K3TA are looking for an experienced Personal Tax Manager to join our growing Family & Wealth team. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients. You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff.
This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged.
Advisory Project Work
Advising on all points of UK tax in relation to internationally mobile HNWIs, often on short time scales ahead of business exits.
Supporting IHT and BPR reviews and preparing technical analysis for director sign-off
Co-ordinating international tax matters with our international contacts and UK tax residence planning projects
Assisting with structuring, family wealth planning and business exit planning
You will be expected to act as a technical reviewer for personal tax matters within the team. UK personal tax planning
Statutory Residence Test and non-residence planning
Overseas income and remittance matters
Inheritance Tax planning and Business Property Relief
Cross-border issues and interaction with overseas advisers
Project Management & Workflow
The role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. Daily oversight of team workflow and project progression
Monitoring WIP, recoveries and billing on your projects
Attending/leading new client meetings across all areas of Private Client tax
Significant experience in a UK Private Client tax role
Non-residence and temporary non-residence
Inheritance Tax and BPR
International and cross-border personal tax matters
Experience dealing directly with high-net-worth clients
Microsoft Office and practice management systems
Digita Personal Tax (or similar tax software)
Tax research platforms (Tolleys, Practical Law, Croner-i, Kessler)
Organised with the ability to manage multiple projects simultaneously
A built in client base, with opportunities to develop your own portfolio and referral network.
Flexible working, and a fully remote role.