Overview
In this Private Client Tax Manager role, you will lead a diverse portfolio of high-net-worth individuals, business owners, trusts and estates, delivering both compliance and advisory services. You will mentor junior staff and collaborate with senior leadership on complex tax planning, staying ahead of legislation. The position sits in a growth-focused, people-centric London practice that emphasizes flexible, hybrid working. You will shape bespoke tax solutions and maintain long-term client relationships, contributing to the firm’s advisory capability and client service excellence. This is an opportunity to advance in a Top 100 firm with clear career progression and a supportive culture.
Pay / Benefits
- Hybrid and flexible working
- Birthday leave and enhanced holiday package
- Professional subscription support
- Access to exciting client work (compliance and advisory)
- Clear career progression in a top-tier firm with supportive culture
Responsibilities
- Manage a portfolio of private clients with a focus on advisory needs
- Act as the primary client contact to build strong, long-term relationships
- Review and oversee self-assessment, IHT, CGT, and trust return preparation
- Deliver bespoke tax planning including inheritance tax, estate planning, residency, domicile, and succession planning
- Lead or contribute to advisory projects alongside partners
- Supervise, support, and develop junior team members
- Keep up-to-date with legislation and communicate changes to clients and internal teams
Key requirements
- CTA / ACA / ACCA qualified (or equivalent)
- Significant private client tax experience in an accountancy practice
- Strong knowledge of UK personal tax legislation
- Ability to advise high-net-worth individuals and complex personal tax affairs
- Strong interpersonal skills and mentoring experience
- strong interpersonal skills
- mentoring and staff development
- relationship building
- UK personal tax legislation
- self-assessment, IHT, CGT, and trust tax returns
- tax advisory and planning
…