Overview
Are you a private client tax specialist who thrives on complexity? Do you want to work with an exceptional portfolio of high-net-worth individuals across some of the UKs most prestigious sectors? My client are currently seeking an experienced Private Client Tax Senior Manager to join their award-winning Private Client team in Surrey.
Job Title: Private Client Tax Senior Manager
Location: Leatherhead, Surrey (Flexible Working Available)
Responsibilities
* Review tax returns and provide expert technical guidance to consultants
* Identify sophisticated restructuring opportunities and present strategies to clients and Partners
* Deliver specialist advisory services including estate planning, inheritance tax planning, and wealth structuring
* Navigate complex international tax issues with confidence
* Act as a trusted point of contact for HNW clients alongside Partners
* Manage HMRC tax investigations with strategic precision
* Build lasting relationships built on technical excellence and commercial insight
* Provide technical mentorship to junior members of staff
Qualifications
* CTA qualified - minimum 5 years PQE
* Proven experience advising complex UK and international HNW clients
* Deep technical knowledge across personal tax, trusts, estates, and international structures
* Excellence in client relationship management
* Strong IT skills and adaptability to new technologies
* Confidence to challenge conventional thinking
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