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Private Client Tax Manager / Senior Manager

Wilmslow

Up to £60,000

Butler Rose are recruiting for a Tax Manager / Senior Tax Manager for our client in Wilmslow, a reputable and friendly firm of accountants. The firm has an established private client base, including high-net-worth individuals, business owners, and professionals across sectors such as property, retail, and financial services.

This is a fantastic opportunity for someone with at least 5 years' experience in tax advisory who enjoys working closely with a wide range of clients on complex and interesting matters.

Benefits

25 days' holiday plus bank holidaysOne extra day of holiday for your birthdayAdditional days holiday after 3 years' service, up to a maximum of 30 days per yearPrivate medical insurance after 2 years' serviceHybrid/flexible working optionsFriendly and supportive team environment

What you'll be doing

Managing a portfolio of private client tax cases, including HNWIs, business owners, partners, and trustsReviewing and preparing self-assessment tax returns and related compliance workProviding advice on a range of personal tax issues including CGT, IHT, and residence/domicileLiaising with HMRC on behalf of clients and handling enquiriesOverseeing workflow and reviewing work prepared by junior team membersAssisting with tax planning projects and ad-hoc advisory workEnsuring deadlines are met and maintaining excellent client service standards

What we're looking for

CTA qualified (or working towards) with a minimum of 5 years' tax advisory experienceStrong technical knowledge in private client taxExcellent communication skills, with the ability to explain complex issues clearly to clientsExperience working in practice, ideally at manager level, though strong tax seniors or assistant managers will also be considered

If you're looking for a varied and rewarding tax role in Wilmslow with genuine scope for career development, we'd love to hear from you. Please apply today to be considered.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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Private Client Tax Manager / Senior Manager - Top 40 Firm
Central London (Hybrid)
£70,000 - £90,000

Butler Rose Public Practice is delighted to be partnering with a highly regarded Top 40 firm of Chartered Accountants in Central London, who are seeking an experienced Private Client Tax Manager or Senior Manager to join their expanding Private Client team.

This is a mixed compliance and advisory role with significant exposure to non-UK domiciled clients, high-net-worth individuals, and complex offshore structures. The position will involve managing your own client portfolio, supporting several Partners on bespoke advisory assignments, and taking an active role in the management and development of more junior team members.

The Role -
The successful candidate will be responsible for delivering high-quality compliance and advisory services to a wide range of private clients. You will play a key part in advising on UK and international tax matters, including residence, domicile, and inheritance tax planning.

Role Requirements -
Manage a varied portfolio of personal tax clients, including non-doms, HNWIs, sole traders, partnerships, and offshore trusts.
Support Partners in delivering high-level advisory work such as IHT and UK trust planning, residence and pre-arrival advice, and structuring of offshore trusts and companies.
Advise clients on the forthcoming changes to non-dom rules effective April 2025, assisting with pre-emptive planning.
Prepare reports and attend meetings with existing and prospective clients, setting budgets, and ensuring delivery within agreed timeframes.
Liaise directly with clients, HMRC, and other professional advisers on a wide range of tax matters, including inheritance tax, income tax, capital gains tax, and HMRC enquiries.
Review tax returns prepared by junior staff and ensure timely electronic filing.
Manage staff performance, provide technical support and mentoring, and participate in departmental management meetings.
Oversee billing, WIP management, and ensure accurate time recording.
Represent the firm at networking and business development events and contribute to internal publications and technical updates.

Person Requirements -
You will be an accomplished private client tax professional with solid experience handling complex personal tax cases, particularly involving non-UK domiciliaries and offshore structures.
CTA qualified (essential) with at least 5 years' private client tax experience, ideally gained within a mid-tier or Top 50 firm.
Strong technical expertise in non-dom and offshore taxation, with up-to-date knowledge of current legislation.
Proven client-facing experience with the ability to communicate confidently and clearly at all levels.
Excellent organisational and time management skills, with the ability to prioritise effectively and meet tight deadlines.
Strong IT skills, including Microsoft Word, Excel, and familiarity with CCH and SharePoint.
People management experience and a collaborative leadership style.
A commercial mindset with a focus on delivering high standards of client service.

If you are a highly accomplished and ambitious private client tax professional looking to take your career to the next level working for a firm of choice, then please do not hesitate to make your application now.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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