Job Title

OverviewIf you are interested in applying for this job, please make sure you meet the following requirements as listed below.K3TA are looking for an experienced Personal Tax Manager to join our growing Family & Wealth team. This is a senior, client-facing advisory role. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients.You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff.This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged.This position is particularly suited to someone who wants exposure to complex advisory work rather than volume compliance.Key Responsibilities:Advisory Project WorkPreparing advisory reports and leading client callsAdvising on all points of UK tax in relation to internationally mobile HNWIs, often on short time scales ahead of business exits.Supporting IHT and BPR reviews and preparing technical analysis for director sign-offCo-ordinating international tax matters with our international contacts and UK tax residence planning projectsAssisting with structuring, family wealth planning and business exit planningTechnical Review & Decision-MakingYou will be expected to act as a technical reviewer for personal tax matters within the team. This includes:UK personal tax planningStatutory Residence Test and non-residence planningOverseas income and remittance mattersTrusts and beneficiary taxationInheritance Tax planning and Business Property ReliefCross-border issues and interaction with overseas advisersYou should be comfortable researching complex areas and confidently explaining and defending technical conclusions to senior management or clients.Project Management & WorkflowThe role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. This will include:Daily oversight of team workflow and project progressionReviewing work prepared by junior team members to a high technical standardBeing a touch point for technical queriesMonitoring WIP, recoveries and billing on your projectsEnsuring appropriate pricing and commerciality of workAttending/leading new client meetings across all areas of Private Client taxPreparing clear scopes of work and fee quotesRequired Experience & Technical Skills:CTA qualified (or equivalent experience)Significant experience in a UK Private Client tax roleStrong technical knowledge of:Statutory Residence TestNon-residence and temporary non-residenceTrust taxation and beneficiary matchingInheritance Tax and BPRInternational and cross-border personal tax mattersAbility to independently research technical issues and reach defensible conclusionsExperience dealing directly with high-net-worth clientsSystems & ToolsExperience with the following is desirable:Microsoft Office and practice management systemsDigita Personal Tax (or similar tax software)Tax research platforms (Tolleys, Practical Law, Croner-i, Kessler) Personal AttributesStrong communicator with excellent client skillsOrganised with the ability to manage multiple projects simultaneouslyComfortable supervising and mentoring junior staffProactive and able to take ownership of client relationshipsWhat We OfferA supportive and technical environment with genuine scope to develop specialist expertise.Exposure to a broad range of interesting and complex client matters.Opportunities for progression within a growing team.A built in client base, with opportunities to develop your own portfolio and referral network.Flexible working, and a fully remote role. We do our best work in our preferred environment. xjdpvnf We have a camera on approach to both internal and client meetings.