Senior Private Client Tax Advisor | Hybrid & Growth Path

TPF Recruitment; Sidcup; Hybrid; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Comprehensive benefits package

Professional development

Job summary

TPF Recruitment is supporting a leading mid-tier firm of chartered accountancy practice in their search for a Private Client Tax Manager to join their Sidcup team.

This newly created role offers long term career prospects within a collaborative, highly technical Private Client Tax department, with exposure to high net worth individuals, entrepreneurs, families and trusts. It is predominantly advisory with oversight of compliance and a clear path for progression.

Qualifications

• Ambitious Private Client Tax professional seeking a long-term career within a growing mid-tier practice.
• Two years' post-qualification experience or more.
• Experience advising high net worth and ultra high net worth individuals and families.
• STEP qualification would be advantageous.
• Excellent technical knowledge across private client taxation.
• Strong report writing and advisory skills.
• Experience managing billing, fee estimates, budgets and client expectations.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage a portfolio of high net worth private clients with proactive tax planning and advisory services.
• Review and oversee personal tax compliance with a strong advisory focus.
• Advise on residency, domicile and international tax issues, including TRF and FII rules.
• Advise on historic non-domicile, remittance basis and mixed fund matters.
• Provide guidance on UK Statutory Residence Test and double tax treaties.
• Advise on UK and offshore trust structures, succession planning and wealth preservation.
• Deliver Inheritance Tax planning advice, including reliefs and exemptions.
• Advise on property holding structures and Family Investment Companies.
• Support clients through HMRC enquiries and respond to HMRC letters.
• Prepare high-quality technical reports and present complex advice clearly.
• Manage client relationships, budgets, fee estimates and billing.
• Provide mentorship to junior team members and collaborate with Partners.

Skills

Communication skills

Report writing

Advisory skills

Billing & budgeting

Education

CTA qualification

STEP qualification

Job description

TPF Recruitment is supporting a leading mid-tier firm of chartered accountancy practice in their search for a Private Client Tax Manager to join their Sidcup team.

This newly created role offers long term career prospects within a collaborative, highly technical Private Client Tax department, with exposure to high net worth individuals, entrepreneurs, families and trusts. It is predominantly advisory with oversight of compliance and a clear path for progression.