TPF Recruitment
Private Client Tax Senior Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
TPF Recruitment is delighted to be supporting a highly regarded mid-tier chartered accountancy practice in their search for a Private Client Tax Senior Manager to join their growing team in Sidcup.
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 successful and expanding Private Client Tax department with genuine long-term career prospects. The successful candidate will play a key role in leading complex advisory projects, managing significant client relationships, and supporting the continued growth of the team.
Working alongside Partners and Directors, you'll advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families, family offices, and trusts, delivering bespoke tax planning solutions across a broad range of complex private client matters. This is a predominantly advisory role, with strategic oversight of compliance work.
The Role
As a Private Client Tax Senior Manager, your responsibilities will include:
- Managing a portfolio of high net worth and ultra high net worth individuals, families, and trusts.
- Leading complex private client advisory projects across a broad range of tax matters.
- Advising on residency, domicile, and international tax matters, including the new long-term residence, Temporary Repatriation Facility (TRF), and Foreign Income and Gains (FIG) rules.
- Advising on historic non-domiciled taxation, the remittance basis, and mixed fund rules.
- Providing advice on the UK Statutory Residence Test and double tax treaties.
- Delivering sophisticated Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions, and succession planning.
- Advising on UK and offshore trust structures, Family Investment Companies, and property holding structures.
- Supporting clients through HMRC enquiries and responding to HMRC nudge letters.
- Preparing and reviewing high-quality technical reports and delivering clear, commercial advice.
- Managing client relationships, budgets, fee estimates, and billing.
- Supporting business development initiatives and identifying opportunities to grow client relationships.
- Mentoring and developing Managers and junior members of the team.
- Working closely with the Partners on strategic client matters and contributing to the continued growth of the Private Client Tax service line.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
We're looking for an experienced Private Client Tax professional who is seeking a long-term career within a growing and ambitious practice. You'll ideally have:
- CTA qualified (essential).
- Significant post-qualification experience within Private Client Tax.
- 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.
- Strong technical knowledge across:
- New long-term residence, TRF, and FIG rules.
- Historic non-domiciled taxation, remittance basis, and mixed fund rules.
- UK Statutory Residence Test.
- Double tax treaties.
- UK and offshore trusts.
- Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions, and other reliefs.
- Property holding structures and Family Investment Companies.
- HMRC enquiries and nudge letters.
- Excellent report writing and technical advisory skills.
- Experience managing billing, fee estimates, budgets, and client expectations.
- Strong leadership and relationship management skills.
- A stable career history and a genuine desire to build a long-term career within a growing team.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Benefits
- Competitive salary of £65,000 to £80,000, depending on experience.
- Comprehensive benefits package.
- Hybrid and flexible working.
- A predominantly advisory role with exposure to high-quality and technically challenging work.
- The opportunity to advise an exceptional portfolio of high net worth and ultra high net worth clients.
- Excellent career progression within a growing and successful mid-tier practice.
- Ongoing technical development and professional training.
- A collaborative, supportive, and forward-thinking working environment.
If you're an experienced Private Client Tax Senior Manager looking to join a growing mid-tier practice where you can lead complex advisory work, build lasting client relationships, and continue progressing your career, we'd love to hear from you.
Apply today or contact TPF Recruitment for a confidential discussion.
tristan@tpfrecruitment.com
01227 533 007
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills