2 jobs found

Private Client Tax - Senior Manager Location: Reigate Hybrid & Flexible Working Available A high-quality and rapidly growing private client tax advisory practice is seeking an experienced Private Client Tax Senior Manager to join its expanding UK team. This role offers the opportunity to work with complex, internationally connected clients while playing a key role in the development of a growing private client offering. This is an ideal opportunity for an established Senior Manager (or a strong Manager ready to step up) who enjoys advisory-led private client work, values autonomy, and wants to influence the growth and direction of a practice. The Role As Private Client Tax Senior Manager, you will advise high-net-worth and ultra-high-net-worth individuals, families and entrepreneurs on a broad range of UK private client tax matters. You will manage complex client relationships, oversee compliance delivery, contribute to advisory and planning projects, and support the development of junior team members. You will work closely with colleagues across fiduciary, trust and corporate services, with regular exposure to international and cross-border structures. Key Responsibilities Private Client Advisory & Compliance Provide high-quality UK tax compliance and advisory services to HNW and UHNW clients, including UK residents, non-residents and internationally mobile individuals Advise on income tax and CGT planning, inheritance tax and succession planning, residence and domicile matters, and pre-arrival/departure planning Support clients with international wealth structures and cross-border tax considerations Review and oversee UK personal tax returns, trust tax returns and related computations Remain up to date with UK tax legislation, HMRC guidance and relevant reporting requirements Client Relationship Management Act as the primary point of contact for a complex portfolio of private clients Build long-term trusted relationships through proactive, commercially focused advice Liaise with trustees, investment managers, legal advisers and other intermediaries as required Team Leadership & Development Supervise, mentor and support junior members of the tax team Contribute to training, technical development and knowledge sharing Work closely with senior leadership to support the growth and direction of the UK private client team Business Development & Profile Building Identify opportunities to expand advisory work within existing client relationships Contribute to thought leadership, technical updates and client communications Support networking and market-facing initiatives Skills & Experience Essential CTA, ATT or equivalent professional qualification Significant UK private client tax experience (typically 5-8+ years) Strong technical knowledge across UK personal tax, trusts and estates, with an understanding of international considerations Proven ability to manage a client portfolio independently What's on Offer Competitive salary dependent on experience Clear progression and long-term development opportunities High-quality advisory-focused private client work Hybrid working (up to 2 days per week from home) and flexible working arrangements Supportive, collaborative culture within a growing practice How to Apply If you're a private client tax professional looking to step into a senior, advisory-focused role within a growing and ambitious practice, we'd be delighted to hear from you.

Our Client is a leading, long-established multijurisdictional Trust and Corporate Service Provider. Their IOM office is now seeking an experienced Senior Manager to join the Trust & Corporate Services team. The Senior Manager will be responsible for the day-to-day management of a Trust and Company administration team and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures. A large part of the role is to establish and develop client relationships, engage actively with the development of new business and build the reputation of the company as a client focused business who meet and exceed client expectations. The ideal candidate for the role of Senior Manager will have: Relevant professional qualification e.g. CGI, ACCA, STEP Strong IT skills, including practical experience of Microsoft Outlook, Word and Excel Detailed understanding of fiduciary services business including the regulatory requirements Ability to work under pressure & meet deadlines Excellent written & verbal communication skills Ability to work accurately with good attention to detail A flexible attitude towards work and a willingness to assist other members of the team as required Excellent time management, prioritisation and organisational skills Demonstrate drive, ambition & willingness to learn Understand the importance of consistently delivering high standards in a customer service role A proactive approach to work & the ability to work under own initiative Positive attitude with problem solving ability Strong management skills and a proven track record in successfully managing a team Strong leadership qualities & the ability to lead by example