Personal Tax Senior Manager

This firm is seeking a Personal Tax Senior Manager.  This role will oversee the technical accuracy of complex personal tax compliance, drive advisory growth across a premium private client portfolio, and work closely with Directors to mentor the wider team.

Key Responsibilities

• Complex Compliance Review: Perform technical second-reviews on high-complexity personal returns, including:

  • Private equity transactions (carried interest, co-investment).

  • Residence, domicile, remittance basis, foreign income/gains (FIG), and double tax treaty (DTT) claims.

  • Complex Capital Gains Tax (CGT) computations, Business Asset Disposal Relief (BADR), and EIS/SEIS claims.

  • Trust income and gains.

• Advisory Delivery & Growth: Identify advisory opportunities within the existing client base and partner with Directors to deliver solutions covering:

  • UK and international residence/domicile structuring.

  • Income extraction for owner-managed businesses (OMBs) and family offices.

  • Inheritance Tax (IHT), estate planning, and trust structures.

  • Client pitches, quotes, and technical proposals.

• Team Development: Act as the primary technical reference point for the team, reviewing junior work, delivering feedback, and leading internal technical training.

Skills & Experience

• Technical Expertise: Extensive experience in high-level personal tax compliance and advisory, with deep knowledge across Income Tax, CGT, IHT, and UK/non-UK trust taxation.

• International & PE Focus: Strong working knowledge of non-domicile/international tax matters (TRF, DTTs) and private equity tax structures.

• Commercial & Client Skills: Proven ability to translate complex technical concepts into pragmatic advice, spot advisory angles, and lead client-facing conversations.