This is an opportunity to join a well-established London advisory firm with a strong heritage in private client and owner-managed business work, but importantly, they’ve grown significantly in recent years with a sizeable private client tax team. That growth has come with investment in their advisory capability and a broader client base, so it’s very much a firm that’s evolving rather than standing still.
From a market perspective, they sit in an interesting space — larger and more sophisticated than smaller independent firms, but without the structure and internal layers you tend to see in the larger Top 6 firms. That tends to translate into better access to partners, more visibility on clients, and a less process-driven way of working.
The Private Client team reflects that.
The work is built around long‑term relationships with HNWIs, entrepreneurs and families, with a good mix of trusts, estate planning and broader personal tax advisory. It’s not a volume‑driven compliance environment — managers tend to be involved in client discussions and advisory work, rather than sitting behind layers.
The team itself is collaborative and partner‑led, with a strong reputation internally. One of the consistent bits of feedback is how accessible the partners are, and how early individuals are given visibility and responsibility.
You’re not boxed into a rigid role either — there’s flexibility to play to your strengths, whether that’s leaning more into advisory work or maintaining a broader mix.
The Role
At the Senior Private Client Tax Manager level, the focus is not just about technical delivery.
You will be responsible for:
- Managing and developing a team
- Overseeing the delivery of client work across a portfolio
- Acting as a key point of contact for clients
- Supporting and mentoring more junior staff
- Working closely with partners on client relationships and planning
The Environment
- Collaborative and supportive culture
- Partner‑led with good access to decision‑makers
- Sensible approach to workload and work‑life balance
- Less focus on internal pressure, more on client outcomes
Who It Suits
This tends to appeal to Private Client Tax Senior Managers who:
- Enjoy managing and developing people
- Want to step into a more visible role within a team
- Are looking for high‑quality work without a high‑pressure environment
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