Private Client Tax Manager
London
Hybrid
Permanent
£70k - £85k
cer Financial are working alongside an accounting firm based in London, who are seeking a Private Client Tax Manager to join them on a permanent basis. Take advantage of the opportunity to upskill and develop experience in international private client tax matters.
Responsibilities
- Focus on domestic UK private client work - STEP, trusts, and estates exposure is advantageous.
- Manage complex Private Client Tax engagements, including planning and compliance.
- Act as a senior client contact, leading meetings and providing proactive, tailored tax advice.
- Take the lead on technical tax matters, ensuring high-quality work and keeping the team updated on legislation.
- Lead, coach and mentor team members, including delegation, performance management and development.
- Manage team resources and workloads, ensuring work is delivered efficiently and at the right level.
- Identify opportunities to improve processes, efficiency and the use of technology.
- Support partners with business development, including identifying new opportunities, referrals and strengthening professional networks.
About you
- Ideally currently working 50:50 across compliance and advisory who is looking to increase the advisory element of their role.
- CTA qualified – essential; STEP desirable.
- Solid Private Client Tax experience gained in an accountancy practice.
- Experience managing complex/high-risk tax clients and leading technical work.
- Strong client relationship and communication skills, with confidence dealing with senior stakeholders.
- Strong understanding of tax legislation and regulatory changes and their impact on clients.
- Good commercial awareness and ability to identify business development opportunities.
- Able to operate as a senior figure and leader within the tax department.
- Does not require visa sponsorship.
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