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Private Client Tax Manager
Practice Firm | London | Strong Advisory Exposure
Why Apply?
This is an excellent opportunity for a Private Client Tax Manager to join a highly regarded Practice firm in London, working with an impressive portfolio of high-net-worth individuals, entrepreneurs, business owners, trusts, estates, and family offices.
This role would suit someone coming from a Big 4, Top 10, mid-tier, or independent Practice firm who wants broader advisory exposure, stronger client relationships, and a clear route towards Senior Manager.
Key Highlights Include:
- Join a respected Practice firm with a strong private client tax offering
- Work with high-net-worth individuals, entrepreneurs, trusts, estates, and family offices
- Gain exposure to both UK and international private client tax matters
- Take on a client-facing role with close Partner and Director interaction
- Excellent progression opportunity towards Senior Manager and beyond
- Supportive, collaborative, and flexible working environment
The Role
As Private Client Tax Manager, you will manage a varied portfolio of private clients, providing both tax compliance and advisory support. You will work closely with Partners and Directors across a range of personal tax matters, helping clients manage their tax affairs while also identifying planning opportunities.
The role will involve overseeing personal tax compliance, reviewing tax returns, managing client relationships, and supporting on advisory projects across areas such as residence and domicile, inheritance tax, capital gains tax, trusts, estates, property tax, succession planning, and wealth structuring.
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This is a strong opportunity for someone who enjoys building long-term client relationships and wants to develop their advisory experience within a high-quality private client tax team.
Key Responsibilities
- Manage a portfolio of private clients, including HNWIs, entrepreneurs, business owners, trusts, and estates
- Review personal tax returns, trust tax returns, and related compliance work
- Provide tax advisory support across a range of private client tax matters
- Advise on areas such as IHT, CGT, residence and domicile, trusts, estates, and succession planning
- Identify tax planning opportunities and deliver commercially focused advice
- Build strong relationships with clients, families, advisers, and internal stakeholders
- Liaise with HMRC and support clients with tax queries, disclosures, and correspondence
- Manage and mentor junior members of the private client tax team
- Support Partners and Directors with advisory projects, proposals, and client development
The Ideal Candidate
The successful candidate will likely be a qualified tax professional with experience in private client tax within a Practice firm. You may currently be working within a Big 4, Top 10, mid-tier, or independent firm and looking for a role that offers more autonomy, client exposure, and progression.
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This position would suit someone who enjoys technical private client tax work but also wants to operate in a commercial, relationship-led, and advisory-focused environment.
Requirements
- CTA, ATT, ACA, ACCA, or equivalent qualification
- Strong private client tax experience gained within a Practice firm
- Experience reviewing personal tax returns and managing compliance deadlines
- Exposure to private client tax advisory projects would be highly beneficial
- Strong technical knowledge of UK personal tax, CGT, and IHT
- Experience with trusts, estates, non-dom, or international private client matters would be advantageous
- Excellent client relationship and communication skills
- Ability to manage multiple deadlines, projects, and stakeholders
- Commercial mindset with a genuine interest in advisory work and long-term client relationships
What’s on Offer?
This is a fantastic opportunity to join a respected Practice firm in London where you will gain excellent client exposure, technical development, and long-term progression.
You will be part of a collaborative and ambitious private client tax team, working closely with senior leadership on a mix of compliance and advisory projects. For someone looking to step into a broader, more commercial Private Client Tax Manager role, this is an excellent next move.
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