Private Client Tax Manager

Taxation; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A well-established accountancy firm in London is seeking a private client tax manager due to growth in recent years. The successful candidate will manage a portfolio of high-net-worth individuals, prepare tax returns, and provide advisory support. Ideal candidates are ATT or CTA qualified with strong technical knowledge in private client tax and experience dealing with trusts and estates. This role offers a hybrid working model along with a competitive benefits package and opportunities for career progression.

Benefits

Hybrid working (core hours)

Competitive benefits and bonus package

Long-term career progression

Qualifications

• Previous experience managing a portfolio of High Net Worth Individuals (HNWI) and Owner Managed Businesses (OMB).
• Strong technical knowledge of private client tax and experience with shareholder and employment tax issues.
• Familiar working with UK trusts and estates.

Responsibilities

• Manage a portfolio of high-net-worth individuals and business owners.
• Prepare and review tax returns for your portfolio of clients.
• Handle all advisory opportunities that arise.
• Provide technical support to junior members of the team.
• Assist senior members of the team with larger advisory projects.

Skills

Proactive mindset

Technical knowledge of private client tax

Identifying client opportunities

Education

ATT or CTA qualified

Job description

I am currently working with a well‑established top 100 accountancy firm based in London. This firm is currently seeking a private client tax manager to join their team due to the large amount of growth trajectory in recent years. In this position you will manage a portfolio of clients and work on a blend of compliance and advisory projects while supporting and mentoring the junior members of the team.

The role:

• Manage a portfolio of high-net-worth individuals and business owners
• Prepare and review tax returns for your portfolio of clients
• Handle all advisory opportunities that arise
• Provide technical support to junior members of the team
• Assist senior members of the team with larger advisory projects

The candidate:

• ATT or CTA qualified
• Previous experience managing a portfolio of HNWI and OMB's
• Proactive and technical mindset and efficient with identifying client opportunities
• Strong technical knowledge of private client tax
• Experience with shareholder and employment tax issues
• Familiar working with UK trusts & estates

Benefits:

• Hybrid working (core hours)
• Competitive benefits and bonus package
• Long‑term career progression and development
• Friendly and supporting environment

What you need to do now

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