Job Title: Private Client Tax Manager
Job Type: Permanent
Location: Camberley
Salary: £60,000 – 75,000
Reference no: 16089
Private Client Tax Manager– About The Role
This is a highly varied, advisory-led position where you will take responsibility for a diverse portfolio spanning high net worth individuals, owner-managed businesses, trusts and estates. The role combines complex technical advisory work with oversight of compliance, giving you full exposure to the lifecycle of client matters from planning through to delivery and implementation.
You will be trusted with significant autonomy, working directly with senior leadership on high level planning and contributing to some of the firm’s most complex and interesting advisory projects. The breadth of work is a key feature of the role, with no two clients presenting the same challenges. Key responsibilities:
Take ownership of a diverse portfolio including owner-managed businesses, high net worth individuals, trusts and estates
Lead complex advisory work spanning inheritance tax planning, succession planning, wealth structuring, and estate planning
Advise on corporate restructuring, including demergers, incorporations, share reorganisations, acquisitions and disposals
Provide specialist advice across personal tax, corporate tax, trusts, estates and property related matters
Manage and oversee complex compliance work including personal, corporate and trust tax returns
Act as a key adviser on HMRC enquiries, disclosures and technical discussions
Work on cross-border and residency related tax matters where required
Identify and drive forward advisory opportunities across your client portfolio
Work closely with senior leadership on complex planning and strategic client matters
Collaborate with wider teams to deliver integrated tax and advisory solutions
Support the development of junior team members through review and guidance
The successful Private Client Tax Manager will have:
CTA qualified or equivalent
STEP would be advantageous but not essential
Strong experience in private client tax
Proven expertise in Trusts and Estates and inheritance tax planning
Experience advising high net worth individuals and owner-managed businesses
Strong technical knowledge across personal and corporate tax
Experience delivering complex advisory and planning projects
Confident managing HMRC interactions and technical queries
Experience reviewing work and supporting junior staff development
Strong communication and client relationship skills
Full right to work in the UK
Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.
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Salary description
£60000.00 - £75000.00 per year
