Private Client Tax Manager

Description:

This is a standout opportunity for an experienced Tax Manager or Senior Tax Manager to join a highly regarded independent practice with a strong reputation for delivering practical, commercially focused advice. This is a genuinely broad advisory role covering private clients, business owners, trusts & estates, and complex tax structuring work, offering exceptional variety and exposure across personal and corporate taxation. You will work closely with senior leadership, taking ownership of high value advisory projects and acting as a trusted adviser to a sophisticated client base.

Job Title:          Private Client Tax Manager

Job Type:         Permanent          

Location:          Camberley

Salary:              £60,000 – 75,000

Reference no:  16089

Private Client Tax Manager– About The Role

This is a highly varied, advisory-led position where you will take responsibility for a diverse portfolio spanning high net worth individuals, owner-managed businesses, trusts and estates. The role combines complex technical advisory work with oversight of compliance, giving you full exposure to the lifecycle of client matters from planning through to delivery and implementation.

You will be trusted with significant autonomy, working directly with senior leadership on high level planning and contributing to some of the firm’s most complex and interesting advisory projects. The breadth of work is a key feature of the role, with no two clients presenting the same challenges. Key responsibilities:

Take ownership of a diverse portfolio including owner-managed businesses, high net worth individuals, trusts and estates

Lead complex advisory work spanning inheritance tax planning, succession planning, wealth structuring, and estate planning

Advise on corporate restructuring, including demergers, incorporations, share reorganisations, acquisitions and disposals

Provide specialist advice across personal tax, corporate tax, trusts, estates and property related matters

Manage and oversee complex compliance work including personal, corporate and trust tax returns

Act as a key adviser on HMRC enquiries, disclosures and technical discussions

Work on cross-border and residency related tax matters where required

Identify and drive forward advisory opportunities across your client portfolio

Work closely with senior leadership on complex planning and strategic client matters

Collaborate with wider teams to deliver integrated tax and advisory solutions

Support the development of junior team members through review and guidance 

The successful Private Client Tax Manager will have:

CTA qualified or equivalent

STEP would be advantageous but not essential  

Strong experience in private client tax

Proven expertise in Trusts and Estates and inheritance tax planning

Experience advising high net worth individuals and owner-managed businesses

Strong technical knowledge across personal and corporate tax

Experience delivering complex advisory and planning projects

Confident managing HMRC interactions and technical queries

Experience reviewing work and supporting junior staff development

Strong communication and client relationship skills

Full right to work in the UK

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)