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Overview
K3TA are looking for an experienced Personal Tax Manager to join our growing Family & Wealth team. This is a senior, client-facing advisory role. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients.
You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff.
This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged.
This position is particularly suited to someone who wants exposure to complex advisory work rather than volume compliance.
Key Responsibilities
Advisory Project Work
- Preparing advisory reports and leading client calls
- Advising on all points of UK tax in relation to internationally mobile HNWI’s, often on short time scales ahead of business exits.
- Supporting IHT and BPR reviews and preparing technical analysis for director sign-off
- Co-ordinating international tax matters with our international contacts and UK tax residence planning projects
- Assisting with structuring, family wealth planning and business exit planning
Technical Review & Decision-Making
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You will be expected to act as a technical reviewer for personal tax matters within the team. This includes:
- UK personal tax planning
- Statutory Residence Test and non-residence planning
- Overseas income and remittance matters
- Trusts and beneficiary taxation
- Inheritance Tax planning and Business Property Relief
- Cross-border issues and interaction with overseas advisers
You should be comfortable researching complex areas and confidently explaining and defending technical conclusions to senior management or clients.
Project Management & Workflow
Role
The role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. This will include:
- Daily oversight of team workflow and project progression
- Reviewing work prepared by junior team members to a high technical standard
- Being a touch point for technical queries
- Monitoring WIP, recoveries and billing on your projects
- Ensuring appropriate pricing and commerciality of work
- Attending/leading new client meetings across all areas of Private Client tax
- Preparing clear scopes of work and fee quotes
Required Experience & Technical Skills
- CTA qualified (or equivalent experience)
- Significant experience in a UK Private Client tax role
- Strong technical knowledge of:
- Statutory Residence Test
- Non-residence and temporary non-residence
- Trust taxation and beneficiary matching
- Inheritance Tax and BPR
- International and cross-border personal tax matters
- Ability to independently research technical issues and reach defensible conclusions
- Experience dealing directly with high-net-worth clients
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Systems & Tools
Experience With The Following Is Desirable
- Microsoft Office and practice management systems
- Digita Personal Tax (or similar tax software)
- Tax research platforms (Tolley’s, Practical Law, Croner-i, Kessler)
Personal Attributes
- Strong communicator with excellent client skills
- Organised with the ability to manage multiple projects simultaneously
- Comfortable supervising and mentoring junior staff
- Proactive and able to take ownership of client relationships
What We Offer
- A supportive and technical environment with genuine scope to develop specialist expertise.
- Exposure to a broad range of interesting and complex client matters.
- Opportunities for progression within a growing team.
- A built in client base, with opportunities to develop your own portfolio and referral network.
- Flexible working, and a fully remote role. We do our best work in our preferred environment. We have a camera on approach to both internal and client meetings.
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