Private Client Tax Manager – Advisory
Hybrid London
TPF Recruitment is proud to support a leading accountancy firm in their search for a skilled Private Client Tax Manager to join their thriving London office.
As an SME-focused practice in the UK, this firm offers an outstanding platform for experienced tax professionals to advance their careers in a flexible, progressive, and people‑centric environment.
As a Private Client Tax Manager, you will take the lead in managing a diverse portfolio of high-net-worth individuals, business owners, trusts, and estates. You’ll deliver both compliance and advisory services, support junior staff, and work closely with senior leadership on complex tax planning matters.
Responsibilities
- Manage a portfolio of private clients, ensuring advisory needs are addressed.
- Act as the key point of contact for clients, developing strong, long-term relationships.
- Review and oversee the preparation of self‑assessment tax returns, IHT, CGT, and trust returns.
- Deliver bespoke tax planning solutions including inheritance tax, estate planning, domicile, and succession planning.
- Lead or support on advisory projects alongside partners.
- Supervise, support, and develop junior members of the team.
- Stay up to date with current legislation and communicate changes internally and to clients.
Requirements
- CTA, ACA, or ACCA qualified (or equivalent).
- Significant experience in private client tax within an accountancy practice environment.
- Strong technical knowledge of UK personal tax legislation.
- Ability to manage and advise high-net-worth individuals and complex personal tax affairs.
- Strong interpersonal skills and experience mentoring junior staff.
Benefits
- Hybrid and flexible working.
- Birthday leave and enhanced holiday package.
- Professional subscription support.
- Access to exciting client work, both compliance and advisory.
- Clear career progression in a top-tier firm with a supportive team culture.
For a confidential conversation, please contact Andy Irvine.
Private Client Tax Manager - Hybrid, London in London employer: Energy Jobline CVL
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