Private Client Tax Manager – Top 20 Firm, London, Hybrid

Overview

As Private Client Tax Manager, you will oversee a diverse portfolio of high net worth clients, delivering expert tax planning and compliance. You will work closely with Partners to drive advisory projects and support growth of the private client offering. The role involves navigating complex UK tax matters, succession and wealth planning, and building trusted client relationships. You will contribute to business development and mentor junior staff in a collaborative, growth-focused firm.

Pay / Benefits

• Exposure to high quality private client tax advisory work
• Hybrid and flexible working arrangements
• Career progression opportunities within a growing firm
• Competitive salary and comprehensive benefits package
• Collaborative working environment
• Opportunity to work with experienced Partners and senior professionals

Responsibilities

• Manage a portfolio of high net worth individuals, business owners, trusts and family wealth clients
• Deliver high quality personal tax compliance and advisory services
• Provide advice on income tax, capital gains tax, inheritance tax and trust taxation matters
• Manage complex tax planning assignments and advisory projects from inception to completion
• Build and maintain strong client relationships, acting as a trusted adviser
• Identify tax planning opportunities and provide commercially focused recommendations
• Support clients with succession planning, estate planning and wealth preservation strategies
• Review personal tax returns and ensure compliance obligations are met efficiently and accurately
• Liaise directly with HMRC regarding enquiries, disclosures and technical matters
• Support the development of junior team members through coaching and technical guidance
• Collaborate with colleagues across tax, audit and accounting departments to deliver integrated client solutions
• Contribute to the firm’s business development efforts, networking activities and thought leadership content
• Keep up to date with changes in UK tax legislation and provide relevant updates to clients and colleagues

Key requirements

• ACA, ACCA, ATT or CTA qualification, or be qualified by experience
• Strong technical knowledge of UK personal tax legislation
• Significant experience within private client tax gained in an accountancy practice or professional services environment
• Experience advising high net worth individuals, entrepreneurs and trusts
• Excellent client relationship and stakeholder management skills
• Strong project management and organisational abilities
• Experience reviewing tax returns and managing compliance processes
• A commercial mindset with the ability to identify advisory opportunities
• Experience supporting, mentoring and developing junior staff
• Excellent communication skills with the ability to explain complex tax matters in a clear and practical way

• client relationship management
• communication
• mentoring and coaching
• UK personal tax legislation
• tax advisory and planning
• tax compliance and tax return review

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