Private Client Tax Senior
Achieve Professionals · Manchester
Job description
About the role
We are partnering with a top‑10 accountancy firm to recruit a Private Client Tax Senior for their Manchester office. You will work with a diverse portfolio of high‑net‑worth individuals, trusts, non‑residents and non‑domiciled clients, providing both compliance support and advisory assistance across a broad range of personal tax matters.
Key responsibilities
- Manage a portfolio of private clients, taking increasing ownership of relationships and ongoing compliance.
- Act as the primary point of contact, keeping clients informed of legislative changes and personal tax obligations.
- Prepare and review personal tax returns and computations.
- Support senior team members and partners with complex private‑client advisory projects.
- Advise on succession planning, inheritance tax, trusts, family investment structures and residency matters.
- Identify tax‑planning opportunities and proactively highlight potential issues to clients.
- Collaborate with colleagues across tax and wider service lines to deliver a joined‑up service.
- Support business development by spotting opportunities within the existing client base.
- Maintain strong client relationships and develop a detailed understanding of their personal circumstances.
- Ensure all work complies with internal risk‑management and compliance procedures.
Required profile
- CTA or ATT qualified, or qualified by experience.
- At least 5 years’ relevant private‑client tax experience.
- Previous experience in a Personal Tax, Private Client or Mixed Tax role within an accountancy practice.
- Strong technical knowledge of personal and private‑client taxation.
- Experience working with high‑net‑worth individuals, trusts and/or international private clients is advantageous.
- Excellent communication and relationship‑building skills.
- Commercially minded with the ability to identify tax‑planning and advisory opportunities.
- Proactive, organised and comfortable taking ownership of client relationships.
- Genuine interest in a long‑term career within private‑client advisory.
What we offer
- Hybrid and flexible working arrangements.
- Birthday leave.
- Professional subscription support.
- Extensive learning and development opportunities.
- Career coaching and progression support.
- Employee benefits and wellbeing initiatives.
- Opportunity to work with a diverse and interesting private‑client portfolio.
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Published 4 days ago
Expires 2 days from now
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Achieve Professionals
Manchester
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