Private Client Tax Manager

Company: CER Financial
Apply for the Private Client Tax Manager
Location: London
Job Description:

Overview

In this permanent London-based role, you will manage UK private client tax engagements, focusing on compliance and advisory work with trusts and estates exposure. You will act as a senior client contact, delivering tailored tax guidance and leading technical matters. You will coach and develop the tax team, optimize resources, and support partners with business development. The role offers opportunity to grow in international private client tax; a hybrid setup supports flexible collaboration with cross-functional teams.

Responsibilities

  • Focus on domestic UK private client work with trusts and estates exposure advantageous
  • Manage complex private client tax engagements including planning and compliance
  • Lead meetings and provide proactive, tailored tax advice to clients
  • Take the lead on technical tax matters and ensure high-quality output
  • Lead, coach and mentor team members with delegation and performance development
  • Manage resources and workloads to ensure efficient delivery
  • Identify opportunities to improve processes, efficiency, and use of technology
  • Support partners with business development by identifying opportunities and strengthening networks

Key requirements

  • CTA qualified (essential)
  • Solid private client tax experience in an accountancy practice
  • Experience managing complex/high-risk tax clients and leading technical work
  • Strong client relationship and communication skills with senior stakeholders
  • Strong understanding of tax legislation and regulatory changes and their impact on clients
  • Good commercial awareness and ability to identify business development opportunities
  • Able to operate as a senior figure and leader within the tax department
  • Does not require visa sponsorship
  • strong communication
  • leadership and mentoring
  • business development orientation
  • private client tax
  • compliance and advisory
  • UK tax legislation

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Posted: October 1st, 2026