Senior Private Client Tax Manager

Sheridan Maine (Midlands); Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

Sheridan Maine is recruiting on behalf of a highly regarded Chartered Accountancy firm based in Central London for a Senior Private Client Tax Manager. You will take ownership of complex private client matters, delivering high-quality compliance and advisory services to a diverse portfolio of high-net-worth individuals and business owners.

The role offers the opportunity to lead tax planning, manage HMRC enquiries, and develop long-term client relationships within a supportive, collaborative

Qualifications

• CTA qualified (or equivalent) with significant private client tax experience.
• Experience within a Chartered Accountancy firm or professional services environment.
• Strong technical knowledge of UK personal tax legislation.
• Experience managing complex private client portfolios, including high-net-worth individuals.

Responsibilities

• Manage a portfolio of high-net-worth private clients, providing a full range of personal tax services.
• Oversee the preparation and review of complex self-assessment tax returns.
• Provide proactive tax planning across income tax, capital gains tax, inheritance tax and succession planning.
• Advise clients on tax-efficient structures and opportunities.
• Manage HMRC enquiries and correspondence.
• Build trusted relationships with clients and act as a key point of contact.
• Identify opportunities to add value through advisory services.
• Review work by junior team members and provide technical guidance.

Skills

Private client tax expertise

UK personal tax legislation

Client relationship management

Advisory skills

Education

CTA qualified (or equivalent)

Job description

Senior Private Client Tax Manager

Location: Central London

Job Type: Full-time, Permanent

Salary: Competitive, depending on experience

“Life is as grand as you make it.”

Sheridan Maine is delighted to be recruiting on behalf of a highly regarded Chartered Accountancy firm based in Central London for a Senior Private Client Tax Manager.

This is an excellent opportunity for an experienced private client tax professional to join a prestigious and growing practice, working with a diverse portfolio of high-net-worth individuals, entrepreneurs, business owners and family groups.

The role offers the opportunity to take ownership of complex private client matters, providing high-quality compliance and advisory services while developing strong, long-term client relationships.

As Senior Private Client Tax Manager, you will be responsible for:

• Managing a portfolio of high-net-worth private clients, providing a full range of personal tax services.
• Overseeing the preparation and review of complex self-assessment tax returns.
• Providing proactive tax planning advice across areas including income tax, capital gains tax, inheritance tax and succession planning.
• Advising clients on tax-efficient structures and opportunities.
• Managing HMRC enquiries and correspondence.
• Building trusted relationships with clients and acting as a key point of contact.
• Identifying opportunities to add value through advisory services.
• Reviewing work prepared by junior team members and providing technical guidance and support.
• Supporting the wider tax team with complex projects and assignments.

The successful candidate will ideally have:

• CTA qualified (or equivalent) with significant private client tax experience.
• Proven experience gained within a Chartered Accountancy firm or professional services environment.
• Strong technical knowledge of UK personal tax legislation.
• Experience managing complex private client portfolios, including high-net-worth individuals.
• A strong understanding of tax planning, trusts, estates and succession matters.
• Excellent communication and relationship-building skills, with the ability to advise clients confidently.
• A commercial approach with the ability to identify opportunities and deliver tailored solutions.

What's on Offer:

• Competitive salary package based on experience.
• Opportunity to join a highly respected Chartered Accountancy firm in Central London.
• Exposure to a diverse and interesting portfolio of private clients.
• A varied role combining compliance, advisory and client relationship management.
• Supportive and collaborative working environment.
• Excellent career development opportunities.

This is a fantastic opportunity for a Senior Private Client Tax Manager seeking a challenging and rewarding role within a leading accountancy practice where expertise and client relationships are highly valued.

You are required to be eligible to work in the UK full time without restriction.