Personal Tax Manager

Description

OverviewK3TA are looking for an experienced Personal Tax Manager to join our growing Family & Wealth team. This is a senior, client-facing advisory role. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients.

You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff.

This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged.

This position is particularly suited to someone who wants exposure to complex advisory work rather than volume compliance.

Key Responsibilities:Advisory Project Work

Preparing advisory reports and leading client calls

Advising on all points of UK tax in relation to internationally mobile HNWI's, often on short time scales ahead of business exits.

Supporting IHT and BPR reviews and preparing technical analysis for director sign-off

Co-ordinating international tax matters with our international contacts and UK tax residence planning projects

Assisting with structuring, family wealth planning and business exit planning

Technical Review & Decision-Making

You will be expected to act as a technical reviewer for personal tax matters within the team. This includes:

UK personal tax planning

Statutory Residence Test and non-residence planning

Overseas income and remittance matters

Trusts and beneficiary taxation

Inheritance Tax planning and Business Property Relief

Cross-border issues and interaction with overseas advisers

You should be comfortable researching complex areas and confidently explaining and defending technical conclusions to senior management or clients.

Project Management & Workflow

The role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. This will include:

Daily oversight of team workflow and project progression

Reviewing work prepared by junior team members to a high technical standard

Being a touch point for technical queries

Monitoring WIP, recoveries and billing on your projects

Ensuring appropriate pricing and commerciality of work

Attending/leading new client meetings across all areas of Private Client tax

Preparing clear scopes of work and fee quotes

Required Experience & Technical Skills:CTA qualified (or equivalent experience)

Significant experience in a UK Private Client tax role

Strong technical knowledge of:

Statutory Residence Test

Non-residence and temporary non-residence

Trust taxation and beneficiary matching

Inheritance Tax and BPR

International and cross-border personal tax matters

Ability to independently research technical issues and reach defensible conclusions

Experience dealing directly with high-net-worth clients

Systems & ToolsExperience with the following is desirable:

Microsoft Office and practice management systems

Digita Personal Tax (or similar tax software)

Tax research platforms (Tolley's, Practical Law, Croner-i, Kessler)

Personal AttributesStrong communicator with excellent client skills

Organised with the ability to manage multiple projects simultaneously

Comfortable supervising and mentoring junior staff

Proactive and able to take ownership of client relationships

What We Offer

A supportive and technical environment with genuine scope to develop specialist expertise.

Exposure to a broad range of interesting and complex client matters.

Opportunities for progression within a growing team.

A built in client base, with opportunities to develop your own portfolio and referral network.

Flexible working, and a fully remote role. We do our best work in our preferred environment. We have a camera on approach to both internal and client meetings.

Ad ID: 5417985114