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- Tasks: Manage HNWI clients, deliver proactive tax advice, and oversee compliance work.
- Company: Fast-growing advisory firm in the West End, known for its creative and entertainment clientele.
- Benefits: Strong career progression, collaborative culture, and diverse environment with 20+ nationalities.
- Why this job: Engage with high-profile clients and enjoy a variety of advisory work.
- Qualifications: CTA qualified with strong communication and project management skills.
- Other info: Opportunity to coach junior team members and work in a dynamic, people-focused setting.
The predicted salary is between 48000 - 72000 £ per year.
I'm partnered with a fast-growing, mid-tier advisory firm in the West End that is looking to appoint a Private Client Tax Manager. This is an excellent opportunity for a CTA-qualified professional wanting a growth-driven, advisory-led role within a firm recognised for its work with major creatives, musicians, and high-profile entertainment clients.
Now over 200 people across specialist divisions, the firm continues to expand through both organic growth and strategic acquisition. Their client base includes household names, entrepreneurs, international families, and UHNW/HNW individuals.
A dedicated offshore compliance team handles most routine filings, allowing this role to be predominantly advisory, with plenty of space to focus on high-quality client solutions.
Why This Role Stands Out- Advisory-heavy thanks to offshore compliance support
- Work with globally recognised creatives and entertainment clients
- Strong career progression in a growing firm
- Highly collaborative, people-focused culture
- Diverse environment with 20+ nationalities
You’ll work closely with Partners, managing a portfolio of HNWI, OMB, and creative-sector clients. Expect hands-on advisory work, oversight of offshore-prepared compliance, and substantial client interaction with individuals who value a personal, responsive service.
Ideal for someone seeking variety, visibility, and a more engaging portfolio than typical private client tax roles.
Key Responsibilities- Manage HNWI/OMB clients across creative and entertainment sectors
- Deliver proactive tax planning and advice
- Build and maintain strong client relationships
- Review offshore compliance work and support UK juniors
- Support new business proposals and pitches
- Manage WIP, billing, and portfolio performance
- Coach and develop junior team members
- CTA qualified with broad technical knowledge
- Strong communicator able to simplify complex issues
- Experience reviewing work and managing projects
- Commercially aware, collaborative, and client-focused
- Comfortable working with high-profile individuals
- Self-starter with excellent time management
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
Private Client Advisory Manager in London employer: Brewer Morris
Contact Detail:
Brewer Morris Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisory Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your advisory skills and experience with HNWI. Share specific examples of how you've added value in previous roles to really stand out.
✨Tip Number 3
Prepare for interviews by researching the firm and its clients. Understand their needs and challenges, especially in the creative and entertainment sectors. This will help you tailor your responses and demonstrate that you're the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s get you that dream job!
We think you need these skills to ace Private Client Advisory Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Advisory Manager role. Highlight your CTA qualifications and any relevant experience in managing HNWI clients, especially in creative sectors.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about advisory work and how your background makes you a perfect fit for this role. Don’t forget to mention your strong communication skills and ability to simplify complex issues.
Showcase Your Client Relationship Skills: In both your CV and cover letter, emphasise your experience in building and maintaining strong client relationships. This role is all about personal service, so let us know how you've excelled in this area in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Brewer Morris
✨Know Your Stuff
Make sure you brush up on your tax knowledge, especially around HNWI and OMB clients. Familiarise yourself with the latest trends in the creative and entertainment sectors, as this will show your potential employer that you're not just qualified, but also genuinely interested in their niche.
✨Showcase Your Communication Skills
As a Private Client Advisory Manager, you'll need to simplify complex tax issues for your clients. Prepare examples of how you've done this in the past. Practising clear and concise explanations will help you demonstrate your strong communication skills during the interview.
✨Build Rapport
Since this role involves working closely with high-profile individuals, it's crucial to establish a connection. Be personable and approachable in your interview. Share stories that highlight your ability to build strong client relationships, and don’t forget to ask insightful questions about the firm’s culture and values.
✨Demonstrate Your Leadership Potential
You'll be expected to coach and develop junior team members, so come prepared with examples of your leadership experience. Discuss how you've managed projects or mentored others in the past, and express your enthusiasm for fostering a collaborative team environment.