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Private client tax - senior manager

Reigate
TPF Recruitment
Manager
Posted: 20 April
Offer description

Reigate, United Kingdom | Posted on 17/04/2026TPF Recruitment are proud to be representing a well established and highly regarded independent tax advisory firm based in Surrey, who are seeking an experienced Private Client Tax Senior Manager to join their growing team.This is an excellent opportunity to join a specialist practice with a strong reputation in private client and international tax, offering exposure to high net worth individuals, families, and entrepreneurial clients with complex affairs.The RoleAs a Private Client Tax Senior Manager, you will take a leading role in delivering both advisory and compliance services to a diverse portfolio of clients. You will work closely with senior leadership and collaborate with colleagues across related service lines, contributing to the continued growth of the firm’s UK offering.This position offers a mix of technical advisory work, client relationship management, and team leadership responsibilities.Key ResponsibilitiesAdvisory & ComplianceProvide comprehensive UK tax advice and compliance services to high net worth and ultra high net worth individuals, including internationally mobile clientsAdvise on a broad range of private client tax matters, including income tax, capital gains tax, and inheritance tax planningSupport clients with residence and domicile matters, including pre arrival and departure planningAssist with structuring family wealth, succession planning, and intergenerational transfersManage and review personal tax and trust tax returns, ensuring accuracy and compliance with current legislationStay up to date with changes in UK tax law and reporting requirements, applying this knowledge to client workClient ManagementAct as a key point of contact for a portfolio of private clients, building long term trusted relationshipsDeliver clear, practical advice tailored to each client’s circumstancesLiaise with external advisers including legal professionals, investment managers, and other intermediaries where requiredOversee and review the work of junior team members, providing guidance and technical supportPlay an active role in mentoring and developing staffSupport senior leadership with the ongoing development of the tax teamBusiness DevelopmentIdentify opportunities to provide additional advisory services to existing clientsContribute to client communications, technical updates, and thought leadership initiativesThe OpportunityJoin a growing and ambitious independent firm with a strong reputation in private client taxWork with a high quality client base, including complex and international casesGenuine opportunity to shape and influence the direction of the private client offeringCollaborative and supportive working environment with a strong emphasis on professional developmentRequirementsAbout YouProfessionally qualified (CTA, ATT or equivalent)Significant experience within UK private client tax, ideally gained within a practice environmentStrong technical knowledge across personal tax, trusts, and estatesExperience managing a portfolio of clients independentlyConfident communicator with the ability to explain complex tax matters clearlyPrevious experience working with internationally mobile clients or cross border structures would be advantageousProven ability to lead, mentor, or supervise junior staffWhat’s on OfferCompetitive salary dependent on experienceHybrid working with flexibility built inClear progression pathway within a growing businessOngoing training and professional development supportDiscretionary bonus schemePrivate medical cover and additional insurance benefitsRegular team events and annual social activities
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