Senior Tax Manager - Private Client

• Lead the Personal and Trust Tax compliance service
• Review and sign off Personal and Trust Tax Returns
• Deliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters
• Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting
• Liaise with HMRC, clients and professional advisers
• Manage complex client relationships and risk
• Lead, coach and develop the Private Client & Trust Services team
• Manage workflow, WIP, billing, recoveries and utilisation
• Support recruitment, appraisals and training
• Drive continuous improvement and quality standards
• Support the growth of the department through networking and client development
• Contribute to technical marketing and leadership initiatives

Requirements

• CTA, ACA or ACCA qualified (or equivalent experience)
• Significant Private Client Tax and Trust experience
• Strong technical knowledge of Personal Tax, Trusts, IHT and CGT
• Previous team leadership experience
• Commercial awareness and excellent client relationship skills.

Core Competencies

Demonstrates expertise in Personal and Trust Tax compliance, with a strong focus on managing complex client relationships and leading a team. Proficient in delivering advisory services related to Trusts, Inheritance Tax, and Capital Gains Tax while ensuring high-quality standards and continuous improvement.

Highest-signal resume keywords

• CTA, ACA Or ACCA Qualified
• Private Client Tax Experience
• Trusts And Inheritance Tax Knowledge
• Team Leadership Experience
• Client Relationship Management

Hard Skills

• Personal Tax Compliance
• Trust Tax Compliance
• Capital Gains Tax (CGT)
• Trust Registration Service
• CRS Reporting
• Advisory Work
• Risk Management
• Workflow Management
• Billing Management
• Continuous Improvement

Soft Skills

• Coaching
• Client Development
• Networking
• Commercial Awareness
• Excellent Communication

Certifications & Qualifications

• CTA
• ACA
• ACCA

Industry Keywords

• Personal Tax
• Trusts
• Inheritance Tax (IHT)
• Capital Gains Tax (CGT)
• HMRC Liaison
• Private Client Services
• Technical Marketing
• Quality Standards