Private Client Tax Manager, Financial Services

• Help clients navigate changes affecting their businesses, complexity and tax risk
• Advise wealthy individuals and their businesses in the Alternative Investment Fund space
• Work closely with Private Client Partners, Directors and Senior Managers
• Help develop new client relationships and identify and pursue new market opportunities
• Manage a diverse portfolio including international high net worth individuals, private equity funds and executives
• Develop relationships with clients and internal stakeholders across the firm
• Deliver complex client projects and provide holistic, end-to-end tax services
• Maintain up-to-date expertise in relevant tax law and legislation
• Advise clients and internal stakeholders on tax technical issues
• Deliver sessions at client and knowledge events
• Supervise, coach and provide regular feedback to Senior Associates and Associates
• Keep senior stakeholders updated on progress

Requirements

• Relevant, detailed and up-to-date UK tax knowledge in the personal tax space
• Experience dealing with complex tax issues facing owners, founders and executives, as well as privately or family-owned businesses preferred
• Experience dealing with international aspects such as residence, domicile and arriving in or leaving the UK
• Experience working with clients in the private equity and broader Alternative Investment Fund industry
• ACA and/or CTA qualified or international equivalent
• Ability to maintain expert knowledge of tax law and legislation
• Ability to advise clients and internal stakeholders on tax technical issues
• Ability to supervise, coach and provide regular feedback to Senior Associates and Associates
• Available to travel up to 40%
• Government clearance not required
• Work visa sponsorship available

Core Competencies

Demonstrates extensive UK tax knowledge, particularly in personal tax, and the ability to navigate complex tax issues for high net worth individuals and private equity clients. Proven experience in developing client relationships and delivering comprehensive tax services while supervising and mentoring junior staff.

Highest-signal resume keywords

• UK Tax Knowledge
• Complex Tax Issue Resolution
• Private Equity Experience
• Client Relationship Development
• Supervision and Coaching

ATS Optimization Keywords Hard Skills

• Tax Law Expertise
• Alternative Investment Fund Knowledge
• International Tax Experience
• Tax Technical Advisory
• Portfolio Management

Soft Skills

• Communication
• Coaching
• Relationship Building

Certifications & Qualifications

• ACA Qualified
• CTA Qualified

Industry Keywords

• High Net Worth Individuals
• Private Equity Funds
• Family-Owned Businesses
• Tax Risk Management
• Client Projects