Tax Manager, Private Advisory

Overview

In this role you will lead advisory projects for entrepreneurial and high net worth individuals and their families, delivering bespoke tax planning and compliance. You’ll engage with clients, conduct technical research, and produce high-quality tax reports, while liaising with HMRC. You will help manage client relationships and uphold compliance with internal procedures, contributing to a culture that values inclusion and work-life balance. This position offers meaningful impact across UK and international tax matters within a supportive, high-performance environment.

Pay / Benefits

• Flexible working options
• Reduced hours and job shares
• Life-work balance
• Open, inclusive culture
• Secondments
• Fundraising for local charities

Responsibilities

• Provide on-the-ground advisory support and meet with clients to optimise tax outcomes
• Conduct bespoke technical research for complex advisory projects
• Produce high-quality tax reports and liaise with HMRC on clients’ behalf
• Manage day-to-day aspects of client relationships to deliver an exceptional client experience
• Manage risk and ensure compliance with internal procedures
• Build internal networks and collaborate across teams
• Stay up-to-date with UK and international tax developments (legislation and case law)

Key requirements

• Relevant professional qualification (CTA / ACA / ACCA or equivalent)
• Confident interacting with clients
• UK Private Client tax and/or Corporate Tax Advisory experience
• Experience working with private clients and owner-managed businesses (tax advisory and compliance)
• Ability to research a range of topics for complex advisory projects
• Eagerness to develop deep knowledge of the firm’s services and capabilities

• Client-facing communication
• Relationship building
• Analytical thinking
• UK Private Client tax knowledge
• Corporate Tax Advisory experience
• Tax research and topic formulation

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