iMultiply
Private Client Tax Advisory Senior Manager
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Are you an experienced private client tax specialist ready to elevate your career?
We’re working with a leading UK-based professional services firm that supports individuals, family businesses, and organisations across the UK. With over 1,000 dedicated professionals, they provide a full spectrum of services including audit, tax, corporate finance, payroll, and wealth management. They foster a collaborative culture focused on technical excellence, client relationships, and ongoing professional development.
Role Overview
They are seeking a talented Private Client Tax Advisory Senior Manager to join their team. In this senior role, you will lead complex client projects, providing expert advice on inheritance tax, trusts, estates, succession planning, and shareholder transactions. You will manage and develop client relationships, mentor junior staff, and help shape the future growth of the firm’s private client offering. This is a fantastic opportunity for a technical expert looking to take on greater responsibility and work in a supportive, forward-thinking environment.
Key Responsibilities
- Lead complex client projects
- Provide expert advice on inheritance tax, trusts, estates, succession planning, and shareholder transactions
- Manage and develop client relationships
- Mentor junior staff
- Shape the future growth of the firm’s private client offering
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Ideal Candidate
Ideal candidates will have:
- A proven track record of handling private client projects
- Strong team management skills
- Relevant professional qualifications such as CA, ATT, CTA, or STEP
- Experience with Irish capital taxes and UK tax interactions is advantageous but not essential
Skills and Experience Required:
- Minimum of 7+ years’ experience advising high-net-worth individuals and families on tax planning
- Demonstrated success managing multiple complex projects simultaneously
- Experience reviewing and signing off on Self Assessment Tax Returns and trusts/estates documentation
- Proven ability to build and maintain trusted client relationships over time
- Previous team management or mentoring experience, leading junior staff or managing workflows
- Strong technical knowledge of inheritance tax, trusts, estates, succession planning, and shareholder transactions
- Experience with Irish capital taxes (CGT, CAT) and understanding of UK-Ireland tax interactions (desirable)
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Benefits
The firm offers a competitive benefits package that supports your well-being, family, and career. Expect:
- Flexible working options
- Generous leave entitlements
- Private medical insurance
- Life assurance
- A pension scheme
Their modern, hybrid offices promote collaboration and focus, making this a great place to develop your skills and progress your career.
Diversity and Inclusion
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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