Do you want advisory exposure, a high-quality HNW client base and clear progression? An excellent opportunity has arisen with a growing specialist firm seeking an experienced Private Client Tax Manager to join its expanding team and work with an impressive portfolio of private clients and family-owned businesses.
Our client is a highly respected and growing independent accountancy and advisory firm with a specialist focus on entrepreneurial businesses, landed estates, property, renewable energy, and private wealth. With a strong reputation for providing pragmatic, commercially focused advice, the firm works with a diverse portfolio of high-net-worth individuals, families, business owners, trusts, estates, and rural enterprises across the UK.
Following a sustained period of growth, they are looking to appoint an experienced Private Client Tax Manager to join their established tax team.
The Company
The Role
This is an excellent opportunity for a Private Client Tax Manager seeking a broad and varied position that combines both compliance and advisory work. You will manage a portfolio of high-net-worth individuals, family business owners, trusts, estates, and partnerships, while supporting clients on a range of personal tax planning matters.
The successful candidate will play a key role in maintaining strong client relationships, identifying tax planning opportunities, and delivering high-quality technical advice.
Key Responsibilities
- Manage a portfolio of HNWIs, business owners, trusts, estates, and partnerships.
- Deliver personal tax compliance services and review tax returns.
- Provide advice on personal tax planning, including CGT, IHT, and succession planning matters.
- Identify tax planning opportunities and advise on potential risks.
- Build and maintain strong client relationships.
- Support junior team members through mentoring and technical guidance.
- Assist with complex advisory projects and business development initiatives
Candidate Profile
- CTA qualified or equivalent.
- Proven Private Client Tax experience within practice.
- Strong knowledge of HNWI, trust, estate, and partnership taxation.
- Experience across both compliance and advisory work.
- Commercially aware with a proactive approach to problem-solving.
- Strong communication and client relationship management skills.
- Previous experience reviewing work and supporting junior staff is desirable.
Why Apply?
This is a fantastic opportunity to join a well-established and growing specialist firm with a strong reputation in the private client market. You'll work with a diverse portfolio of high-net-worth individuals, family businesses, trusts, estates and partnerships, gaining exposure to both compliance and advisory projects. The role offers genuine responsibility, excellent client contact, and a clear pathway for career progression within a supportive and collaborative environment that values technical expertise, professional development and long-term success.
If you're looking for a broad private client tax role with exposure to interesting clients and complex advisory work, please apply now or reach out to Morgan Schuler at morganschuler@brewermorris.com / 02073322478 for a confidential discussion.
Private Client Tax Manager in Peterborough employer: Brewer Morris
As a Chief Financial Officer at this high-growth real estate investment manager, you will be part of a dynamic and entrepreneurial team that values innovation and strategic leadership. The company offers a competitive compensation package, robust benefits, and a collaborative work culture that fosters professional growth and development, all while being based in the vibrant city of London. With a focus on driving business performance and long-term strategy, this role provides a unique opportunity to influence the future of the firm and lead a talented finance team in a rapidly evolving market.
