TPF 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 Role
As 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 Responsibilities
Advisory & Compliance
Provide comprehensive UK tax advice and compliance services to high net worth and ultra high net worth individuals, including internationally mobile clients
Advise on a broad range of private client tax matters, including income tax, capital gains tax, and inheritance tax planning
Support clients with residence and domicile matters, including pre arrival and departure planning
Assist with structuring family wealth, succession planning, and intergenerational transfers
Manage and review personal tax and trust tax returns, ensuring accuracy and compliance with current legislation
Stay up to date with changes in UK tax law and reporting requirements, applying this knowledge to client work
Client Management
Act as a key point of contact for a portfolio of private clients, building long term trusted relationships
Deliver clear, practical advice tailored to each client’s circumstances
Liaise with external advisers including legal professionals, investment managers, and other intermediaries where required
Team Leadership
Oversee and review the work of junior team members, providing guidance and technical support
Play an active role in mentoring and developing staff
Support senior leadership with the ongoing development of the tax team
Business Development
Identify opportunities to provide additional advisory services to existing clients
Contribute to client communications, technical updates, and thought leadership initiatives
The Opportunity
Join a growing and ambitious independent firm with a strong reputation in private client tax
Work with a high quality client base, including complex and international cases
Genuine opportunity to shape and influence the direction of the private client offering
Collaborative and supportive working environment with a strong emphasis on professional development
RequirementsAbout You
Professionally qualified (CTA, ATT or equivalent)
Significant experience within UK private client tax, ideally gained within a practice environment.
Strong technical knowledge across personal tax, trusts, and estates
Experience managing a portfolio of clients independently
Confident communicator with the ability to explain complex tax matters clearly
Previous experience working with internationally mobile clients or cross border structures would be advantageous
Proven ability to lead, mentor, or supervise junior staff
BenefitsWhat’s on Offer
Competitive salary dependent on experience
Hybrid working with flexibility built in
Clear progression pathway within a growing business
Ongoing training and professional development support
Discretionary bonus scheme
Generous pension contribution
Private medical cover and additional insurance benefits
25 days holiday plus bank holidays
Regular team events and annual social activities
Please contact Mark Sitton on (phone number removed), or via for a confidential conversation.
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