Tax Manager – Private Client – Top 20 Firm

Overview

In this Private Client Tax Manager role, you partner with high-net-worth individuals and business owners within a growing advisory team. You will blend compliance with advisory work, shaping planning opportunities and client strategy. You’ll develop junior staff and support leadership on technical and strategic initiatives, while enjoying flexible hybrid working and clear progression. This is a chance to deepen your private client tax expertise in a high-profile, client-centric environment.

Pay / Benefits

• flexible and hybrid working options
• clear progression opportunities
• exposure to high-profile clients and complex tax matters
• ongoing professional development and technical training
• supportive and collaborative team environment
• leadership and mentoring responsibilities

Responsibilities

• Manage and review a varied portfolio of private client tax compliance work
• Review complex Self-Assessment Tax Returns for technical accuracy
• Foster strong client relationships and deliver excellent service
• Identify planning opportunities and support advisory projects
• Coach and mentor junior team members
• Support senior leadership on technical and strategic assignments
• Assist with business development and client growth opportunities
• Oversee billing processes and ensure timely delivery of projects

Key requirements

• Experience in Private Client Tax within a professional services environment
• Strong technical knowledge of personal tax compliance
• Proven ability to manage client relationships and expectations
• Experience reviewing complex Self-Assessment Tax Returns
• Strong organisational skills with deadlines and budgets
• Experience mentoring junior team members
• Commercial awareness and client-focused approach
• Ability to escalate risks when needed

• Relationship management
• Communication
• Mentoring and coaching
• Private Client tax
• Self-Assessment Tax Returns
• Tax compliance and planning

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