My client is an incredibly successful and established highliy regarded professional services organisation in the City 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
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
Join a highly regarded firm of chartered accountants in Penrith, where you will thrive in a supportive and dynamic work culture that values employee development and offers flexible working options. As an Accounts Manager, you will not only manage a diverse portfolio of clients but also play a key role in mentoring junior staff, ensuring your professional growth while contributing to the success of the team. With an excellent salary and benefits package, this is an opportunity for meaningful and rewarding employment in a forward-looking environment.
Contact Details:
Clark Wood - Accountancy Practice & Tax Recruitment Recruitment Team
