Private Client Tax Manager
Personal Tax ManagerRole OverviewManage a varied portfolio of private clients including high-net-worth individuals, trusts, and estates, delivering high-quality personal tax compliance and advisory services. You will act as the main client contact, provide technical guidance, manage deadlines, and support junior team development. This is a key role offering strong client exposure, responsibility, and progression opportunities.Key ResponsibilitiesClient Portfolio Management• Manage a portfolio of personal tax clients (HNWIs, directors, OMBs, trusts, estates)• Act as main contact for clients, trustees, and advisers• Build strong relationships and deliver high service standards• Identify tax planning opportunities and support advisory projectsPersonal Tax, Trusts and Estates Compliance• Oversee preparation and review of personal, trust, and estate tax returns• Manage compliance including income tax, CGT, and IHT reporting• Ensure deadlines are met and work delivered efficiently and within budget• Handle HMRC correspondence, including registrations, disclosures, and enquiriesAdvisory and Technical• Provide input across personal tax, trusts, estates, CGT, IHT, and residency matters• Support trust and succession planning work• Research legislation and HMRC guidance• Keep up to date with tax changes and communicate impactsTeam Leadership• Supervise, mentor, and review work of junior staff• Provide clear feedback and support development• Assist with workflow planning and work allocat
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