid working options.

Formación

• Proven experience advising high-net-worth individuals/families on complex tax issues.
• Strong ability to lead and develop a tax advisory team.
• Excellent client relationship management and communication skills.

Responsabilidades

• Lead complex private client tax projects for high-net-worth clients across the UK.
• Mentor and develop junior staff and manage project workflows.
• Review and sign off on Self Assessment returns, trusts and estates documents.
• Help shape and grow the private client offering for the firm.”

Conocimientos

Private client tax advisory

Team management

Client relationship management

Tax research

Educación

CA/ATT/CTA/STEP

Herramientas

Tax software

Descripción del empleo

Are you an experienced private client tax specialist ready to elevate your career?

We're working with a leading UK-based professional services firm that supports individuals, family businesses, and organisations across the UK. With over 1,000 dedicated professionals, they provide a full spectrum of services including audit, tax, corporate finance, payroll, and wealth management. They foster a collaborative culture focused on technical excellence, client relationships, and ongoing professional development.

They are seeking a talented Private Client Tax Advisory Senior Manager to join their team. In this senior role, you will lead complex client projects, providing expert advice on inheritance tax, trusts, estates, succession planning, and shareholder transactions. You will manage and develop client relationships, mentor junior staff, and help shape the future growth of the firm's private client offering. This is a fantastic opportunity for a technical expert looking to take on greater responsibility and work in a supportive, forward-thinking environment.

Ideal candidates will have a proven track record of handling private client projects, strong team management skills, and relevant professional qualifications such as CA, ATT, CTA, or STEP. Experience with Irish capital taxes and UK tax interactions is advantageous but not essential. You should be comfortable managing multiple projects, using tax software, and conducting independent research to stay at the forefront of industry standards.

• Minimum of 7+ years' experience advising high-net-worth individuals and families on tax planning
• Demonstrated success managing multiple complex projects simultaneously
• Experience reviewing and signing off on Self Assessment Tax Returns and trusts/estates documentation
• Proven ability to build and maintain trusted client relationships over time
• Previous team management or mentoring experience, leading junior staff or managing workflows
• Strong technical knowledge of inheritance tax, trusts, estates, succession planning, and shareholder transactions
• Experience with Irish capital taxes (CGT, CAT) and understanding of UK-Ireland tax interactions (desirable)

The firm offers a competitive benefits package that supports your well-being, family, and career. Expect flexible working options, generous leave entitlements, private medical insurance, life assurance, and a pension scheme. Their modern, hybrid offices promote collaboration and focus, making this a great place to develop your skills and progress your career.

If you're ready to make a meaningful impact with a respected firm that invests in its people, we want to hear from you.

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic'.