Private Client Tax – Senior Manager (Reigate Office)

Role Overview
We are seeking an experienced Private Client Tax – Senior Manager to join our growing Reigate office. This role will focus on advising high-net-worth individuals, families and entrepreneurs on a wide range of UK private client tax matters while working closely with our fiduciary and corporate teams. The ideal candidate will bring deep technical knowledge, strong interpersonal skills, and the ability to manage a varied portfolio of clients, including those with complex cross-border arrangements supported by Imperium’s international presence.

Key Responsibilities

Private Client Advisory and Compliance
• Provide high-quality UK tax compliance and advisory services to HNW and UHNW clients, including UK residents, non-residents, and individuals claiming the new Foreign Income and Gains regime.
• Advise on:
– Income tax and capital gains tax planning
– Inheritance tax and succession strategies
– Residence
– Pre-arrival and departure planning
– Structuring family wealth and intergenerational transfers
• Support clients with international wealth and investments, reflecting Imperium’s expertise in cross-border advisory services.
• Manage the delivery and review of UK personal tax returns, trust tax returns, and related computations.
• Oversee work arising from Imperium’s tax compliance service lines.
• Keep abreast of UK tax legislation, HMRC guidance and reporting obligations (FATCA/CRS where relevant).

Client Relationship Management
• Act as primary point of contact for a portfolio of private clients, providing proactive guidance and maintaining long-term trusted relationships.
• Collaborate with trustees, investment managers, legal advisers and external intermediaries, where appropriate.
• Represent Imperium’s values of tailored service and technical excellence.

Team Leadership & Development
• Supervise and mentor junior tax staff, supporting their technical development and training.
• Assist the Head of Tax and UK directors in shaping the growth of the UK tax team.
• Foster a collaborative culture across Imperium’s multi-office UK network.

Business Development
• Identify opportunities to expand advisory work from existing client relationships.
• Contribute to internal thought leadership, updates, and client communications.
• Support Imperium’s market-facing activities and professional networking.

Skills & Experience Required

Essential
• CTA, ATT or equivalent professional qualification.
• Significant experience (typically 5–8+ years) in UK private client tax focused role.
• Strong technical understanding of UK taxation of individuals, trusts and estates, supported by
knowledge of international aspects affecting globally mobile clients.
• Ability to manage a client portfolio independently, with high attention to detail.

Desirable
• Experience working with clients whose affairs involve offshore trust or corporate structures, which aligns with Imperium’s wider fiduciary services.
• Familiarity with private equity or investment structures administered via fund services teams.
• Previous leadership or people-management responsibilities.

Personal Attributes
• Professional, approachable and client-focused.
• Strong communicator able to convey complex tax concepts clearly to clients.
• Highly organised, proactive and comfortable working in a fast-growing environment.
• Collaborative team player committed to Imperium’s culture of service excellence.