Private Client Tax Manager

4 weeks ago


Dorset, United Kingdom LHH Full time

As a Private Client Tax Manager within this clients leading Tax Department, you will play a key part in their growth, whilst fast-tracking your own development and earning potential. You can expect to undertake the following tasks, but not limited to:

  • Manage a portfolio of cases for trusts and high-net-worth clients, drafting tax advice reports on IHT planning, residency, and domicile.
  • Meet clients to advise on tax planning, offer CGT advice for UK and non-UK residents.
  • Review junior staff work for professional growth and provide mentorship as necessary.
  • Handle compliance services, including tax return preparation, and promote firm-wide services, particularly financial planning.
  • Collect and maintain client data, address inquiries, and liaise with clients, HMRC, and other professional firms to ensure exceptional client service.
  • Identify opportunities for referrals and new clients.

The skills and experience you will bring (but don't worry if you don't tick 100% of the boxes):

  • Previous experience in a private client/personal tax advisory and compliance role.
  • ATT or CTA qualified (or equivalent) or nearing completion.
  • Up-to-date technical knowledge and an understanding of compliance standards.
  • Organised and strong time management skills.
  • Strong ability to build rapport quickly with clients and maintain these.

It would be highly desirable if you have working knowledge of offshore trusts.



  • Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...


  • Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...


  • Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...


  • Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...


  • Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...


  • Poole, Dorset, BH12, Poole, United Kingdom LHH Full time

    As a Private Client Tax Manager within this clients leading Tax Department, you will play a key part in their growth, whilst fast-tracking your own development and earning potential. You can expect to undertake the following tasks, but not limited to:Manage a portfolio of cases for trusts and high-net-worth clients, drafting tax advice reports on IHT...


  • Dorset, United Kingdom Austen Lloyd Limited Full time

     SENIOR ROLE - PRIVATE CLIENT - An exciting opportunity for a Senior Solicitor with Private Client experience at a leading legal 500 firm in DorsetSENIOR PRIVATE CLIENT SOLICITOR - DORSET -Senior Private Client Solicitor (5+PQE) -An exciting new senior position for a Solicitor with Private Client experience at a leading legal 500 firm in Dorset.. This is an...


  • England, Dorset, Dorset, South West England, United Kingdom Austen Lloyd Limited Full time

    SENIOR ROLE - PRIVATE CLIENT - An exciting opportunity for a Senior Solicitor with Private Client experience at a leading legal 500 firm in Dorset SENIOR PRIVATE CLIENT SOLICITOR - DORSET - Senior Private Client Solicitor (5+PQE) - An exciting new senior position for a Solicitor with Private Client experience at a leading legal 500 firm in Dorset.....


  • Dorset, United Kingdom Austen Lloyd Limited Full time

    Senior Private Client Solicitor OpportunityA leading legal 500 firm in Dorset is seeking a Senior Solicitor with Private Client experience to join their team. This is an excellent new position offering huge career potential, at a very successful firm.Key Responsibilities:Deal with matters such as Wills, Trusts, Probate and COP.Have a solid background of...

  • Private Client Lawyer

    2 months ago


    Bryanston and Dorset Square, United Kingdom CV-Library Full time

    An established and dynamic firm located in the heart of Marylebone is seeking a dedicated and experienced Private Client Lawyer to join their growing team. This is an excellent opportunity for a motivated solicitor looking to advance their career in a supportive and collaborative environment. The Private Client Lawyer's Role The successful Private...


  • Dorchester, Dorset, DT1, Blandford Forum, United Kingdom G2 Legal Limited Part time

    Private Client Solicitor/Legal Executive (full- or part-time considered)My client is an expanding Legal 500 law firm in Dorchester, Dorset that is looking for a Private Client Solicitor or Legal Executive to join its successful private client team in this key placement. The firm has an ambitious strategy and a strong management team to give the right support...


  • Christchurch, Dorset, BH23, Christchurch, United Kingdom G2 Legal Limited Full time

    This growing Legal 500 law firm in Dorset is expanding and looking for a Senior Private Client Solicitor or Legal Executive to join the private client team, in this key placement. The firm has an ambitious strategy and a strong management team to give the right support required to climb the career ladder. STEP qualified preferred or a desire to undertake...


  • Gillingham, Dorset, SP8, Gillingham, United Kingdom G2 Legal Limited Part time

    Private Client Solicitor/Legal Executive (full- or part-time considered)My client is an expanding Legal 500 law firm in North Dorset and is looking for a 2+ year PQE Private Client Solicitor or Legal Executive to join its successful private client team in this key placement. The firm has an ambitious strategy and a strong management team to give the right...


  • Poole, Dorset, BH12, Poole, United Kingdom G2 Legal Limited Full time

    An opportunity has arisen for a Private Client Solicitor or Legal Executive who is ambitious and looking for a new challenge in their career. This established Legal 500 law firm in Poole is looking for a NQ-5 year PQE Private Client Solicitor to join a busy private client team that is expanding. The firm has an ambitious strategy and a strong management...


  • Bournemouth, Dorset, BH1, Poole, United Kingdom G2 Legal Limited Full time

    Private Client Solicitor/AssociateThis is an exciting opportunity for an experienced 3-6 year PQE Private Client Solicitor who is looking for an opportunity to progress and develop their career further with a fantastic law firm. This leading law firm in the Bournemouth area is looking for a Private Client Solicitor to join a busy and recognised private...


  • Bridport, Dorset, DT6, Bridport, United Kingdom G2 Legal Limited Full time

    My client is an expanding law firm based in West Dorset currently looking for a Private Client Solicitor or Legal Executive (1+ year PQE) to join the successful private client team in this key placement due to succession planning.The firm has an ambitious strategy and a strong management team to give the right support required to climb the career ladder....


  • Shaftesbury, Dorset, SP7, Shaftesbury, United Kingdom G2 Legal Limited Part time

    Private Client Solicitor (Full or Part-time considered)My client is based in Shaftesbury, Dorset, and is looking for a 2+ year PQE Private Client Solicitor or Legal Executive to join its private client team. You must possess an all-round working knowledge of private client law and be client-focused to deliver high standards to clients.As the Private Client...


  • Dorchester, Dorset, DT1, Blandford Forum, United Kingdom G2 Legal Limited Full time

    An exciting opportunity has arisen due to an increase in workload for a Private Client Solicitor to join an expanding team in this critical hire. This established Legal 500 law firm with offices across the South West is looking for a Private Client Solicitor (NQ+ PQE) to join its successful team. You will have the autonomy to run your own caseload of wills,...

  • Group Tax Manager

    4 weeks ago


    Dorset, United Kingdom Vitae Financial Recruitment Full time

    Group Tax Manager - Interim RoleLocation: Dorset (Hybrid, ideally 3 days in the office)Contract: Initial 3-4 monthsRate: Up to £500 per day (Inside IR35)We are seeking a dynamic Group Tax Manager to join our clients team on an interim basis. With a focus on corporation tax compliance and reporting, you will work collaboratively with finance teams across the...


  • Shaftesbury, Dorset, SP7, Shaftesbury, United Kingdom G2 Legal Limited Full time

    My client is a reputable, award-winning firm, seeking a Private Client Legal Secretary for its North Dorset offices in Shaftesbury area. The firm currently provides a reputable high-net-worth Private Client legal service, including providing advice on Wills & Estate Administration, Trusts & Estate Planning, Tax and Powers of Attorney.In this role, you will...