Private Client Tax Adviser

We are looking for an experienced and personable Private Client Tax Adviser to join our close-knit team. This is a client-facing role where you’ll work directly with high-net and ultra-high-net worth individuals and families who have complex UK and cross-border tax issues, often involving residency, domicile, trusts, and offshore structures. You will be expected to provide practical, clear advice and help clients optimise their tax and manage their UK tax compliance obligations in an international context.

Why Gerald Edelman?

At Gerald Edelman, we pride ourselves on being a dynamic and evolving organisation that puts people at the heart of everything we do. Today, we are a thriving professional services firm, recognised for our commitment to quality, innovation, and collaboration. Our talented team works across a diverse client base, delivering exceptional services and tailored solutions that drive success.

Our journey isn’t stopping here. By 2034, our aim is to be regarded as a top firm with clear differentiators to the rest of the field. A true partner for clients, one who they trust with their most complex needs, a destination for the best advisers in the market, and an employer of choice that inspires and rewards its people.

This vision drives us to continuously improve, innovate, and raise the bar for what’s possible.

If you’re looking for a role where you can make an impact today while shaping the future of a firm committed to excellence, Gerald Edelman is the place for you.

How we give back

To ensure our employees know how much we value their hard work, we offer an extensive benefits and perks package. Our package covers your lifestyle, health and wellbeing, development and finances. How about an additional day off to celebrate your birthday? Or utilising our in-house mentoring scheme? These and many more perks are included in your Gerald Edelman employee benefits pack.

What will the role entail?

Responsibilities

• High degree of autonomy reporting to one of the International Tax partners or Manager depending on their level.
• Client management and communication on a regular basis.
• Prepare and/or review UK Self-Assessment tax returns including reporting of worldwide income, foreign tax credits, complex disclosures and interpretating double tax agreements.
• Prepare and/or review CGT (non-res CGT), ATED, ROE registrations and annual updates, Corporation Tax returns for non-UK resident landlord companies as well as IHT returns in respect of 10-yearly charge, exit charges and chargeable lifetime transfers for offshore trusts.
• Support clients with HMRC enquiries, settlements, and disclosures (e.g. Worldwide Disclosure Facility).
• Provide tailored advice on global mobility including pre-and post-arrival UK tax planning.
• Prepare advisory reports in relation to strategic UK tax planning for international clients and their offshore corporate and trust structures.
• De-enveloping advice in respect of UK properties to include property structuring advice for trading or investment purposes.
• Advise on the changes to UK tax legislation that are relevant to international clients, including the pre-6 April 2025 remittance basis regime, and the new post 5-April 2025 rules, i.e., the four-year FIG regime, TRF, and long-term residence for IHT.
• Assist with planning around international succession, trusts, and estate tax exposure.
• Liaise with family offices, lawyers, offshore trustees, investment managers, and overseas tax advisers in our network to deliver holistic tax solutions.
• Stay up to date with UK and international tax developments affecting individuals and proactively share insights with the team and clients.
• Get involved in producing marketing material such as articles.

Requirements

• Qualifications: ATT, CTA or ACA, or equivalent (at least ATT qualified or part-qualified CTA/ACA – if at senior associate level or fully qualified if at assistant manager and upwards level with strong relevant experience).
• Experience: At least three-four years in personal tax, ideally in a private client-focused firm or specialist team dealing with international clients.
• Strong grasp of UK non-dom taxation, the remittance basis, and international personal tax concepts such as mixed funds and analysis work.
• Comfortable working with clients who have offshore structures, trusts, or dual residence/tax exposure.
• An organised and meticulous approach to compliance and reporting work and ability to work on multiple clients simultaneously.
• A confident communicator especially with international clients, some of whom require a different approach in explaining complex matters, who builds trust easily and enjoys developing long-term client relationships.

Bring the real you to work, challenge the norm and have fun whilst developing your career

At GE, we aim to create an inclusive culture that’s based on trust and respect where everyone can thrive and express themselves freely. We are committed to Diversity, Equality and Inclusion, actively listening to all opinions to create an environment without barriers; where everyone is given the same opportunities. We encourage applications from all backgrounds. If you have any questions about our commitment to DEI during your application process, please contact hello@geraldedelman.com.