Private Client Technical advisor

JR United Kingdom; Slough; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national law firm in Slough is seeking a Private Client Tax Senior Manager to support their growing Private Client Team. The role focuses on delivering tailored tax advisory services to high-net-worth individuals without the responsibility of bringing in new clients. The ideal candidate will possess ACA, ACCA, or CTA qualifications and have extensive experience in private client tax advisory, including handling complex tax matters and supervising team members.

Qualifications

• Strong experience in private client tax advisory for high-net-worth individuals.
• Proven ability to advise on trusts and estates.
• Experience in leading projects and collaborating on technical matters.

Responsibilities

• Provide specialist tax support and chargeable advice to colleagues.
• Lead on complex personal tax matters including Income Tax and Capital Gains Tax.
• Supervise less experienced colleagues and ensure regulatory compliance.

Skills

Tax Advisory

Knowledge of Trusts

Client Portfolio Management

Education

ACA

ACCA

CTA

Job description

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Private Client Technical advisor, slough

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Client:

Brewer Morris

Location:

slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Role: Technical Private Client Knowledge Senior Manager

Our client is a national law firm and their Private Client Team is one of the largest in the UK, managing tax affairs for individuals, non-doms, trustees, partnerships, charities, sole traders, and family businesses.

the team is looking for a Private Client Tax Senior Manager to join the growing team. This role involves supporting lawyers and accountants in delivering tailored tax advisory services to high-net-worth individuals. However you are not expected to bring in new clients or manage your own portfolio.

Responsibilities include:

• Providing specialist tax support and chargeable advice to colleagues.
• Sharing technical tax knowledge and supervising less experienced colleagues.
• Leading on complex personal tax matters, including Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and International clients.
• Ensuring adherence to regulatory requirements and maintaining up-to-date tax knowledge.
• Participating in strategic planning and business development initiatives.

Requirements:

• ACA, ACCA, or CTA qualified with strong private client tax advisory experience.
• In-depth knowledge of taxation for high-net-worth individuals and wealth protection structures.
• Experience in leading projects and advising on trusts and estates.
• Ability to manage a complex client portfolio and collaborate on technical and risk matters.