My client is an incredibly successful and established highliy regarded professional services organisation in theCity of London, they are seeking additional headcount for their growing TaxAdvisory-focused team.
This role is ideal for an experienced private client tax professional who enjoys complex advisory work, client interaction, and playing a key role in delivering high-quality tax planning solutions for high-net-worth individuals and families.
The Role As a Private Client Tax Manager, you will work closely with Partners and senior stakeholders to deliver bespoke advisory services across a diverse private client portfolio. Youll take ownership of projects, manage client relationships, and help shape the firms advisory offering.
Key responsibilities include:
1. Delivering private client tax advisory work, including IHT planning, trusts, estate planning, and residency/domicile matters
2. Managing a portfolio of HNW and UHNW individuals, families, and trusts
3. Preparing and reviewing complex personal tax returns as part of wider advisory engagements
4. Acting as a trusted advisor to clients, providing clear, practical, and commercially aware tax advice
5. Leading client meetings and managing advisory projects from start to finish
6. Supporting HMRC enquiries and technical correspondence
7. Mentoring and developing ju...