Private Client Tax Senior Manager/Manager

4 weeks ago


West Oxfordshire Oxfordshire, United Kingdom LHH Recruitment Full time

As a senior member of the Private Client Department within a growing independent firm, you will play a pivotal part in managing annual compliance work and advisory projects for a personal portfolio of clients, primarily HNWIs, including sole traders and partnerships. You will work directly with Partners on planning matters, supervise staff, and handle both UK and non-resident tax issues, particularly for individuals moving to and from the UK. In addition, you will regularly liaise with clients, oversee tax return preparation, and correspond with HMRC. You will contribute to business development, internal meetings, and manage billing, time budgets, and staff training.
Manage income tax (including National Insurance) and capital gains tax, and review PAYE coding notices when needed.
Review and approve Self-Assessment tax returns prepared by staff and file them electronically.
Communicate with clients on routine and ad-hoc tasks, including inheritance tax, income tax, and capital gains tax, via email, phone, or meetings.
Correspond with HMRC regarding s9A enquiries and digital disclosure facility cases.
Oversee the collection of information needed for tax returns, liaising with clients and third parties.
Bill clients quarterly, monitor reserves, and update partners on billing issues.
Network at events for business development.
Experience within a similar role and dealing with complex tax matters.



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