Personal Tax Manager

Are you a Personal Tax Advisor / Manager, looking for a remote first role within a progressive, highly acquisitive business? If so, we would love to hear from you

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Key Responsibilities:

Advisory Project Work

• Preparing advisory reports and leading client calls
• Advising on all points of UK tax in relation to internationally mobile HNWI’s, often on short time scales ahead of business exits.
• Supporting IHT and BPR reviews and preparing technical analysis for director sign-off
• Co-ordinating international tax matters with our international contacts and UK tax residence planning projects
• Assisting with structuring, family wealth planning and business exit planning

Technical Review & Decision-Making

You will be expected to act as a technical reviewer for personal tax matters within the team. This includes:

• UK personal tax planning
• Statutory Residence Test and non-residence planning
• Overseas income and remittance matters
• Trusts and beneficiary taxation
• Inheritance Tax planning and Business Property Relief
• Cross-border issues and interaction with overseas advisers

You should be comfortable researching complex areas and confidently explaining and defending technical conclusions to senior management or clients.

Project Management & Workflow

The role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. This will include:

• Daily oversight of team workflow and project progression
• Reviewing work prepared by junior team members to a high technical standard
• Being a touch point for technical queries
• Monitoring WIP, recoveries and billing on your projects
• Ensuring appropriate pricing and commerciality of work
• Attending/leading new client meetings across all areas of Private Client tax
• Preparing clear scopes of work and fee quotes

Required Experience & Technical Skills:

• CTA qualified (or equivalent experience)
• Significant experience in a UK Private Client tax role

Strong technical knowledge of:

• Statutory Residence Test
• Non-residence and temporary non-residence
• Trust taxation and beneficiary matching
• Inheritance Tax and BPR
• International and cross-border personal tax matters

• Ability to independently research technical issues and reach defensible conclusions
• Experience dealing directly with high-net-worth clients

Systems & Tools

Experience with the following is desirable:

• Microsoft Office and practice management systems
• Digita Personal Tax (or similar tax software)
• Tax research platforms (Tolley’s, Practical Law, Croner-i, Kessler)

Personal Attributes

• Strong communicator with excellent client skills
• Organised with the ability to manage multiple projects simultaneously
• Comfortable supervising and mentoring junior staff
• Proactive and able to take ownership of client relationships

What We Offer

• A supportive and technical environment with genuine scope to develop specialist expertise.
• Exposure to a broad range of interesting and complex client matters.
• Opportunities for progression within a growing team.
• A built in client base, with opportunities to develop your own portfolio and referral network.
• Flexible working, and a fully remote role. We do our best work in our preferred environment. We have a camera on approach to both internal and client meetings.