TPF Recruitment
Private Client Tax Manager
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TPF Recruitment is delighted to be supporting a leading mid-tier firm of chartered accountancy practice in their search for a Private Client Tax Manager to join their highly regarded team in Ashford.
This is a newly created position that has arisen as a result of the firm's continued growth, making it an excellent opportunity to join a thriving and expanding Private Client Tax department with genuine long-term career prospects.
Working within a collaborative and highly technical team, you'll advise an impressive portfolio of high net worth and ultra-high net worth individuals, entrepreneurs, families, and trusts, delivering bespoke tax planning solutions across a wide range of complex private client matters. This is a predominantly advisory role, with oversight of compliance work, offering excellent exposure to challenging and rewarding projects.
The Role
As a Private Client Tax Manager, your responsibilities will include:
- Managing a portfolio of high net worth and ultra-high net worth private clients.
- Delivering proactive tax planning and advisory services across a wide range of private client tax matters.
- Reviewing and overseeing personal tax compliance whilst maintaining a strong advisory focus.
- Advising clients on residency, domicile, and international tax issues, including the new long-term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules.
- Advising on historic non-domicile, remittance basis, and mixed fund matters.
- Providing guidance on the UK Statutory Residence Test and double tax treaties.
- Advising on UK and offshore trust structures, succession planning, and wealth preservation.
- Delivering Inheritance Tax planning advice, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions, and other available reliefs and exemptions.
- Advising on property holding structures and Family Investment Companies.
- Supporting clients through HMRC enquiries and responding to HMRC nudge letters.
- Preparing high-quality technical reports and presenting complex advice in a clear, commercial manner.
- Managing client relationships, budgets, fee estimates, and billing.
- Supporting and mentoring junior members of the team while working closely with Partners and Directors on advisory projects.
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Requirements
We're looking for an ambitious Private Client Tax professional who is seeking a long-term career within a growing mid-tier accountancy practice.
You'll ideally have:
- CTA qualification
- At least two years' post-qualification experience.
- Experience advising high net worth and ultra-high net worth individuals within a Mid-Tier or Big Four accountancy practice.
- STEP qualification would be advantageous.
- Excellent technical knowledge across private client taxation.
- Strong report writing and advisory skills.
- Experience managing billing, fee estimates, budgets, and client expectations.
- Excellent communication and relationship-building skills.
- A stable career history with a genuine desire to build a long-term career within a growing team.
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Benefits
- Competitive salary of £60,000 to £75,000, depending on experience.
- Comprehensive benefits package.
- Hybrid and flexible working.
- Predominantly advisory work with exposure to complex private client tax planning.
- The opportunity to work with an exceptional portfolio of high net worth and ultra-high net worth clients.
- Clear career progression within one of the UK's leading mid-tier accountancy practices.
- Ongoing professional development and technical training.
- A collaborative, supportive, and inclusive working environment.
If you're an experienced CTA qualified Private Client Tax Manager looking to join a growing mid-tier firm where you can work on high-quality advisory projects while continuing to develop your career, we'd love to hear from you.
Apply today or contact TPF Recruitment for a confidential discussion.
Email: tristan@tpfrecruitment.com
Phone: 01227 533 007
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