Gerald Edelman
Private Client Tax Manager
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An exciting opportunity to join our growing Private Client team
Advising a diverse portfolio of high net worth individuals, families, entrepreneurs, business owners, and trustees. You will work closely with clients on a broad range of private client matters, including income tax, capital gains tax, international aspects, inheritance tax, and estate planning, providing both compliance and advisory services.
As part of Gerald Edelman’s friendly, supportive, and high calibre tax team, you will build strong client relationships, deliver practical and commercially focused advice, and help identify planning opportunities. The role requires strong UK private client tax technical knowledge, excellent communication and project management skills, attention to detail, and the ability to manage multiple deadlines while delivering a high standard of client service.
Why Gerald Edelman?
At Gerald Edelman, we pride ourselves on being a dynamic and evolving organisation that puts people at the heart of everything we do. Today, we are a thriving professional services firm, recognised for our commitment to quality, innovation, and collaboration. Our talented team works across a diverse client base, delivering exceptional services and tailored solutions that drive success.
Our journey isn’t stopping here. By 2034, our aim is to be regarded as a top firm with clear differentiators to the rest of the field. A true partner for clients, one who they trust with their most complex needs, a destination for the best advisers in the market, and an employer of choice that inspires and rewards its people.
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If you’re looking for a role where you can make an impact today while shaping the future of a firm committed to excellence, Gerald Edelman is the place for you.
How we give back
To ensure our employees know how much we value their hard work, we offer an extensive benefits and perks package. Our package covers your lifestyle, health and wellbeing, development, and finances. How about an additional day off to celebrate your birthday? Or utilising our in-house mentoring scheme? These and many more perks are included in your Gerald Edelman employee benefits pack.
What will the role entail?
Responsibilities
- High degree of autonomy reporting to the Tax partners.
- Client management and communication on a regular basis.
- Team management, review work, coach, and support staff, management workflows while ensuring high quality output.
- Prepare and/or review UK Self-Assessment tax returns including reporting of worldwide income, foreign tax credits, complex disclosures, and interpreting double tax agreements.
- Support clients with HMRC enquiries, settlements, and disclosures (e.g., Worldwide Disclosure Facility).
- Provide tailored advice on global mobility including pre-and post-arrival UK tax planning.
- Advise on the changes to UK tax legislation that are relevant including the pre-6 April 2025 remittance basis regime, and the new post 5-April 2025 rules, i.e., the four-year FIG regime, TRF, and long-term residence for IHT, changes to BPR/APR.
- Offshore trust experience would be advantageous.
- Ability to advise on property tax structuring.
- De-enveloping advice in respect of UK properties to include property structuring advice for trading or investment purposes.
- Estate planning – Trust and estate planning advice, liaising internally with our Wealth Management team.
- Get involved in producing marketing material such as articles.
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Requirements
- Qualifications: ATT, CTA, or ACA, or equivalent (at least ATT qualified or part-qualified CTA/ACA – if at senior associate level or fully qualified if at assistant manager and upwards level with strong relevant experience).
- At least three-four years in personal tax, ideally in a private client-focused firm/team.
- An organised and meticulous approach to compliance and reporting work and ability to work on multiple clients simultaneously.
- A confident communicator and ability to explain complex matters, who builds trust easily and enjoys developing long-term client relationships.
Bring the real you to work, challenge the norm and have fun whilst developing your career
At Gerald Edelman, we aim to create an inclusive culture that’s based on trust and respect where everyone can thrive and express themselves freely. We are committed to Diversity, Equality, and Inclusion, actively listening to all opinions to create an environment without barriers; where everyone is given the same opportunities. We encourage applications from all backgrounds. If you have any questions about our commitment to DEI during your application process, please contact hello@geraldedelman.com.
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