Brewer Morris
Private Client Tax Manager - 3 months contract
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Private Client Tax Manager (Fixed-Term Contract – 3 Months)
London / Hybrid Working
3-Month Contract with Potential to Become Permanent
The Opportunity
My client - a well-established independent professional services firm is looking to hire an experienced Private Client Tax Manager to join the team on an initial 3-month contract to provide cover during a period of leave.
This is an excellent opportunity for a tax professional with strong private client experience to step into a varied and client-focused role. While the immediate requirement is for temporary cover, there is potential for the position to become permanent depending on business needs and performance.
Working closely with Partners and Directors, you will manage a portfolio of high-net-worth individuals, entrepreneurs, family offices, and trusts, providing both compliance oversight and tax advisory support.
Key Responsibilities
- Manage a portfolio of private clients, ensuring high levels of service and technical accuracy.
- Review and oversee personal tax returns, trust returns, and capital gains tax reporting.
- Provide advice on a range of private client tax matters, including:
- Income Tax
- Capital Gains Tax
- Inheritance Tax
- Trust taxation
- Residence and domicile matters
- Act as the main point of contact for clients and professional advisers.
- Support Partners with advisory projects and complex client matters.
- Review technical work prepared by junior team members and provide guidance where required.
- Manage client deadlines and ensure compliance obligations are met.
- Identify tax planning opportunities and contribute to advisory assignments.
- Assist with handovers and knowledge transfer to ensure continuity of client service during the cover period.
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About You
The successful candidate is likely to have:
- CTA, ACA, ACCA, ATT, or equivalent professional qualification.
- Significant experience within Private Client Tax, ideally gained in a professional services environment.
- Strong technical knowledge of UK personal taxation.
- Experience advising high-net-worth individuals, entrepreneurs, trusts, and family wealth structures.
- Excellent client relationship and stakeholder management skills.
- The ability to work independently and quickly build credibility with clients and colleagues.
- Strong organisational skills with the ability to manage competing priorities.
- A proactive and hands-on approach.
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What's on Offer?
- Immediate opportunity with a respected and growing firm.
- Varied and interesting private client portfolio.
- Hybrid working arrangements.
- Supportive and collaborative team environment.
- Potential for the role to transition into a permanent position.
- Competitive compensation package.
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