Top 50 Personal Tax Manager

Fletcher George Financial Recruitment; City Of London; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

A prestigious London tax firm is seeking a Personal Tax Manager to oversee a diverse portfolio of personal tax clients, including non-domiciled individuals and offshore trusts. The ideal candidate will have at least five years of private client tax experience and a CTA qualification. The firm offers a collaborative environment with benefits such as flexible working arrangements and enhanced pension contributions. This is a great opportunity to advance your career in a forward-thinking firm.

Benefits

Flexible/hybrid working arrangements

Enhanced pension contributions

Generous holiday allowance

Enhanced parental leave

Private medical insurance

Wellbeing initiatives

Childcare vouchers

Professional development opportunities

Qualifications

• Minimum of five years of experience in private client tax, especially advising non-domiciled clients.
• Strong understanding of offshore structures.
• Technical skills with CCH packages and SharePoint.

Responsibilities

• Manage a diverse portfolio of personal tax clients, including high-net-worth individuals and offshore trusts.
• Support partners on complex advisory work.
• Prepare detailed reports and oversee tax return preparation.

Skills

Client-facing skills

Organisational abilities

Technical proficiency with CCH packages

Experience in managing and mentoring staff

Education

CTA qualification

Tools

SharePoint

Job description

Overview

Personal Tax Manager – London, £60,000 - £85,000

Are you an experienced tax professional looking for a dynamic and rewarding role? Do you thrive in managing a diverse client portfolio while supporting partners with high-level advisory work? Are you passionate about working with non-UK domiciled clients and providing expert tax guidance?

An exciting opportunity has arisen for a Personal Tax Manager to join a prestigious London firm with a strong reputation in private client tax. This is the perfect role for a CTA-qualified professional with at least five years of private client tax experience, particularly in advising non-doms and offshore structures.

This mixed compliance and advisory role involves overseeing a varied portfolio of high-net-worth individuals, non-domiciled clients, sole traders, partnerships, and offshore trusts. You will take ownership of complex tax matters, provide expert advisory services, and contribute to the firm’s business development.

Responsibilities

You will manage a diverse portfolio of personal tax clients, including high-net-worth individuals, non-doms, sole traders, partnerships, and offshore trusts. The role involves supporting partners on complex advisory work such as IHT planning, residence, pre-arrival planning, and offshore structuring. You will attend client meetings, prepare detailed reports, liaise directly with clients on tax matters, and oversee the preparation and review of tax returns. Additional responsibilities include managing HMRC enquiries and disclosures, mentoring junior staff, and contributing to business development through networking and thought leadership.

About the Firm

This firm is recognised for delivering high-quality private client tax services and fostering a collaborative and supportive working environment. The London team is dedicated to providing tailored tax solutions while encouraging professional growth and development.

Candidate Requirements

We are looking for a CTA-qualified tax professional with at least five years of private client tax experience, particularly in non-domicile and offshore matters. Strong client-facing skills, excellent organisational abilities, and technical proficiency with CCH packages and SharePoint are essential. Experience in managing and mentoring staff, along with commercial awareness, will be highly valued.

Benefits

• Flexible/hybrid working arrangements
• Enhanced pension contributions (matched at 4% or 5%)
• Generous holiday allowance
• Enhanced parental leave
• Private medical insurance
• Wellbeing initiativesRegular social events
• Childcare vouchers
• Professional development opportunities
• And more!

Apply Now!

This is a fantastic opportunity to elevate your career within a leading private client tax firm. If you’re looking for a fresh challenge in a highly respected, forward-thinking firm, we’d love to hear from you.

All applications are handled with complete confidentiality. Whether you're actively seeking a new role or simply exploring your options, we encourage you to apply or get in touch for more details.

Fletcher George is an inclusive, Surrey-based financial recruitment agency acting as an employment agency, dedicated to connecting talented professionals with outstanding career opportunities. We welcome applications from all backgrounds and are committed to fostering a diverse and inclusive workplace.