Private Client Technical advisor

Role: Technical Private Client Knowledge Senior Manager

Our client is a national law firm and their Private Client Team is one of the largest in the UK, managing tax affairs for individuals, non-doms, trustees, partnerships, charities, sole traders, and family businesses.

the team is looking for a Private Client Tax Senior Manager to join the growing team. This role involves supporting lawyers and accountants in delivering tailored tax advisory services to high-net-worth individuals. However you are not expected to bring in new clients or manage your own portfolio.

Responsibilities include:

• Providing specialist tax support and chargeable advice to colleagues.
• Sharing technical tax knowledge and supervising less experienced colleagues.
• Leading on complex personal tax matters, including Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and International clients.
• Ensuring adherence to regulatory requirements and maintaining up-to-date tax knowledge.
• Participating in strategic planning and business development initiatives.

Requirements:

• ACA, ACCA, or CTA qualified with strong private client tax advisory experience.
• In-depth knowledge of taxation for high-net-worth individuals and wealth protection structures.
• Experience in leading projects and advising on trusts and estates.
• Ability to manage a complex client portfolio and collaborate on technical and risk matters.