Private Client Tax – Senior Manager

🔒 Confidential Employer

Posted 25 March 2026

LOCATION

Reigate

TYPE

Full-time

LEVEL

Mid-Senior level

SKILLS

UK tax compliance Tax advisory Inheritance tax Capital gains tax Client relationship management Tax legislation Trusts and estates Tax planning

FULL DESCRIPTION

[Employer hidden — view at passion-project.co.uk] is seeking a Private Client Tax – Senior Manager to advise high-net-worth individuals on UK private client tax matters. The role involves providing tax compliance and advisory services, managing client relationships, and contributing to team leadership and business development.

Key Responsibilities

Provide high-quality UK tax compliance and advisory services to HNW and UHNW clients, including UK residents, non-residents, and individuals claiming the new Foreign Income and Gains regime.
Advise on: – Income tax and capital gains tax planning – Inheritance tax and succession strategies – Residence – Pre-arrival and departure planning – Structuring family wealth and intergenerational transfers
Support clients with international wealth and investments, reflecting [Employer hidden]’s expertise in cross-border advisory services.
Manage the delivery and review of UK personal tax returns, trust tax returns, and related computations.
Oversee work arising from [Employer hidden]’s tax compliance service lines.
Keep abreast of UK tax legislation, HMRC guidance and reporting obligations (FATCA/CRS where relevant).

Client Relationship Management

Act as primary point of contact for a portfolio of private clients, providing proactive guidance and maintaining long-term trusted relationships.
Collaborate with trustees, investment managers, legal advisers and external intermediaries, where appropriate.
Represent [Employer hidden]’s values of tailored service and technical excellence.

Team Leadership & Development

Supervise and mentor junior tax staff, supporting their technical development and training.
Assist the Head of Tax and UK directors in shaping the growth of the UK tax team.
Foster a collaborative culture across [Employer hidden]’s multi-office UK network.

Business Development

Identify opportunities to expand advisory work from existing client relationships.
Contribute to internal thought leadership, updates, and client communications.
Support [Employer hidden]’s market-facing activities and professional networking.

Skills & Experience Required

CTA, ATT or equivalent professional qualification.
Significant experience (typically 5–8+ years) in UK private client tax focused role.
Strong technical understanding of UK taxation of individuals, trusts and estates, supported by knowledge of international aspects affecting globally mobile clients.
Ability to manage a client portfolio independently, with high attention to detail.

Why Join [Employer hidden]?

Be part of an ambitious and expanding UK tax practice anchored by independent ownership and a growing multi-office footprint.
Work with international clients and complex structures, supported by [Employer hidden]’s cross-border fiduciary and advisory expertise.
Opportunity to shape and grow the UK’s private client tax offering.
Supportive, highly skilled colleagues across fiduciary, accounting, fund services and tax teams.

What We Offer

Competitive salary based on experience.
Supportive and friendly working environment.
Clear progression pathway within a growing firm.
Ongoing training, CPD support, and exposure to high-quality advisory work.
Opportunity to play a key role in shaping the future of the Private Client team.
Hybrid working (up to 2 days home working a week) and/or flexible working (80%)
Annual discretionary bonus
8% pension (3% employer, 5% employee)
Private medical insurance
Death in Service Insurance
Long Term Disability Insurance
25 days’ holiday plus bank holidays
Annual away day and Christmas party