Private Client Tax Manager
Location: London
Salary: £75,000 - £90,000
Sector: Private Client Tax
Level: Manager
A great opportunity for a Private Client Tax Manager to join an established public accounting firm in London, working with a varied portfolio of high-net-worth individuals, families and privately owned businesses.
This is a hands-on role with a strong mix of compliance, advisory and client management, suited to someone who enjoys building relationships with clients and getting involved in more complex tax matters.
The Role
- Manage a portfolio of HNW and UHNW individuals, families, trusts and partnerships
- Oversee personal tax compliance, including Self Assessment and complex tax returns
- Provide advice across Income Tax, CGT, IHT and Trusts
- Identify tax planning opportunities and support clients with their wider tax affairs
- Take ownership of client relationships and act as a key point of contact
- Review work prepared by junior members of the team
- Support and develop Seniors and more junior staff
- Work closely with Directors and Partners on complex advisory projects
- Assist with ad-hoc projects and wider Private Client work as required
What You'll Get Exposure To
The client base is varied, meaning no two weeks are exactly the same. You could be working with:
- High-net-worth individuals
- Entrepreneurs and business owners
- Family groups
- Trusts and estates
- Partnerships and LLPs
- Investment and property portfolios
There is also scope to become involved in more specialist areas such as IHT planning, trusts, CGT, succession planning and wider wealth structuring.
What We're Looking For
- ACA, CTA or equivalent tax qualification
- Strong UK personal tax experience within a public accounting or professional services environment
- Previous experience managing a portfolio of private clients
- Good technical knowledge across personal tax
- Experience with HNW/UHNW individuals, trusts or complex estates is advantageous
- Confident dealing directly with clients
- Comfortable reviewing work and supporting more junior team members
- Commercial approach with the ability to identify and develop advisory opportunities
Why Consider It?
This is a good fit for someone who wants to move beyond routine compliance and have more ownership, client contact and advisory exposure.
You'll be joining a collaborative Private Client team with access to experienced senior professionals, while having the opportunity to progress further as the team continues to grow.
Private Client Tax Manager - London employer: Insite Public Practice Recruitment Limited Careers
Join a leading firm in Leatherhead, Surrey, where you will be part of an award-winning Private Client team dedicated to delivering exceptional service to high-net-worth individuals. With flexible working options, a supportive work culture, and ample opportunities for professional growth, this role not only offers competitive remuneration but also the chance to engage with complex tax issues and mentor junior staff, making it a truly rewarding career choice.
Contact Details:
Insite Public Practice Recruitment Limited Careers Recruitment Team
