My client is an incredibly successful and established highliy regarded professional services organisation in theCity of London, they are seeking additional headcount for their growing Tax Advisory-focused team.
This role is ideal for an experienced private client tax professional who enjoys complex advisory work, client interaction, and playing a key role in delivering high-quality tax planning solutions for high-net-worth individuals and families.
The Role As a Private Client Tax Manager, you will work closely with Partners and senior stakeholders to deliver bespoke advisory services across a diverse private client portfolio. You’ll take ownership of projects, manage client relationships, and help shape the firm’s advisory offering.
Key responsibilities include:
- Delivering private client tax advisory work, including IHT planning, trusts, estate planning, and residency/domicile matters
- Managing a portfolio of HNW and UHNW individuals, families, and trusts
- Preparing and reviewing complex personal tax returns as part of wider advisory engagements
- Acting as a trusted advisor to clients, providing clear, practical, and commercially aware tax advice
- Leading client meetings and managing advisory projects from start to finish
- Supporting HMRC enquiries and technical correspondence
- Mentoring and developing junior team members
- Identifying planning opportunities and supporting business development initiatives
Requirements:
- CTA qualified (or equivalent)
- Strong experience in private client tax advisory within practice
- Technical expertise across IHT, trusts, estate planning, and personal tax
- Confident communicator with strong client-facing skills
- Commercially minded with the ability to spot advisory and planning opportunities
- Experience managing and developing junior staff
What’s on Offer
- Highly competitive salary: £67,500 – £87,500
- Hybrid working model (flexibility built in)
- Exposure to high-quality, complex advisory work
- Clear progression opportunities
- Supportive, collaborative, and professional working environment
- Excellent benefits package
For further information on this role please contact David Elliot at Clark Wood – / DD: | Mobile:
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
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Private Client Tax Manager - Advisory - City of London | Hybrid Working £67,500 – £87,500 (Highly Competitive Sa... employer: Clark Wood - Accountancy Practice & Tax Recruitment Careers
Join a well-established and growing accountancy practice in Hornchurch, where you will thrive in a supportive and professional environment that prioritises employee development. With a focus on personal tax, you'll have the opportunity to work with a diverse portfolio of clients while benefiting from a culture that encourages continuous learning and career progression. Our commitment to excellence ensures that you will be part of a team that values strong client relationships and innovative solutions.
Contact Details:
Clark Wood - Accountancy Practice & Tax Recruitment Careers Recruitment Team
