Cedar Recruitment
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Private Client Manager/Senior Manager Permanent
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Private Client Tax Manager / Senior Manager
Overview
This role offers a blend of compliance and advisory responsibilities, focusing heavily on non-UK domicile cases. The successful candidate will manage a portfolio of private client cases, support advisory projects, and oversee team development.
About the Firm
A growing, independent Top 40 accountancy firm with a long history and expertise in private client tax. The firm values teamwork, client care, and offers services across four UK offices.
Key Responsibilities
- Manage a portfolio of private clients, including non-doms, HNWIs, partnerships, and offshore trusts.
- Assist with advisory projects on inheritance tax (IHT), residence, offshore structures, and the upcoming non-dom rules for 2025.
- Oversee compliance, including tax returns and HMRC inquiries.
- Support client meetings, prepare reports, and ensure timely delivery of work.
- Mentor team members and contribute to internal and external business development.
Requirements
- CTA qualified with a minimum of 5 years of private client tax experience.
- Strong knowledge of non-doms and offshore structures.
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