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