Job Description
Private Tax Manager - LeicesterAbout Our Client
Our client is a well-established and respected accounting firm based in Leicester, known for providing exceptional private client tax services to high-net-worth individuals, family offices, trusts, and estates. They pride themselves on delivering sophisticated tax planning solutions and maintaining long-term client relationships built on technical excellence and personal service.
The Opportunity
Due to continued growth and client demand, our client is seeking a highly experienced and technically proficient Private Tax Manager to join their Leicester team. This senior role offers excellent career progression opportunities within a supportive and collaborative environment, working with some of the region's most affluent private clients.
Key Responsibilities
Technical Tax Management
* Prepare and review complex personal tax returns, including self-assessment, capital gains tax, and inheritance tax computations
* Manage sophisticated trust and estate tax planning strategies
* Handle non-resident and domicile planning matters
* Advise on capital gains tax reliefs, including business asset disposal relief and investors' relief
* Oversee inheritance tax mitigation strategies and estate planning structures
* Manage tax investigations and enquiries with HMRC
Client Advisory Services
* Provide strategic tax planning advice to high-net-worth individuals and families
* Structure complex transactions to optimise tax efficiency
* Advise on residence and domicile matters for internationally mobile clients
* Develop bespoke tax planning solutions for business owners and entrepreneurs
* Coordinate with other professional advisors including solicitors, investment managers, and accountants
Technical Leadership
* Mentor and develop junior tax professionals within the team
* Conduct technical training sessions and knowledge sharing
* Stay current with tax legislation changes and communicate implications to clients and team
* Quality review complex tax computations and advice letters
* Lead technical research on emerging tax issues
Client Relationship Management
* Build and maintain strong relationships with existing high-value clients
* Identify opportunities for additional services and business development
* Attend client meetings and presentations
* Manage client expectations and deliver exceptional service standards
Essential Requirements
Professional Qualifications
* ACA, ACCA, or CTA qualification (CTA strongly preferred)
* Minimum 8-10 years of private client tax experience
* Advanced technical knowledge of UK personal tax legislation
Technical Expertise
* Expert knowledge of income tax, capital gains tax, and inheritance tax
* Extensive experience with trust taxation and estate planning
* Strong understanding of residence and domicile rules
* Experience with tax investigation procedures and HMRC dealings
* Proficiency with tax software (Lacerte, ATT, or similar platforms)
* Advanced Excel skills and financial modelling capabilities