Private client tax manager

?? City of London | Contract: Permanent | Hybrid: Yes ?? The Role The successful candidate will be a key member of the personal tax team, managing a diverse portfolio that includes high-net-worth individuals (HNWIs), non-domiciled clients, sole traders, partnerships, and offshore trusts. This position is far from routine compliance — it offers substantial advisory exposure and a strong voice within the firm. Key areas of responsibility include: Advisory services , with a focus on inheritance tax (IHT), residency and domicile issues, and offshore structuring Review and oversight of personal tax returns Partner collaboration , both strategic and operational Business development via events and thought leadership contributions With upcoming changes to non-dom rules in 2025, this is a prime opportunity for someone looking to lead complex advisory projects. ?? Responsibilities Manage a varied and high-value personal tax portfolio Advise clients on IHT, residency, pre-arrival planning, and non-dom changes Act as the main contact for clients and their advisers on a wide range of issues Prepare, review, and file personal tax returns Lead client meetings, budgeting, and delivery oversight Mentor junior staff and manage a small team Represent the firm at networking events and internal seminars ?? Ideal Candidate Profile Minimum 5 years' experience in private client tax, including work with non-doms and offshore structures CTA-qualified (or equivalent), with strong personal tax expertise Confident communicator, able to engage clients and colleagues with ease Passionate about mentoring and team development Highly organised and deadline-focused Bonus if already engaged in planning around 2025 non-dom reforms ?? Tech & Tools Proficient in Word, Excel, and cloud-based tax platforms Supported by a modern tech infrastructure and a digitally savvy team �? Benefits Competitive salary plus performance bonuses 25 days’ annual leave, plus bank holidays Hybrid working environment Enhanced parental leave Private medical options Social events, summer hours, and early Friday finishes Transparent career progression and partner accessibility The Culture This is a heritage firm with a start-up mindset — open, collaborative, ego-free, and forward-thinking. The environment supports growth, values autonomy, and puts a premium on meaningful work in private client tax.

Location: London, GB

Posted Date: 4/25/2025