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Tax advisory manager / senior manager – private client team

Sunderland
iMultiply
Manager
Posted: 16 October
Offer description

Are you an experienced tax professional ready to take your career to the next level? Our client, an award-winning and rapidly growing professional services firm, is seeking a Tax Advisory Manager or Senior Manager to join their dynamic Private Client Tax team.


This is an exciting opportunity to work with a diverse portfolio of high-net-worth individuals, entrepreneurs, and family businesses, delivering bespoke tax advisory solutions across a wide range of complex and interesting areas — including succession planning, inheritance tax, trusts, international tax, rural affairs, and transactional work.


The Role


As a key member of the private client team, you’ll play a central role in delivering high-quality, forward-thinking tax advice and overseeing compliance processes. You’ll also have the opportunity to mentor junior team members and collaborate across disciplines to provide integrated solutions to clients.


Key Responsibilities:

* Deliver tailored tax advice on complex matters such as residence and domicile, inheritance tax, capital gains tax, succession planning, trusts, and wealth structuring.
* Manage client relationships, acting as a trusted adviser and identifying new planning opportunities.
* Lead advisory projects and oversee the implementation of tax strategies.
* Work collaboratively with colleagues across departments to deliver joined-up solutions.
* Supervise and mentor team members, delegating effectively and providing constructive feedback.
* Review personal tax returns and related compliance work, identifying advisory opportunities.
* Manage correspondence with HMRC, including enquiries and technical issue resolution.
* Support business development initiatives, including client meetings, proposals, and thought leadership.
* Manage budgets, billing, and WIP efficiently to ensure profitability across your portfolio.


About You

This role is ideal for a confident and ambitious tax professional looking to move into a more client-facing, strategic role in a supportive, collaborative environment.


You’ll bring:

* A relevant qualification (CA, ATT, CTA, STEP, or equivalent).
* Strong technical knowledge of UK tax legislation, with proven advisory experience.
* Excellent communication and relationship-building skills.
* Solid project and time management abilities, with experience meeting deadlines and managing budgets.
* Experience advising high-net-worth individuals, business owners, partnerships, and/or international clients.
* A passion for mentoring others and contributing to a positive team culture.
* A proactive, self-motivated attitude with a desire to drive client success.


What’s on Offer

* Competitive salary, commensurate with experience.
* Hybrid and flexible working arrangements.
* Opportunity to work with high-profile clients on diverse, challenging projects.
* Career progression within a respected and expanding firm.
* Supportive, collaborative, and forward-thinking culture.


iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's protected characteristic’


If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, please DO APPLY for this opportunity. Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.

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