Private Client Tax Senior Manager

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

Benefits offered by this job

Hybrid and flexible working

Competitive salary 65,000–80,000 GBP

Comprehensive benefits package

Excellent career progression

Job summary

TPF Recruitment is supporting a mid-tier chartered accountancy practice in Sidcup to hire a Private Client Tax Senior Manager. The role focuses on leading complex advisory work for high net worth clients and families, with strategic oversight of compliance and strong client relationship management.

You will mentor managers and juniors, work with Partners, and contribute to business development while delivering sophisticated tax planning solutions across UK and international matters.

Qualifications

• CTA qualified and post-qualification Private Client Tax experience.
• Experience advising high net worth clients in a mid-tier or Big Four environment.
• Strong technical knowledge of residency, domicile and international tax.

Responsibilities

• Lead complex private client advisory projects for high net worth individuals and families.
• Manage significant client relationships, budgets and billing.
• Provide advice on residency, domicile, international tax and UK trust structures.
• Prepare and review technical advisory reports and project deliverables.
• Mentor junior staff and collaborate with Partners on strategic matters.

Skills

Leadership

Client relationships

Tax advisory

Billing & budgeting

Report writing

Education

CTA qualified (essential)

STEP qualification advantageous

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 Sidcup.

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 (essential).
• 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.