Private Client Tax Senior/Manager

Overview

In this hands‑on private client role you will manage an excellent portfolio at a well‑established modern practice, working with Partners to deliver high‑quality personal tax advice. You will be part of a tight‑knit team of six and focus on personal tax, IHT, trusts and estates.

Responsibilities

• Manage a high‑quality private client portfolio covering personal tax, IHT, trusts and estates.
• Prepare and review self‑assessment returns, CGT calculations, P11Ds, trust & estate returns, and IHT forms.
• Support Partners with MTD implementation and modernise tax processes.
• Assist with advisory work including income extraction, IHT planning, trust structuring and broader wealth/succession matters.
• Act as liaison point between clients, HMRC, solicitors and internal teams.
• Spot planning opportunities and raise advisory points where appropriate.
• Supervise and mentor junior colleagues, contributing to workflow management.

Qualifications

• Experience as a Personal Tax Senior, Assistant Manager or Manager in a practice environment.
• Qualifications: ATT, CTA, ACA, ACCA or strong QBE experience.
• Solid grounding in personal tax, IHT, trusts and estates.
• Confidence managing a portfolio and working directly with private clients and HNWIs.
• Proactive approach to digital change and MTD developments.
• Excellent communication, organisation and client‑care skills.

Benefits

A competitive salary based on experience.

Modern offices with free on‑site parking.

Flexitime, overtime options and a good pension scheme.

Collaborative culture with accessible Partners.

Exposure to high‑quality private client work.

Ongoing professional development and clear career progression pathways.

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