Private Client Tax Manager

Private Client Tax Manager – Belfast

The Company:

A leading professional services firm providing audit, tax, advisory, corporate finance, payroll, and wealth management services to private individuals, owner-managed businesses, and organisations. Operating across multiple international markets, the firm delivers tailored financial and strategic advice to a broad range of clients.

What’s in it for you?

• Hybrid working
• Agile working with time-off accrual
• Private medical
• 5% + 5% pension
• 33 days holiday
• Income protection
• Enhanced parental leave (maternity, paternity, adoption)
• Paid volunteering day to support causes that matter to you

Job Duties of the Private Client Tax Manager include:

• Manage a portfolio of private clients, providing advice across inheritance tax, trusts, estates and succession planning.
• Deliver tax planning projects and review complex tax returns, ensuring high-quality and technically accurate work.
• Build strong client relationships and act as a key point of contact for day-to-day tax matters.
• Support and develop junior team members through coaching, review and technical guidance.
• Identify opportunities to expand client relationships and support wider business development.

What you need to be the Successful Private Client Tax Manager?

• CTA qualified with strong experience in private client tax advisory and compliance.
• Good technical knowledge of inheritance tax, trusts, estates, succession planning and capital taxes.
• Experience managing client work streams and supporting junior team members.
• Strong communication and organisational skills, with the ability to manage multiple deadlines.
• Comfortable with technical research and specialist tax software.

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