Senior Private Client Tax Manager
Sheridan Maine · London
Job description
About the role
We are recruiting on behalf of a respected Chartered Accountancy firm in Central London for a Senior Private Client Tax Manager. You will work with a diverse portfolio of high‑net‑worth individuals, entrepreneurs and family groups, delivering both compliance and advisory tax services.
Key responsibilities
- Manage a portfolio of private clients, providing full personal tax services.
- Oversee preparation and review of complex self‑assessment tax returns.
- Deliver proactive tax planning across income tax, capital gains tax, inheritance tax and succession planning.
- Advise on tax‑efficient structures and opportunities.
- Handle HMRC enquiries and correspondence.
- Build trusted client relationships and act as the primary point of contact.
- Identify value‑adding advisory opportunities.
- Review junior team work and provide technical guidance.
- Support the wider tax team on complex projects.
Required profile
- CTA qualified (or equivalent) with extensive private client tax experience.
- Background in a Chartered Accountancy firm or professional services environment.
- Strong knowledge of UK personal tax legislation.
- Experience managing high‑net‑worth client portfolios.
- Understanding of tax planning, trusts, estates and succession matters.
- Excellent communication and relationship‑building skills.
- Commercial mindset with ability to propose tailored solutions.
Required skills
What we offer
- Competitive salary package based on experience.
- Opportunity to join a highly respected firm in Central London.
- Diverse and interesting private client portfolio.
- Blend of compliance, advisory and client relationship work.
- Supportive, collaborative environment with strong career development prospects.
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Published 1 month ago
Expires 4 hours from now
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Sheridan Maine
London
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