Senior Manager - Private Client Tax

Job Details

Senior Manager - Private Client Tax

Are you an experienced Private Client Tax professional ready to take the next step in your career? A top-tier accounting firm is seeking a Senior Manager to join their thriving Private Client Tax team in London. This is a fantastic opportunity to lead the delivery of high-quality personal tax advisory services and manage a diverse portfolio. You'll play a key role in client relationships, technical advisory work, and driving operational improvements across the department.

The Role

This is a high-impact, client-facing role offering the opportunity to work with a diverse portfolio of high-net-worth individuals, entrepreneurs, and family offices. You'll lead the delivery of complex personal tax advisory work, manage a team of talented professionals, and play a key role in shaping the future of the department.

Key Responsibilities:

• Leading the delivery of bespoke personal tax advisory projects and reports.
• Acting as a key point of contact for clients, including high-net-worth individuals and partnerships.
• Managing a varied portfolio with multiple sources of income and complex tax affairs.
• Overseeing UK tax return filings and capital gains tax matters.
• Mentoring and developing junior team members, including technical training and soft skills coaching.
• Supporting senior leadership in business development and process improvement initiatives.

About You

• CTA qualified (or equivalent) with strong technical expertise in private client tax.
• Proven experience advising on complex tax issues including IHT planning, trusts, and anti-avoidance legislation.
• Confident communicator with the ability to simplify complex tax matters for non-experts.
• Experience managing and reviewing the work of others, with a collaborative leadership style.
• Commercially minded with a proactive approach to client engagement and internal efficiency.

Desirable Experience:

• Working with UK and non-UK domiciled clients, including non-resident trusts.
• Advising property-owning clients using corporate structures and trusts.
• Handling HMRC enquiries and negotiations.
• Delivering presentations and contributing to pitches and proposals.

What's on Offer

This is a fantastic opportunity to join a forward-thinking firm where your expertise will be valued, and your ideas welcomed. You'll be part of a collaborative team that prioritises professional development, client service, and innovation. Your work/life balance is respected offering high flexibility in a hybrid working model of one office day per week.

Interested?

Apply now or get in touch with Morgan Schuler at [email protected] or on 02073322478 for a confidential discussion.

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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Company

Brewer Morris was established in 1987 as the UK's first recruitment consultancy to focus exclusively on the recruitment of taxation professionals.

We are firmly established as a market leader and take great pride in the enormous number of long-term business relationships that we have developed throughout the tax world. We have also expanded our remit into the recruitment of Treasury professionals. This enables us to better serve our clients’ needs in niche areas and we firmly believe this business line complements the Tax specialist recruitment that you have come to know and trust. From offices based in London, Melbourne and Sydney we recruit across the UK, Europe, The Middle East, Australia and New Zealand.

Company info

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