Private Client Manager/Senior Manager

Private Client Tax Manager / Senior Manager

Overview
This role offers a blend of compliance and advisory responsibilities, focusing heavily on non-UK domicile cases. The successful candidate will manage a portfolio of private client cases, support advisory projects, and oversee team development.

About the Firm

A growing, independent Top 40 accountancy firm with a long history and expertise in private client tax. The firm values teamwork, client care, and offers services across four UK offices.

Key Responsibilities

• Manage a portfolio of private clients, including non-doms, HNWIs, partnerships, and offshore trusts.
• Assist with advisory projects on inheritance tax (IHT), residence, offshore structures, and the upcoming non-dom rules for 2025.
• Oversee compliance, including tax returns and HMRC inquiries.
• Support client meetings, prepare reports, and ensure timely delivery of work.
• Mentor team members and contribute to internal and external business development.

Requirements

• CTA qualified with a minimum of 5 years of private client tax experience.
• Strong knowledge of non-doms and offshore structures.