Personal Tax Manager
Posted 2 hours 13 minutes ago by Austin Rose Associates
Are you an ambitious tax professional looking to lead a high-performing team within one of the UK's most prestigious private client practices? Do you thrive on delivering complex technical advice to ultra-high-net-worth individuals and multi-generational families? If you are CTA qualified and seeking a role that offers a 35-hour working week, significant autonomy, and a clear path to senior leadership, this is the opportunity to elevate your career.
About the FirmThis Top 20 Firm is a premier adviser to wealthy individuals and families, holding a long-standing reputation for excellence in the private client sector. With a UK-wide presence and a membership in a leading international network, the firm provides a sophisticated platform for tax professionals to manage complex, global portfolios. The London-based UK Private Client Team consists of 5 Partners and nearly 30 staff, fostering a collegiate and friendly environment where every individual is recognised by name rather than just a job title.
Key Responsibilities- Manage a diverse portfolio of private clients, acting as the primary point of contact for all UK tax compliance and ad hoc advisory matters.
- Review complex UK self assessment, trust, and estate tax returns, ensuring the highest technical standards and strict adherence to deadlines.
- Provide technical input on intricate tax issues, including residency, domicile, the remittance basis, and capital taxes.
- Lead HMRC correspondence and enquiries, drafting robust responses and supporting Partners on high stakes investigations.
- Identify and convert tax planning opportunities, collaborating with VAT, Corporate Tax, and Financial Planning teams to provide holistic solutions.
- Oversee the commercial performance of your portfolio, including budgeting, recovery monitoring, and invoicing.
- Delegate work effectively to the junior team, ensuring accuracy and consistency across all deliverables.
- Act as a mentor and coach, playing a pivotal role in the training and career development of junior staff members.
- Build and maintain trusted, long term relationships with clients, proactively managing their expectations and requirements.
- Contribute to the firm's continuous improvement initiatives, refining tax compliance processes and internal best practice.
- 35 hour working week.
- 3 days per week working from home (Hybrid policy).
- 25 days annual leave.
- 10:00 - 16:00 core hours.
- Annual Profit Sharing Plan payment (paid in December).
- Discretionary annual performance bonus.