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tax trusts manager
BDO UK
Private Capital Director
BDO UK
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We're looking for someone with: Maintain an in depth, up to date, knowledge of relevant aspects of Private Client taxation. Acknowledged as an expert in their specialist field and able to deal with complex tax issues. Educated to degree level; and/or CTA and/or ACA qualified or equivalent. Demonstrable appropriate post qualified experience. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 16, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We're looking for someone with: Maintain an in depth, up to date, knowledge of relevant aspects of Private Client taxation. Acknowledged as an expert in their specialist field and able to deal with complex tax issues. Educated to degree level; and/or CTA and/or ACA qualified or equivalent. Demonstrable appropriate post qualified experience. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Reed
Private Client Solicitor
Reed Marlow, Buckinghamshire
Join a highly respected, modern private client practice in Maidenhead where quality of work, client care, and team culture truly matter. This firm is known for providing exceptional, relationship-driven private wealth services across the Thames Valley, working with a mix of long-standing families, HNW individuals, business owners, and professional referrers. You'll be part of a supportive, ambitious, and well-structured Private Client team that values both technical excellence and the human side of client service. Why this firm stands out This is not "just another private client role". The firm invests heavily in its people, its systems, and its reputation. A genuinely appealing offer to candidates: Prestige & reputation: A recognised Thames Valley private wealth team handling both standard and complex/HNW estates , often multi-jurisdictional. Strong referral pipeline: Deep, long-standing relationships with IFAs, accountants, wealth managers, and family-run businesses ensure consistent, interesting work (not volume or churn). Culture candidates actually want: Friendly, collaborative, and down-to-earth team with no ego culture ; you won't feel like a number. Clear progression: Defined routes to Senior Associate, Team Leader, or managerial pathways - realistic, not theoretical . Investment in you: STEP sponsorship, funded CPD, business-development mentoring and the chance to build your profile in the region. Modern hybrid working: A balanced, trust-based hybrid model with the tech and systems to make it smooth. The Role You'll manage a well-balanced, interesting caseload including: Wills and advanced estate planning Probate and estate administration (including HNW / complex estates) Lasting Powers of Attorney Trust creation, administration & tax considerations Inheritance Tax and Capital Gains Tax-aware planning Court of Protection matters (if desired) Supporting and mentoring junior team members where appropriate You will have the autonomy to run your files, while being part of a close, supportive team that enjoys tackling both everyday private client matters and more sophisticated work. About You 2+ years PQE in Private Client (more experienced candidates warmly encouraged) Strong technical knowledge across wills, probate, LPAs and trusts Empathetic, clear communicator who builds client trust with ease Comfortable with HNW client relationships and professional referrers STEP qualified or working towards STEP (supported) Ambitious, proactive, and keen to develop your career within a reputable firm Salary & Benefits £55,000 to £80,000 , aligned to your PQE, complexity exposure and BD contribution Transparent progression framework and regular performance reviews Hybrid working arrangement (typically 2-3 days office) 25+ days' holiday plus enhanced benefits Paid STEP training / exam support Pension, bonus structure, wellbeing perks and regular team events How to Apply If you're a Private Client Solicitor looking for a genuinely supportive, progressive, and high-quality environment in Maidenhead, apply today for a confidential conversation.
Apr 16, 2026
Full time
Join a highly respected, modern private client practice in Maidenhead where quality of work, client care, and team culture truly matter. This firm is known for providing exceptional, relationship-driven private wealth services across the Thames Valley, working with a mix of long-standing families, HNW individuals, business owners, and professional referrers. You'll be part of a supportive, ambitious, and well-structured Private Client team that values both technical excellence and the human side of client service. Why this firm stands out This is not "just another private client role". The firm invests heavily in its people, its systems, and its reputation. A genuinely appealing offer to candidates: Prestige & reputation: A recognised Thames Valley private wealth team handling both standard and complex/HNW estates , often multi-jurisdictional. Strong referral pipeline: Deep, long-standing relationships with IFAs, accountants, wealth managers, and family-run businesses ensure consistent, interesting work (not volume or churn). Culture candidates actually want: Friendly, collaborative, and down-to-earth team with no ego culture ; you won't feel like a number. Clear progression: Defined routes to Senior Associate, Team Leader, or managerial pathways - realistic, not theoretical . Investment in you: STEP sponsorship, funded CPD, business-development mentoring and the chance to build your profile in the region. Modern hybrid working: A balanced, trust-based hybrid model with the tech and systems to make it smooth. The Role You'll manage a well-balanced, interesting caseload including: Wills and advanced estate planning Probate and estate administration (including HNW / complex estates) Lasting Powers of Attorney Trust creation, administration & tax considerations Inheritance Tax and Capital Gains Tax-aware planning Court of Protection matters (if desired) Supporting and mentoring junior team members where appropriate You will have the autonomy to run your files, while being part of a close, supportive team that enjoys tackling both everyday private client matters and more sophisticated work. About You 2+ years PQE in Private Client (more experienced candidates warmly encouraged) Strong technical knowledge across wills, probate, LPAs and trusts Empathetic, clear communicator who builds client trust with ease Comfortable with HNW client relationships and professional referrers STEP qualified or working towards STEP (supported) Ambitious, proactive, and keen to develop your career within a reputable firm Salary & Benefits £55,000 to £80,000 , aligned to your PQE, complexity exposure and BD contribution Transparent progression framework and regular performance reviews Hybrid working arrangement (typically 2-3 days office) 25+ days' holiday plus enhanced benefits Paid STEP training / exam support Pension, bonus structure, wellbeing perks and regular team events How to Apply If you're a Private Client Solicitor looking for a genuinely supportive, progressive, and high-quality environment in Maidenhead, apply today for a confidential conversation.
Pro-Tax Recruitment
International Private Client Tax Advisor
Pro-Tax Recruitment
International Private Client Tax Advisor £80,000 Plus excellent employee benefits London / Hybrid working arrangements Our client is leading professional services firm, recognised for their commitment to quality, innovation, and collaboration. As part of an ongoing programme of growth they are looking for an experienced International Tax Advisor/Private client advisor to join their Private Client team in London. This is a client-facing role where you'll work directly with high-net and ultra-high-net worth individuals and families who have complex UK and cross-border tax issues, often involving residency, domicile, trusts, and offshore structures. You will be expected to provide practical, clear advice and help clients optimise their tax and manage their UK tax compliance obligations in an international context. Responsibilities High degree of autonomy reporting to one of the International Tax partners or Manager depending on their level. Prepare and/or review UK Self-Assessment tax returns including reporting of worldwide income, foreign tax credits, complex disclosures and interpretating double tax agreements. Prepare and/or review CGT (non-res CGT), ATED, ROE registrations and annual updates, Corporation Tax returns for non-UK resident landlord companies as well as IHT returns in respect of 10-yearly charge, exit charges and chargeable lifetime transfers for offshore trusts. Support clients with HMRC enquiries, settlements, and disclosures (e.g. Worldwide Disclosure Facility). Provide tailored advice on global mobility including pre-and post-arrival UK tax planning. Prepare advisory reports in relation to strategic UK tax planning for international clients and their offshore corporate and trust structures. De-enveloping advice in respect of UK properties to include property structuring advice for trading or investment purposes. Advise on the changes to UK tax legislation that are relevant to international clients, including the pre-6 April 2025 remittance basis regime, and the new post 5-April 2025 rules, i.e., the 4-year FIG regime, TRF, and long-term residence for IHT Requirements Qualifications: ATT, CTA or ACA, or equivalent Experience: At least 3-4 years in personal tax, ideally in a private client-focused firm or specialist team dealing with international clients. Strong grasp of UK non-dom taxation, the remittance basis, and international personal tax concepts such as mixed funds and analysis work. Their package covers your lifestyle, health and wellbeing, development and finances. To apply simply contact John today at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Apr 16, 2026
Full time
International Private Client Tax Advisor £80,000 Plus excellent employee benefits London / Hybrid working arrangements Our client is leading professional services firm, recognised for their commitment to quality, innovation, and collaboration. As part of an ongoing programme of growth they are looking for an experienced International Tax Advisor/Private client advisor to join their Private Client team in London. This is a client-facing role where you'll work directly with high-net and ultra-high-net worth individuals and families who have complex UK and cross-border tax issues, often involving residency, domicile, trusts, and offshore structures. You will be expected to provide practical, clear advice and help clients optimise their tax and manage their UK tax compliance obligations in an international context. Responsibilities High degree of autonomy reporting to one of the International Tax partners or Manager depending on their level. Prepare and/or review UK Self-Assessment tax returns including reporting of worldwide income, foreign tax credits, complex disclosures and interpretating double tax agreements. Prepare and/or review CGT (non-res CGT), ATED, ROE registrations and annual updates, Corporation Tax returns for non-UK resident landlord companies as well as IHT returns in respect of 10-yearly charge, exit charges and chargeable lifetime transfers for offshore trusts. Support clients with HMRC enquiries, settlements, and disclosures (e.g. Worldwide Disclosure Facility). Provide tailored advice on global mobility including pre-and post-arrival UK tax planning. Prepare advisory reports in relation to strategic UK tax planning for international clients and their offshore corporate and trust structures. De-enveloping advice in respect of UK properties to include property structuring advice for trading or investment purposes. Advise on the changes to UK tax legislation that are relevant to international clients, including the pre-6 April 2025 remittance basis regime, and the new post 5-April 2025 rules, i.e., the 4-year FIG regime, TRF, and long-term residence for IHT Requirements Qualifications: ATT, CTA or ACA, or equivalent Experience: At least 3-4 years in personal tax, ideally in a private client-focused firm or specialist team dealing with international clients. Strong grasp of UK non-dom taxation, the remittance basis, and international personal tax concepts such as mixed funds and analysis work. Their package covers your lifestyle, health and wellbeing, development and finances. To apply simply contact John today at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Pro-Tax Recruitment
Senior Trust Manager - STEP
Pro-Tax Recruitment
Senior Trust Manager - STEP £85,000 plus attractive benefits London / Hybrid Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London. The role You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts. You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team. You You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters. You will thrive in a supportive environment will enable you to develop your career and work towards Director and Partner level. To apply simply contact John at Pro Tax on As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Apr 16, 2026
Full time
Senior Trust Manager - STEP £85,000 plus attractive benefits London / Hybrid Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London. The role You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts. You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team. You You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters. You will thrive in a supportive environment will enable you to develop your career and work towards Director and Partner level. To apply simply contact John at Pro Tax on As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Pro-Finance
Trusts Manager
Pro-Finance Bristol, Somerset
Trust Manager Bristol £60,000 - £80,000 An outstanding opportunity has arisen for an experienced Trust Manager to join a highly regarded Private Client team to work with High-Net-Worth Individuals. This nationally recognised team advises both UK and international clients on complex, high-value matters including tax and estate planning, offshore tax, and corporate tax. You will be joining a collaborative and supportive environment where you will be trusted to take ownership of your work and develop your career. What's great about this Trust Manager role? Flexible and hybrid working options - up to 3 days working from home. High-quality, complex work with national and international clients. Genuine opportunities for progression and development. Fantastic social events and a people-driven environment. Your role as a Trust Manager: Advising trustees on the administration of a wide range of trusts. Working closely with Probate, Succession Planning and Wills teams. Advising on the management of trust assets. Preparing annual trust accounts and tax returns. Providing advice on broader tax matters, including, Inheritance tax calculations and returns, changes of trustees and provision of information to beneficiaries. What you'll need to succeed: ATT, CTA or STEP qualified. Proven experience in trust management and accountancy. Proven experience of managing your own portfolio. Experience using tax software. Strong organisational skills with the ability to manage work independently. What next: I am looking for an ambitious Trust Manager to join this growing team. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Apr 16, 2026
Full time
Trust Manager Bristol £60,000 - £80,000 An outstanding opportunity has arisen for an experienced Trust Manager to join a highly regarded Private Client team to work with High-Net-Worth Individuals. This nationally recognised team advises both UK and international clients on complex, high-value matters including tax and estate planning, offshore tax, and corporate tax. You will be joining a collaborative and supportive environment where you will be trusted to take ownership of your work and develop your career. What's great about this Trust Manager role? Flexible and hybrid working options - up to 3 days working from home. High-quality, complex work with national and international clients. Genuine opportunities for progression and development. Fantastic social events and a people-driven environment. Your role as a Trust Manager: Advising trustees on the administration of a wide range of trusts. Working closely with Probate, Succession Planning and Wills teams. Advising on the management of trust assets. Preparing annual trust accounts and tax returns. Providing advice on broader tax matters, including, Inheritance tax calculations and returns, changes of trustees and provision of information to beneficiaries. What you'll need to succeed: ATT, CTA or STEP qualified. Proven experience in trust management and accountancy. Proven experience of managing your own portfolio. Experience using tax software. Strong organisational skills with the ability to manage work independently. What next: I am looking for an ambitious Trust Manager to join this growing team. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Hello Recruitment Associates
Personal Tax Manager
Hello Recruitment Associates Luton, Bedfordshire
Personal Tax Manager - Accountancy Practice - Luton 50000 to 60000 plus benefits Hello Recruitment is delighted to be recruiting a Personal Tax Manager for a rapidly expanding and busy Accountancy Practice based near Luton Airport. The role as Tax Manager will include managing a varied portfolio of private clients, including individuals of high net worth, trusts and estates whilst delivering high quality compliance and advisory services. In addition to these duties you will manage and supervise your team and review work from junior members to ensure its of the appropriate standard. The ideal candidate will either be CTA qualified or ACA/ACCA qualified with significant tax and trust experience including a good technical knowledge of UK personal tax, trust and estate taxation. Good organisational and communication skills are key to this unique opportunity which has a wide salary range of 52000- 60000 depending on experience.
Apr 16, 2026
Full time
Personal Tax Manager - Accountancy Practice - Luton 50000 to 60000 plus benefits Hello Recruitment is delighted to be recruiting a Personal Tax Manager for a rapidly expanding and busy Accountancy Practice based near Luton Airport. The role as Tax Manager will include managing a varied portfolio of private clients, including individuals of high net worth, trusts and estates whilst delivering high quality compliance and advisory services. In addition to these duties you will manage and supervise your team and review work from junior members to ensure its of the appropriate standard. The ideal candidate will either be CTA qualified or ACA/ACCA qualified with significant tax and trust experience including a good technical knowledge of UK personal tax, trust and estate taxation. Good organisational and communication skills are key to this unique opportunity which has a wide salary range of 52000- 60000 depending on experience.
Michael Page Finance
Private Client Tax Senior
Michael Page Finance Guildford, Surrey
I am pleased to be supporting a well established accountancy firm in Guildford with their recruitment of a Private Client Tax Senior Client Details Our client is an established professional accountancy firm, known for their commitment to excellence. With a team of over 30 based in Guildford, they offer a wealth of expertise in various areas of tax, audit and accounting. Description Dealing with annual tax returns for delegated clients Liaising with HM Revenue & Customs on behalf of clients Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and enquiry work Responding to issues and queries from clients Maintaining regular client contact Managing your own portfolio of private clients, trusts and partnerships, including taking responsibility for raising bills Working as part of a team to meet all deadlines and ensure that client expectations are exceeded Providing support to Managers and Partners on their portfolios and ad hoc projects Training and supervising junior staff Profile Strong team mentality but with the ability to work independently ATT/CTA qualification (or have significant experience working in tax) Previous work experience gained in a private client/personal tax environment, preferably in practice A good working knowledge of tax preparation software and HMRC online services Strong organisational skills, including proven experience in managing a busy client portfolio Good attention to detail Strong analytical and problem-solving skills - thinking outside the box and proposing solutions Confident and adaptable communication skills - written, verbally and in person Be proactive and determined Well-developed sense of client service Job Offer A market leading salary 25 days annual leave + bank holidays (increasing with time served) Hybrid working (2 days per week) Agile working (some flexibility re start time and finish time)
Apr 16, 2026
Full time
I am pleased to be supporting a well established accountancy firm in Guildford with their recruitment of a Private Client Tax Senior Client Details Our client is an established professional accountancy firm, known for their commitment to excellence. With a team of over 30 based in Guildford, they offer a wealth of expertise in various areas of tax, audit and accounting. Description Dealing with annual tax returns for delegated clients Liaising with HM Revenue & Customs on behalf of clients Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and enquiry work Responding to issues and queries from clients Maintaining regular client contact Managing your own portfolio of private clients, trusts and partnerships, including taking responsibility for raising bills Working as part of a team to meet all deadlines and ensure that client expectations are exceeded Providing support to Managers and Partners on their portfolios and ad hoc projects Training and supervising junior staff Profile Strong team mentality but with the ability to work independently ATT/CTA qualification (or have significant experience working in tax) Previous work experience gained in a private client/personal tax environment, preferably in practice A good working knowledge of tax preparation software and HMRC online services Strong organisational skills, including proven experience in managing a busy client portfolio Good attention to detail Strong analytical and problem-solving skills - thinking outside the box and proposing solutions Confident and adaptable communication skills - written, verbally and in person Be proactive and determined Well-developed sense of client service Job Offer A market leading salary 25 days annual leave + bank holidays (increasing with time served) Hybrid working (2 days per week) Agile working (some flexibility re start time and finish time)
Pro-Finance
Private Client Tax Director
Pro-Finance Torquay, Devon
Private Client Tax Director Torquay £90,000 - £100,000 + Discretionary Bonus I'm working with a well-established and highly regarded accountancy firm in Torquay that is looking to appoint a Private Client Tax Director to join its growing tax team, to be based either within their Torquay or Exeter offices. This role would suit an experienced tax professional who is keen to take the next step in their career within a supportive, forward-thinking environment. You'll be responsible for delivering high-quality personal tax compliance and advisory services to a varied client base, including trusts and high-net-worth individuals. What's great about this Private Client Tax Director role? Hybrid working model Option to buy up to 5 additional days holiday Health & wellbeing benefits package Retail & gym discounts One paid volunteering day per year Your role as a Private Client Tax Director: Manage a portfolio of personal tax clients, including trusts and High-Net Worth individuals. Lead and develop a team of trust advisers, ensuring work meets legislative and ethical standards. Act as principal on a portfolio of trusts and high-net-worth clients, reviewing and signing off advice. Review trust accounts and provide technical guidance. Liaise with trustees, beneficiaries, clients, and intermediaries to deliver top-tier service. Support business development and promote firm-wide services, including financial planning. Mentor colleagues across departments to manage risk and identify opportunities. Oversee client meetings, tax planning advice, and delivery by team members. Ensure effective work allocation and departmental targets are met. Assist with the governance and operation of the trust corporation. What you'll need to succeed: ATT or CTA qualification (or equivalent), with strong and up-to-date technical knowledge. Minimum of 3 years in a Senior Manager role looking to step up, or already at Director level. STEP qualification is also desirable, but not essential. A good understanding of regulatory and compliance standards within tax. Strong organisational skills and the ability to manage deadlines effectively. A professional, discreet and client-focused approach, with the ability to build rapport quickly. What next: The firm places a strong emphasis on professional development, collaboration and wellbeing, offering genuine long-term career progression. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Apr 16, 2026
Full time
Private Client Tax Director Torquay £90,000 - £100,000 + Discretionary Bonus I'm working with a well-established and highly regarded accountancy firm in Torquay that is looking to appoint a Private Client Tax Director to join its growing tax team, to be based either within their Torquay or Exeter offices. This role would suit an experienced tax professional who is keen to take the next step in their career within a supportive, forward-thinking environment. You'll be responsible for delivering high-quality personal tax compliance and advisory services to a varied client base, including trusts and high-net-worth individuals. What's great about this Private Client Tax Director role? Hybrid working model Option to buy up to 5 additional days holiday Health & wellbeing benefits package Retail & gym discounts One paid volunteering day per year Your role as a Private Client Tax Director: Manage a portfolio of personal tax clients, including trusts and High-Net Worth individuals. Lead and develop a team of trust advisers, ensuring work meets legislative and ethical standards. Act as principal on a portfolio of trusts and high-net-worth clients, reviewing and signing off advice. Review trust accounts and provide technical guidance. Liaise with trustees, beneficiaries, clients, and intermediaries to deliver top-tier service. Support business development and promote firm-wide services, including financial planning. Mentor colleagues across departments to manage risk and identify opportunities. Oversee client meetings, tax planning advice, and delivery by team members. Ensure effective work allocation and departmental targets are met. Assist with the governance and operation of the trust corporation. What you'll need to succeed: ATT or CTA qualification (or equivalent), with strong and up-to-date technical knowledge. Minimum of 3 years in a Senior Manager role looking to step up, or already at Director level. STEP qualification is also desirable, but not essential. A good understanding of regulatory and compliance standards within tax. Strong organisational skills and the ability to manage deadlines effectively. A professional, discreet and client-focused approach, with the ability to build rapport quickly. What next: The firm places a strong emphasis on professional development, collaboration and wellbeing, offering genuine long-term career progression. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Crowe Watson Recruitment
Private Client Tax Assistant Manager
Crowe Watson Recruitment Nottingham, Nottinghamshire
An exciting opportunity has arisen for a Private Client Tax Assistant Manager to join a highly regarded firm of Chartered Accountants in Nottingham. Offering flexible working, a company pension, and much more, this role provides an excellent platform for career progression within a supportive and forward-thinking environment. This is a fantastic chance to work with a diverse portfolio of private clients while developing your technical expertise and leadership skills. Crowe Watson Recruitment is proud to be partnering with this reputable firm to identify a talented and ambitious individual who is looking to take the next step in their tax career. Known for their professionalism and personalised approach, Crowe Watson works closely with both clients and candidates to ensure the best possible match, helping you secure a role where you can truly thrive. In this Private Client Tax Assistant Manager position, you will manage a varied portfolio of clients, including high-net-worth individuals, providing tailored tax advice and ensuring compliance with current legislation. The firm offers a collaborative working culture, ongoing professional development, and clear progression opportunities, making it an ideal environment for driven tax professionals. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience. Key Responsibilities Manage a portfolio of private clients, ensuring high-quality service delivery Prepare and review personal tax returns Provide tax planning advice to individuals and trusts Support senior management with complex tax matters Build and maintain strong client relationships Requirements ACA/ACCA/CTA qualified or part-qualified Must have previous experience working within a UK Practice environment Strong technical knowledge of personal tax Excellent communication and organisational skills Ability to manage multiple deadlines effectively
Apr 16, 2026
Full time
An exciting opportunity has arisen for a Private Client Tax Assistant Manager to join a highly regarded firm of Chartered Accountants in Nottingham. Offering flexible working, a company pension, and much more, this role provides an excellent platform for career progression within a supportive and forward-thinking environment. This is a fantastic chance to work with a diverse portfolio of private clients while developing your technical expertise and leadership skills. Crowe Watson Recruitment is proud to be partnering with this reputable firm to identify a talented and ambitious individual who is looking to take the next step in their tax career. Known for their professionalism and personalised approach, Crowe Watson works closely with both clients and candidates to ensure the best possible match, helping you secure a role where you can truly thrive. In this Private Client Tax Assistant Manager position, you will manage a varied portfolio of clients, including high-net-worth individuals, providing tailored tax advice and ensuring compliance with current legislation. The firm offers a collaborative working culture, ongoing professional development, and clear progression opportunities, making it an ideal environment for driven tax professionals. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience. Key Responsibilities Manage a portfolio of private clients, ensuring high-quality service delivery Prepare and review personal tax returns Provide tax planning advice to individuals and trusts Support senior management with complex tax matters Build and maintain strong client relationships Requirements ACA/ACCA/CTA qualified or part-qualified Must have previous experience working within a UK Practice environment Strong technical knowledge of personal tax Excellent communication and organisational skills Ability to manage multiple deadlines effectively
Bennett and Game Recruitment LTD
Personal Tax Manager
Bennett and Game Recruitment LTD Luton, Bedfordshire
Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Apr 16, 2026
Full time
Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Tax & Trusts Manager
Focus Resourcing Group Farnham, Surrey
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts click apply for full job details
Apr 16, 2026
Full time
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts click apply for full job details
Tax & Trusts Manager
Focus Resourcing Group Reading, Berkshire
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts click apply for full job details
Apr 16, 2026
Full time
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts click apply for full job details
Morgan McKinley
Private Client Tax Director
Morgan McKinley
A leading Private Client Tax team in London is searching for a Private Client Tax Director to join their Private Wealth team In this role, you'll help shape the strategy and growth of the Private Client tax function, working on a diverse variety of client assignments. Personal coaching is also readily available for you in your journey from Director to Partner. Responsibilities will include: Providing high-level technical advice on complex matters which could include IHT, Trusts, CGT, residence/domicile issues, and entrepreneurs Being the main point of contact for complex, high-value clients, maintaining strong relationships Actively identifying opportunities for business development with new and existing clients Involved in marketing initiatives and networking events Leading, coaching, and developing junior staff and managers Overseeing financial management of a large portfolio of clients Benefits: 25 days holiday + bank holiday Flexible / agile / hybrid working policies Discretionary yearly bonus Private Medical and Health insurance Life assurance x 4
Apr 16, 2026
Full time
A leading Private Client Tax team in London is searching for a Private Client Tax Director to join their Private Wealth team In this role, you'll help shape the strategy and growth of the Private Client tax function, working on a diverse variety of client assignments. Personal coaching is also readily available for you in your journey from Director to Partner. Responsibilities will include: Providing high-level technical advice on complex matters which could include IHT, Trusts, CGT, residence/domicile issues, and entrepreneurs Being the main point of contact for complex, high-value clients, maintaining strong relationships Actively identifying opportunities for business development with new and existing clients Involved in marketing initiatives and networking events Leading, coaching, and developing junior staff and managers Overseeing financial management of a large portfolio of clients Benefits: 25 days holiday + bank holiday Flexible / agile / hybrid working policies Discretionary yearly bonus Private Medical and Health insurance Life assurance x 4
GREENPEACE UK
Legacy Case Manager
GREENPEACE UK
Greenpeace is a movement of people who are passionate about defending the natural world from destruction. Their vision is a world where everyone has equal access to clean air, water, and energy; where the nature we love is protected, precious habitats are restored and communities are united by ambitious climate action. Legacy giving is a vital and growing part of Greenpeace UK's fundraising programme, generating £5 7.5 million each year and playing a crucial role in securing long-term, sustainable income. Following a recent step-change in investment, there is now a significant opportunity to accelerate growth and position legacy giving more centrally across Greenpeace UK s fundraising and supporter engagement. This role is central to Greenpeace UK s legacy programme, managing a varied caseload from straightforward estates to complex and high-value cases. As a newly created position, it brings legacy administration fully in-house and will play a key role in ensuring income is realised in full, accurately managed, and delivered in line with best practice. As Legacy Case Manager, you will: Manage a caseload of residuary, pecuniary, life interest, discretionary, and high-value legacies, including contentious cases Lead on the preparation, monitoring and reporting of the legacy income budget and mid year forecasts, working closely with Finance and Fundraising colleagues to provide accurate, timely projections and variance analysis Work closely with internal teams and build effective external relationships with solicitors, executors and families to support positive outcomes Identify and resolve complex issues involving probate, trusts, tax, property, or litigation Represent Greenpeace UK externally with professionalism, fostering constructive relationships with pledgers, executors, solicitors, and sector peers Ensure compliance with relevant legislation, Charity Commission guidance, and ILM best practice Essential skills and experience: Substantial experience in charity legacy and estate administration, both contentious and non-contentious Significant knowledge of probate, trusts, tax, and property issues relevant to legacy casework Strong understanding of sector best practice in legacy administration and charity law Proven ability to manage a high-volume and varied caseload to deadlines Excellent organisational skills and attention to detail Diplomacy, empathy, and resilience in handling contentious or sensitive cases Ability to work independently, prioritise effectively, and manage competing demands A legal, probate, or legacy administration qualification is advantageous but not required. Diversity and Inclusion Greenpeace UK recognise the value in having a diverse workforce, as well as the importance of creating equal opportunities for all. Applications are welcomed and encouraged from people of all backgrounds. Applications are particularly encouraged from people of colour, disabled people, and people who identify as working class now or in the past. Anti-racism and inclusion commitments Greenpeace UK wants its team to reflect the diversity of the communities it works alongside. It is committed to fairness, inclusion, and challenging discrimination and oppression in all its forms. The environmental sector still has further to go when it comes to representation. Greenpeace UK has published ambitious race representation targets and, through its Anti Racism Plan, is working proactively to achieve stronger representation of people of colour, particularly within leadership positions. As part of this commitment, a Guaranteed Interview Scheme (GIS) is being piloted. Greenpeace UK aims to offer an interview to everyone who opts into the scheme and meets the essential criteria. Guaranteed interview applications will be processed by QuarterFive and shared only with the Greenpeace UK recruiting manager and HR team. If you identify as a person of colour and meet the essential criteria for the role, you can choose to opt in to the Guaranteed Interview Scheme via the link contained within the applicant pack. Don t meet every single requirement? Research shows that women and people of colour may hesitate to apply unless they meet every area of the person specification. If you re excited about this role but don t meet all the criteria, you are encouraged to apply. Employee benefits 25 days annual leave for full-time staff, with additional leave accrued according to length of service up to a maximum of 32 days Once a month, all Greenpeace staff take an organisational breather day where the office closes with no expectations of output on these days Office closure normally occurs between Christmas and new year and staff are not required to use annual leave to cover this period Employer pension contribution of 8.5% of basic salary, provided employees contribute at least 3% Interest free season ticket loan, or a tax efficient bicycle loan Life assurance scheme (4 x annual salary) Employee Assistance Programme that includes access to free confidential advice with a qualified counsellor
Apr 15, 2026
Full time
Greenpeace is a movement of people who are passionate about defending the natural world from destruction. Their vision is a world where everyone has equal access to clean air, water, and energy; where the nature we love is protected, precious habitats are restored and communities are united by ambitious climate action. Legacy giving is a vital and growing part of Greenpeace UK's fundraising programme, generating £5 7.5 million each year and playing a crucial role in securing long-term, sustainable income. Following a recent step-change in investment, there is now a significant opportunity to accelerate growth and position legacy giving more centrally across Greenpeace UK s fundraising and supporter engagement. This role is central to Greenpeace UK s legacy programme, managing a varied caseload from straightforward estates to complex and high-value cases. As a newly created position, it brings legacy administration fully in-house and will play a key role in ensuring income is realised in full, accurately managed, and delivered in line with best practice. As Legacy Case Manager, you will: Manage a caseload of residuary, pecuniary, life interest, discretionary, and high-value legacies, including contentious cases Lead on the preparation, monitoring and reporting of the legacy income budget and mid year forecasts, working closely with Finance and Fundraising colleagues to provide accurate, timely projections and variance analysis Work closely with internal teams and build effective external relationships with solicitors, executors and families to support positive outcomes Identify and resolve complex issues involving probate, trusts, tax, property, or litigation Represent Greenpeace UK externally with professionalism, fostering constructive relationships with pledgers, executors, solicitors, and sector peers Ensure compliance with relevant legislation, Charity Commission guidance, and ILM best practice Essential skills and experience: Substantial experience in charity legacy and estate administration, both contentious and non-contentious Significant knowledge of probate, trusts, tax, and property issues relevant to legacy casework Strong understanding of sector best practice in legacy administration and charity law Proven ability to manage a high-volume and varied caseload to deadlines Excellent organisational skills and attention to detail Diplomacy, empathy, and resilience in handling contentious or sensitive cases Ability to work independently, prioritise effectively, and manage competing demands A legal, probate, or legacy administration qualification is advantageous but not required. Diversity and Inclusion Greenpeace UK recognise the value in having a diverse workforce, as well as the importance of creating equal opportunities for all. Applications are welcomed and encouraged from people of all backgrounds. Applications are particularly encouraged from people of colour, disabled people, and people who identify as working class now or in the past. Anti-racism and inclusion commitments Greenpeace UK wants its team to reflect the diversity of the communities it works alongside. It is committed to fairness, inclusion, and challenging discrimination and oppression in all its forms. The environmental sector still has further to go when it comes to representation. Greenpeace UK has published ambitious race representation targets and, through its Anti Racism Plan, is working proactively to achieve stronger representation of people of colour, particularly within leadership positions. As part of this commitment, a Guaranteed Interview Scheme (GIS) is being piloted. Greenpeace UK aims to offer an interview to everyone who opts into the scheme and meets the essential criteria. Guaranteed interview applications will be processed by QuarterFive and shared only with the Greenpeace UK recruiting manager and HR team. If you identify as a person of colour and meet the essential criteria for the role, you can choose to opt in to the Guaranteed Interview Scheme via the link contained within the applicant pack. Don t meet every single requirement? Research shows that women and people of colour may hesitate to apply unless they meet every area of the person specification. If you re excited about this role but don t meet all the criteria, you are encouraged to apply. Employee benefits 25 days annual leave for full-time staff, with additional leave accrued according to length of service up to a maximum of 32 days Once a month, all Greenpeace staff take an organisational breather day where the office closes with no expectations of output on these days Office closure normally occurs between Christmas and new year and staff are not required to use annual leave to cover this period Employer pension contribution of 8.5% of basic salary, provided employees contribute at least 3% Interest free season ticket loan, or a tax efficient bicycle loan Life assurance scheme (4 x annual salary) Employee Assistance Programme that includes access to free confidential advice with a qualified counsellor
Michael Page Finance
Senior Private Client Tax Manager
Michael Page Finance Farnham, Surrey
An exciting opportunity has arisen for a highly skilled Senior Private Client Tax Manager to join a professional services team in Farnham. The successful candidate will oversee a portfolio of clients, providing exceptional tax consultancy services. Client Details Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country. Description To manage/support with the tax compliance matters of a varied portfolio of clients. The portfolio currently comprises c1,000 clients, prepared by the wider Tax team. The majority of tax clients are personal tax based including directors and high net worth individuals along with some Trusts and some partnerships whose tax affairs are of varying complexity. To monitor and ensure that all statutory tax returns are completed and filed on time, are accurate and in keeping with best practice, and that all follow up action is anticipated, planned, and implemented throughout the tax year. To ensure that clients are kept informed about their obligations and deadlines and that they are kept up to date with any relevant changes in legislation or best practice. To maintain clear and structured compliance and advisory files and working papers and provide completed returns/letter along with relevant review points to Partner for review. To organise the effective time management of own workload and that of the team, planning and prioritising, and keeping the Partner informed of any anticipated bottlenecks or problems with meeting deadlines. To build rapport and maintain regular contact with clients by telephone, email, letter and in person. To keep up to date on technical matters and identifying areas/upcoming changes which may be relevant and liaising with Tax Partner to ensure feedback is communicated across both offices. To identify and action opportunities for tax planning with the support of the partners. To undertake any ad hoc projects as requested by the partners. Profile A successful Senior Private Client Tax Manager should have: CTA/ATT qualified. Extensive knowledge of tax laws and regulations. Exceptional client service skills with a proven ability to develop and maintain client relationships. Strong leadership skills and the ability to mentor junior staff. Excellent communication skills, both written and verbal. Job Offer Competitive salary ranging from £70,000 to £80,000. Opportunity to work in a respected professional services firm in Alton. Comprehensive benefits package. Continuous professional development opportunities. A supportive work environment that values diversity and inclusion.
Apr 15, 2026
Full time
An exciting opportunity has arisen for a highly skilled Senior Private Client Tax Manager to join a professional services team in Farnham. The successful candidate will oversee a portfolio of clients, providing exceptional tax consultancy services. Client Details Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country. Description To manage/support with the tax compliance matters of a varied portfolio of clients. The portfolio currently comprises c1,000 clients, prepared by the wider Tax team. The majority of tax clients are personal tax based including directors and high net worth individuals along with some Trusts and some partnerships whose tax affairs are of varying complexity. To monitor and ensure that all statutory tax returns are completed and filed on time, are accurate and in keeping with best practice, and that all follow up action is anticipated, planned, and implemented throughout the tax year. To ensure that clients are kept informed about their obligations and deadlines and that they are kept up to date with any relevant changes in legislation or best practice. To maintain clear and structured compliance and advisory files and working papers and provide completed returns/letter along with relevant review points to Partner for review. To organise the effective time management of own workload and that of the team, planning and prioritising, and keeping the Partner informed of any anticipated bottlenecks or problems with meeting deadlines. To build rapport and maintain regular contact with clients by telephone, email, letter and in person. To keep up to date on technical matters and identifying areas/upcoming changes which may be relevant and liaising with Tax Partner to ensure feedback is communicated across both offices. To identify and action opportunities for tax planning with the support of the partners. To undertake any ad hoc projects as requested by the partners. Profile A successful Senior Private Client Tax Manager should have: CTA/ATT qualified. Extensive knowledge of tax laws and regulations. Exceptional client service skills with a proven ability to develop and maintain client relationships. Strong leadership skills and the ability to mentor junior staff. Excellent communication skills, both written and verbal. Job Offer Competitive salary ranging from £70,000 to £80,000. Opportunity to work in a respected professional services firm in Alton. Comprehensive benefits package. Continuous professional development opportunities. A supportive work environment that values diversity and inclusion.
Michael Page Finance
Private Client Tax Senior Manager
Michael Page Finance Guildford, Surrey
This Private Client Tax Senior Manager role offers an exciting opportunity to lead and manage private client tax advisory services within the professional services industry. Based in Guildford, you'll be responsible for delivering expert tax solutions and building lasting client relationships. Client Details Our client is a top 10 accountancy firm in Guildford known for providing tailored tax and financial solutions. They operate as part of a medium-sized team and are committed to delivering high-quality services to their diverse client base. Description Manage and oversee private client tax advisory projects, ensuring compliance with current regulations. Provide expert guidance on tax planning, inheritance tax, and wealth management strategies. Develop and maintain strong client relationships, acting as a trusted advisor. Review and approve complex tax computations and returns prepared by the team. Mentor and support junior team members to enhance their technical skills and performance. Collaborate with other departments to provide holistic client solutions. Keep up-to-date with changes in tax legislation and advise clients accordingly. Contribute to the growth of the tax department through business development initiatives. Profile A successful Private Client Tax Senior Manager should have: A professional tax qualification such as CTA or ACA, or a similar equivalent. Strong technical expertise in private client tax matters, including inheritance tax and trusts. Proven ability to manage client relationships and deliver tailored solutions. Experience in mentoring or managing junior staff members. A proactive approach to problem-solving and delivering results. Excellent communication and organisational skills. Job Offer Competitive salary in the range of £65,000 to £80,000 per annum (DOE). Permanent role with opportunities for career progression. Supportive and collaborative company culture. Hybrid working. Convenient location in Guildford with access to local amenities. Access to continued professional development and training programmes.
Apr 15, 2026
Full time
This Private Client Tax Senior Manager role offers an exciting opportunity to lead and manage private client tax advisory services within the professional services industry. Based in Guildford, you'll be responsible for delivering expert tax solutions and building lasting client relationships. Client Details Our client is a top 10 accountancy firm in Guildford known for providing tailored tax and financial solutions. They operate as part of a medium-sized team and are committed to delivering high-quality services to their diverse client base. Description Manage and oversee private client tax advisory projects, ensuring compliance with current regulations. Provide expert guidance on tax planning, inheritance tax, and wealth management strategies. Develop and maintain strong client relationships, acting as a trusted advisor. Review and approve complex tax computations and returns prepared by the team. Mentor and support junior team members to enhance their technical skills and performance. Collaborate with other departments to provide holistic client solutions. Keep up-to-date with changes in tax legislation and advise clients accordingly. Contribute to the growth of the tax department through business development initiatives. Profile A successful Private Client Tax Senior Manager should have: A professional tax qualification such as CTA or ACA, or a similar equivalent. Strong technical expertise in private client tax matters, including inheritance tax and trusts. Proven ability to manage client relationships and deliver tailored solutions. Experience in mentoring or managing junior staff members. A proactive approach to problem-solving and delivering results. Excellent communication and organisational skills. Job Offer Competitive salary in the range of £65,000 to £80,000 per annum (DOE). Permanent role with opportunities for career progression. Supportive and collaborative company culture. Hybrid working. Convenient location in Guildford with access to local amenities. Access to continued professional development and training programmes.
BDO UK
Private Capital Director
BDO UK City, London
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We're looking for someone with: Maintain an in depth, up to date, knowledge of relevant aspects of Private Client taxation. Acknowledged as an expert in their specialist field and able to deal with complex tax issues. Educated to degree level; and/or CTA and/or ACA qualified or equivalent. Demonstrable appropriate post qualified experience. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 15, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We're looking for someone with: Maintain an in depth, up to date, knowledge of relevant aspects of Private Client taxation. Acknowledged as an expert in their specialist field and able to deal with complex tax issues. Educated to degree level; and/or CTA and/or ACA qualified or equivalent. Demonstrable appropriate post qualified experience. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Insite Public Practice Recruitment Limited
Trusts & Estates Tax Manager
Insite Public Practice Recruitment Limited
Job Title: Private Client Tax Manager - Trusts & Estates Location: City of London - West End (2 days in the office, 3 days from home) Salary: £67,000 - £72,000 + benefits package! The Role: My client is looking for an experienced Private Client Tax Manager with a strong trusts and estates background to join their growing Private Client Tax team. This is a key leadership role, offering responsibility for a varied portfolio of trusts, estates and high-net-worth individuals, alongside oversight and development of a team of junior staff.You'll play a central role in delivering high quality trust and estate tax advice, leading client relationships, supporting Partners and Directors on complex matters, and helping shape and develop the trusts and estates offering within the firm. This role can be based in either in their City or West End office , with hybrid working options available. The role entails the following day-to-day activities: Managing a trusts and estates-focused client portfolio Acting as the main contact for trustees, executors, beneficiaries and advisers Leading trust and estate advisory work, including written reports Advising on CGT and IHT planning, including trusts and lifetime transfers Overseeing trust accounts and trust/estate tax returns Managing WIP, billing and delivery against deadlines Supporting Partners with business development Reviewing work and mentoring junior team members Driving process improvements and efficiency The Individual: CTA and/or STEP qualified (or equivalent experience) Strong background in UK trusts and estates Solid technical private client tax knowledge, including anti-avoidance Experience with trust and IHT compliance Confident managing HMRC enquiries and settlements Strong advisory and technical writing skills Proven people management and coaching experience Commercially aware and client focused
Apr 15, 2026
Full time
Job Title: Private Client Tax Manager - Trusts & Estates Location: City of London - West End (2 days in the office, 3 days from home) Salary: £67,000 - £72,000 + benefits package! The Role: My client is looking for an experienced Private Client Tax Manager with a strong trusts and estates background to join their growing Private Client Tax team. This is a key leadership role, offering responsibility for a varied portfolio of trusts, estates and high-net-worth individuals, alongside oversight and development of a team of junior staff.You'll play a central role in delivering high quality trust and estate tax advice, leading client relationships, supporting Partners and Directors on complex matters, and helping shape and develop the trusts and estates offering within the firm. This role can be based in either in their City or West End office , with hybrid working options available. The role entails the following day-to-day activities: Managing a trusts and estates-focused client portfolio Acting as the main contact for trustees, executors, beneficiaries and advisers Leading trust and estate advisory work, including written reports Advising on CGT and IHT planning, including trusts and lifetime transfers Overseeing trust accounts and trust/estate tax returns Managing WIP, billing and delivery against deadlines Supporting Partners with business development Reviewing work and mentoring junior team members Driving process improvements and efficiency The Individual: CTA and/or STEP qualified (or equivalent experience) Strong background in UK trusts and estates Solid technical private client tax knowledge, including anti-avoidance Experience with trust and IHT compliance Confident managing HMRC enquiries and settlements Strong advisory and technical writing skills Proven people management and coaching experience Commercially aware and client focused
IPS Group
Accounts Manager
IPS Group Newcastle Upon Tyne, Tyne And Wear
Fantastic opportunity for an Accounts Manager / Client Manager to join a growing firm of Chartered Accountants based in Newcastle. The clients range from small sole traders, family trusts and landed estates through to large international manufacturers and professional practices, all spread across the UK and Europe, but predominately in the Northeast of England. As an Accounts Manager, your key responsibilities will be: Review and sign off year-end accounts prepared by junior team members. Manage a client portfolio; monitor time and budgets to ensure timely and cost-effective account preparation. Review monthly and quarterly VAT returns Collaborate across service lines to deliver holistic client service, including tax planning and succession advice. To qualify for this Accounts Manager role, ideally you will meet the following: AAT, ACA or ACCA qualified 3-5+ years' experience, having worked in an Accountancy firm. Proficiency in Microsoft Excel and Word; experience with CCH Accounts Production and Xero is highly desirable What's on offer? Life insurance 25 days annual leave + bank holidays Ongoing professional development Hybrid working Enhanced maternity pay Employee assistance programme Purchase of additional holiday Cycle to work Tech scheme Free parking Salary from £40,000 to £50,000 If you are interested in this Accounts Manager position or would like any further information, please do not hesitate to contact Leah Mason-Wilson at IPS Finance. IPS Finance has 45 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
Apr 15, 2026
Full time
Fantastic opportunity for an Accounts Manager / Client Manager to join a growing firm of Chartered Accountants based in Newcastle. The clients range from small sole traders, family trusts and landed estates through to large international manufacturers and professional practices, all spread across the UK and Europe, but predominately in the Northeast of England. As an Accounts Manager, your key responsibilities will be: Review and sign off year-end accounts prepared by junior team members. Manage a client portfolio; monitor time and budgets to ensure timely and cost-effective account preparation. Review monthly and quarterly VAT returns Collaborate across service lines to deliver holistic client service, including tax planning and succession advice. To qualify for this Accounts Manager role, ideally you will meet the following: AAT, ACA or ACCA qualified 3-5+ years' experience, having worked in an Accountancy firm. Proficiency in Microsoft Excel and Word; experience with CCH Accounts Production and Xero is highly desirable What's on offer? Life insurance 25 days annual leave + bank holidays Ongoing professional development Hybrid working Enhanced maternity pay Employee assistance programme Purchase of additional holiday Cycle to work Tech scheme Free parking Salary from £40,000 to £50,000 If you are interested in this Accounts Manager position or would like any further information, please do not hesitate to contact Leah Mason-Wilson at IPS Finance. IPS Finance has 45 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
TPF Recruitment
Private Client Tax Senior Manager
TPF Recruitment
Private Client Tax Senior Manager Hybrid working Central London Offices We are seeking a highly skilled Private Client Tax Senior Manager to join our client's London office and play a key role within a top-tier UK accountancy firm consistently ranked among the Top 10 nationally. As the UK's largest SME-focused practice, they provide a dynamic, inclusive and forward-thinking environment where tax professionals can thrive. In this pivotal role, you will lead a portfolio of high-net-worth individuals, business owners, trusts and estates, delivering both compliance and strategic tax advisory services. You'll drive client success through innovative tax planning, mentor junior staff and collaborate with partners on complex, high-value matters. This is a unique opportunity to advance your career within a firm that champions professional development, diversity and exceptional client service. Responsibilities: Manage a diverse portfolio of private clients, ensuring full compliance with UK tax regulations and addressing evolving advisory needs. Serve as the primary point of contact, building long-term, trust-based client relationships. Oversee the preparation and review of self-assessment tax returns, Inheritance Tax (IHT), Capital Gains Tax (CGT) and trust returns. Develop and implement bespoke tax planning strategies, including IHT mitigation, estate planning, residency and domicile advice and succession planning. Lead or contribute to high-impact advisory projects in partnership with senior partners and specialists. Mentor and support junior team members to foster professional growth and team excellence. Stay ahead of legislative changes and proactively communicate key updates to clients and internal teams. Requirements CTA, ACA, ACCA or equivalent professional qualification Proven experience in private client tax within a UK accountancy practice In-depth knowledge of UK personal tax legislation, including IHT, CGT and trust taxation Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals Strong leadership and interpersonal skills with experience in team supervision and development Commitment to ongoing professional development and staying current with tax law changes Benefits Competitive salary package Hybrid and flexible working Birthday leave and enhanced holiday package Professional subscription support Access to exciting client work, both compliance and advisory Clear career progression in a top-tier firm with a supportive team culture Please contact Andy Irvine on Andrew Irvine LinkedIn for a confidential conversation. Refer a friend We're keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We're looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).
Apr 14, 2026
Full time
Private Client Tax Senior Manager Hybrid working Central London Offices We are seeking a highly skilled Private Client Tax Senior Manager to join our client's London office and play a key role within a top-tier UK accountancy firm consistently ranked among the Top 10 nationally. As the UK's largest SME-focused practice, they provide a dynamic, inclusive and forward-thinking environment where tax professionals can thrive. In this pivotal role, you will lead a portfolio of high-net-worth individuals, business owners, trusts and estates, delivering both compliance and strategic tax advisory services. You'll drive client success through innovative tax planning, mentor junior staff and collaborate with partners on complex, high-value matters. This is a unique opportunity to advance your career within a firm that champions professional development, diversity and exceptional client service. Responsibilities: Manage a diverse portfolio of private clients, ensuring full compliance with UK tax regulations and addressing evolving advisory needs. Serve as the primary point of contact, building long-term, trust-based client relationships. Oversee the preparation and review of self-assessment tax returns, Inheritance Tax (IHT), Capital Gains Tax (CGT) and trust returns. Develop and implement bespoke tax planning strategies, including IHT mitigation, estate planning, residency and domicile advice and succession planning. Lead or contribute to high-impact advisory projects in partnership with senior partners and specialists. Mentor and support junior team members to foster professional growth and team excellence. Stay ahead of legislative changes and proactively communicate key updates to clients and internal teams. Requirements CTA, ACA, ACCA or equivalent professional qualification Proven experience in private client tax within a UK accountancy practice In-depth knowledge of UK personal tax legislation, including IHT, CGT and trust taxation Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals Strong leadership and interpersonal skills with experience in team supervision and development Commitment to ongoing professional development and staying current with tax law changes Benefits Competitive salary package Hybrid and flexible working Birthday leave and enhanced holiday package Professional subscription support Access to exciting client work, both compliance and advisory Clear career progression in a top-tier firm with a supportive team culture Please contact Andy Irvine on Andrew Irvine LinkedIn for a confidential conversation. Refer a friend We're keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We're looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).

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