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About the Role

This role is central to delivering strategic, compliance-driven tax solutions across complex personal tax areas including Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax planning. As a key leader, you will oversee client portfolios, ensure adherence to HMRC regulations and spearhead advisory initiatives that enhance client outcomes and support firm growth.

Responsibilities

• Lead end-to-end personal tax compliance for high-net-worth and non-UK domiciled clients, including preparation and review of annual tax returns, IHT filings, and CGT computations.
• Deliver strategic tax advisory on wealth preservation, estate planning, and tax-efficient structuring, with a focus on non-UK domicile rules and international tax implications.
• Advise on complex issues such as trusts, chargeable transfers, deemed disposals, and lifetime/death duties, ensuring full compliance with current legislation and HMRC guidance.
• Partner with senior partners and cross-functional teams to design customised tax solutions aligned with client goals and risk profiles.
• Mentor and supervise junior tax professionals, promoting accuracy, continuous learning, and exceptional client service.
• Support business development through client presentations, proposal writing, and active participation in industry networking events.
• Monitor legislative updates—including changes to IHT thresholds, CGT rates, and anti-avoidance rules—and implement timely guidance across client engagements.
• Maintain rigorous adherence to firm quality standards, professional ethics, and regulatory requirements.

Requirements

• CTA qualification (or equivalent) with demonstrable experience in personal tax advisory.
• Experience in a firm providing advisory services to complex clients including international clients, HNWIs and non-UK domiciled individuals.
• Expertise in Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax matters, including domicile, remittance basis, and international tax considerations.
• Team player and able to support colleagues.
• Strong knowledge of trust structures, lifetime gifts, and estate planning strategies.
• Proven ability to manage multiple client engagements efficiently, with precision and attention to detail.
• Excellent communication and interpersonal skills, with the ability to simplify complex tax concepts for non-specialist clients.
• Track record in client relationship management, business development, and team leadership.
• Proficiency in tax software and productivity tools, with a commitment to ongoing professional development.

Skills

• Personal tax advisory
• Inheritance Tax (IHT)
• Capital Gains Tax (CGT)
• Cross-border tax planning
• Client portfolio management
• HMRC regulations
• Wealth preservation
• Estate planning
• Tax-efficient structuring
• Non-UK domicile rules
• International tax
• Trust structures
• Lifetime gifts
• Estate planning strategies
• Client relationship management
• Business development
• Team leadership
• Tax software proficiency

Location

• Central London

Work Type

• Hybrid
• Flexible working

Experience Level

• Manager
• Senior Manager

Education Level

• CTA qualification (or equivalent)

Benefits

• Competitive salary with regular reviews
• Hybrid and flexible working options
• Generous holiday allowance with option to buy additional days
• Pension scheme with employer contribution
• Life assurance cover
• Private medical insurance
• Structured career progression with clear pathways
• Ongoing professional development and training
• Family feel to the business with a supportive and collaborative team culture
• Employee wellbeing initiatives and support programmes
• Social events and team activities throughout the year
• Modern offices with good transport links

About the Company

• Successful accountancy practice
• Independent practice with the intention of staying that way.
• We’re keen to remain the leading provider of the best accountancy talent in London and 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.