Your new company

Your new role

As a Tax Advisory Manager/Senior Manager, you’ll lead on complex private client and owner-managed business (OMB) tax planning projects. This is a predominantly advisory role (around 90%), where you’ll work closely with clients and their professional advisers to deliver tailored solutions in areas such as inheritance tax, trust planning, capital gains tax, and residence/domicile matters.

You’ll manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members. While compliance oversight is part of the role, it supports the advisory work rather than drives it. This is an opportunity to make a real impact, combining technical expertise with strategic thinking.

What you'll need to succeed

• ATT and/or CTA qualification (essential); STEP qualification desirable.
• Strong technical background in private client and OMB taxation, working on advisory projects across a range of tax matters.
• Proven experience advising on IHT, trust planning, CGT, and residence/domicile issues.
• Excellent communication and report-writing skills, with the ability to simplify complex matters.
• Commercially minded, client-focused, and confident leading advisory projects.
• Ability to work autonomously while contributing to a collaborative senior team.

What you'll get in return

• Competitive salary and benefits package.
• Flexible working options, including hybrid arrangements.
• Opportunity to work on high-quality, complex advisory projects.
• Support for professional development and progression within a growing practice.
• A collaborative, supportive environment where your expertise is valued.
• Full or part-time hours considered.
• Hybrid working or predominantly remote

What you need to do now

Are you ready to step into a role where your expertise truly shapes outcomes? This is your chance to join a growing, forward-thinking advisory practice that partners with high-net-worth individuals, entrepreneurs, and families to deliver bespoke, strategic tax planning. If you thrive on solving complex problems, building trusted relationships, and influencing long-term wealth strategies, this opportunity is for you. Apply today and join a firm where your technical skills and strategic insight will make a real difference.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.