HireIQ
Private Client Tax Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Private Client Tax Manager
Why Apply for This Role?
HireIQ is partnering with one of the UK's leading accountancy and business advisory firms to appoint a Private Client Tax Manager. This is an excellent opportunity to join a well-established and highly regarded Private Client Tax team, managing a diverse portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts, and estates whilst delivering high-quality tax advice.
Working closely with Partners and Directors, you'll play a key role in providing both advisory and compliance services, developing long-term client relationships, and supporting the continued growth of the Private Client offering. This role offers an excellent balance of autonomy, technical challenge, and clear career progression.
What Sets It Apart?
- Join a highly respected and growing Private Client Tax team
- Broad mix of advisory and compliance work across a varied client portfolio
- Exposure to high-net-worth individuals, entrepreneurs, trusts, estates, and family investment companies
- Opportunity to work closely with Partners on complex tax planning projects
- Genuine client-facing role with responsibility for managing key relationships
- Clear pathway towards Senior Manager and beyond
- Flexible hybrid working with a genuine focus on work-life balance
- Generous annual leave entitlement, enhanced parental leave, and competitive pension scheme
- Ongoing investment in technical training, leadership development, and career progression
- Supportive, collaborative culture where people are encouraged to develop and succeed
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Company
Our client is one of the UK's leading accountancy and business advisory firms, recognised for its ambitious growth, collaborative culture, and commitment to delivering commercially focused advice. With a strong reputation across the private client market, the firm works with a wide range of individuals, families, and owner-managed businesses, offering employees excellent opportunities to develop their technical expertise whilst progressing their careers within a supportive and forward-thinking environment.
Key Responsibilities
- Manage a portfolio of Private Client Tax clients, delivering both advisory and compliance services
- Provide advice across Capital Gains Tax, Inheritance Tax, Trust Taxation, Residence & Domicile, Property Tax, and Personal Tax planning
- Review self-assessment tax returns prepared by junior members of the team
- Identify tax planning opportunities and deliver commercially focused advice tailored to clients' individual circumstances
- Build and strengthen long-term client relationships, acting as a trusted adviser
- Support Partners and Directors on complex advisory projects, including succession planning, wealth preservation, and estate planning
- Manage client deadlines, workflow, and billing across your portfolio
- Mentor, coach, and develop junior members of the Private Client Tax team
- Work collaboratively with colleagues across the wider Tax and Advisory teams to deliver integrated client solutions
- Contribute to business development activities and identify opportunities to grow existing client relationships
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Your Experience
- CTA qualified (or ACA/ACCA with significant Private Client Tax experience)
- Strong experience managing a portfolio of Private Client Tax clients within an accountancy practice
- Excellent technical knowledge across UK Personal Tax, Capital Gains Tax, and Inheritance Tax
- Experience providing both advisory and compliance services to high-net-worth individuals, business owners, and trusts
- Strong client relationship management skills with a commercial approach to delivering tax advice
- Experience reviewing work and mentoring junior team members
- Excellent communication and stakeholder management skills
- Ambitious and motivated to progress within a growing and highly regarded Private Client Tax team
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills