Private Client Tax Manager

Overview

In this role you will lead the delivery of private client tax advisory work, managing a portfolio of around 200 high‑net‑worth clients and overseeing junior staff. You will engage directly with clients and professional advisers, explain complex tax matters clearly, and drive improvements in team processes and efficiency. The position blends technical tax expertise with client relationship leadership and coaching, across City and Romford client bases. This is a hands‑on role with a strong focus on development, training, and business growth within a collaborative Private Client Tax team.

Responsibilities

• Support partners and directors in team operations and winning new work
• Manage a mixed client portfolio and lead delivery of technical advisory work
• Handle one-off advisory and compliance assignments
• Be a primary client contact for a broad client base
• Engage with high-net-worth individuals and large partnerships
• Oversee UK tax return filing process for various clients
• Monitor team progress against targets and contribute to appraisals
• Provide feedback and coach junior staff; mentor team members
• Produce high‑quality work and suggest efficiency improvements
• Drive WIP, billing, and deadline management within a professional services context

Key requirements

• ATT and/or CTA qualification (or equivalent professional qualification) with strong private client tax experience
• Strong technical grounding across private client tax, including personal tax, trusts and inheritance tax planning
• Experience delivering personal tax advisory work, report writing, and bespoke advice
• Experience managing a portfolio of private clients, including HNW individuals and owner‑managed businesses
• Confidence dealing with clients, professional advisers and HMRC
• Experience leading, coaching and reviewing junior team members
• Strong commercial awareness and ability to communicate complex tax clearly
• Proactive business development mindset and client relationship building
• Experience managing WIP, billing and client deadlines in a professional services environment
• Excellent communication, relationship-building and presentation skills

• clear communication
• client relationship management
• presentation skills
• private client tax
• personal tax
• trusts and inheritance tax planning

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