At a Glance
- Tasks: Lead personal tax advisory for high-net-worth clients and manage a diverse client portfolio.
- Company: Join a prestigious firm expanding its private client tax department in London.
- Benefits: Enjoy a great work/life balance with hybrid working options and a clear path to director.
- Other info: Opportunity for rapid career progression within 12-30 months.
- Why this job: Shape the future of a growing team while working with top-tier clients in a supportive culture.
- Qualifications: Experience in personal tax advisory and team management is essential.
The predicted salary is between 43200 - 72000 € per year.
This is an opportunity to join a well-established London advisory firm with a strong heritage in private client and owner-managed business work, but importantly, they’ve grown significantly in recent years with a sizeable private client tax team. That growth has come with investment in their advisory capability and a broader client base, so it’s very much a firm that’s evolving rather than standing still.
From a market perspective, they sit in an interesting space — larger and more sophisticated than smaller independent firms, but without the structure and internal layers you tend to see in the larger Top 6 firms. That tends to translate into better access to partners, more visibility on clients, and a less process-driven way of working.
The Private Client team reflects that.
The work is built around long-term relationships with HNWIs, entrepreneurs and families, with a good mix of trusts, estate planning and broader personal tax advisory. It’s not a volume-driven compliance environment — managers tend to be involved in client discussions and advisory work, rather than sitting behind layers.
The team itself is collaborative and partner-led, with a strong reputation internally. One of the consistent bits of feedback is how accessible the partners are, and how early individuals are given visibility and responsibility.
You’re not boxed into a rigid role either — there’s flexibility to play to your strengths, whether that’s leaning more into advisory work or maintaining a broader mix.
The Role
At the Senior Private Client Tax Manager level, the focus is not just about technical delivery.
- Managing and developing a team
- Overseeing the delivery of client work across a portfolio
- Acting as a key point of contact for clients
- Supporting and mentoring more junior staff
- Working closely with partners on client relationships and planning
There is still involvement in advisory work, but the role is broader — it’s about stepping into a leadership position within the team.
The Environment
- Collaborative and supportive culture
- Partner-led with good access to decision-makers
- Sensible approach to workload and work-life balance
- Less focus on internal pressure, more on client outcomes
Who It Suits
- This tends to appeal to Private Client Tax Senior Managers who enjoy managing and developing people
- Want to step into a more visible role within a team
- Are looking for high-quality work without a high-pressure environment
If you’d like to explore this further, please feel free to contact us.
Private Client Tax Senior Manager – London employer: Creative Tax Recruitment
Join a prestigious firm in London that prioritises employee well-being and professional growth, offering a clear pathway to directorship within 12-30 months. With a strong focus on work/life balance and hybrid working options, you will thrive in a collaborative environment that values your expertise while providing opportunities to lead and innovate in personal tax advisory services for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager – London
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships can give you insights into the firm’s culture and expectations.
✨Tip Number 2
Research the firm thoroughly. Understand their client base, recent projects, and any unique services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals and complex tax situations. Be ready to share specific examples of how you've successfully managed similar portfolios or challenges in the past.
✨Tip Number 4
Showcase your leadership skills. As a senior manager, you'll be expected to lead a team. Highlight any previous management experience and your approach to mentoring and developing team members.
We think you need these skills to ace Private Client Tax Senior Manager – London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in personal tax advisory services, particularly with high-net-worth clients. Emphasise your leadership skills and any experience managing teams or complex client portfolios.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and the firm. Discuss your specific interest in private client tax and how your background aligns with the responsibilities outlined in the job description.
Highlight Key Achievements:When detailing your work experience, focus on key achievements that demonstrate your ability to drive personal tax advisory work and manage diverse client portfolios. Use quantifiable results where possible to showcase your impact.
Prepare for Interviews:If selected for an interview, prepare to discuss your approach to managing client relationships and leading a team. Be ready to provide examples of how you've contributed to business development and supported senior management in previous roles.
How to prepare for a job interview at Creative Tax Recruitment
✨Know Your Tax Regulations
As a Private Client Tax Senior Manager, it's crucial to have a solid understanding of current tax regulations and personal tax advisory services. Brush up on the latest changes in tax laws that could affect high-net-worth individuals, as this will demonstrate your expertise and readiness for the role.
✨Showcase Leadership Skills
Since you'll be leading a team, be prepared to discuss your leadership style and experiences. Share examples of how you've successfully managed teams in the past, particularly in delivering client services or driving business development.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client situations. Think through potential scenarios involving high-net-worth clients, such as tax planning for non-UK domiciled individuals, and be ready to articulate your approach and solutions.
✨Express Your Interest in Growth
The opportunity offers a clear path to director within 12-30 months. Make sure to express your enthusiasm for career progression and how you plan to contribute to the growth of the private client tax department. This shows your commitment to both personal and company success.
