Private Client Tax Advisory Manager

Overview

In this role, you will lead personal tax advisory services for a diverse client base, focusing on building strong client relationships and delivering pragmatic guidance. You will work within a specialist team that supports business owners, trustees and high-net-worth individuals, shaping advisory strategies and ensuring quality delivery. You will manage tax reports, WIP and billing processes, and liaise with HMRC on client matters, while supporting partners on complex advisory projects. This is a collaborative, growth‑oriented opportunity in a respected professional services firm.

Pay / Benefits

• hybrid working options
• annual performance-based bonus
• comprehensive benefits package including wellbeing support
• clear career progression opportunities

Responsibilities

• Review tax reports prepared by junior team members
• Manage WIP analysis and billing processes
• Ensure files meet quality standards for QCR purposes
• Liaise with HMRC on client matters
• Support partners with advisory projects (shareholder profit extraction, succession planning, relocation strategies)
• Identify opportunities for business development across tax and other service lines

Key requirements

• CTA or equivalent experience
• Extensive experience in personal tax services
• Strong project management skills with the ability to meet deadlines
• Creative thinking and ability to develop innovative solutions
• Experience identifying business development opportunities
• Familiarity with CCH Central for personal tax (advantageous)

• Relationship building with clients
• Creative problem solving
• Cross-functional collaboration
• Attention to detail
• CCH Central for personal tax (advantageous)
• Project management and billing processes

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