Private Client Tax Manager
Location: Watford
Salary: £60,000-£80,000
Working pattern: Hybrid
Employment type: Permanent
About the role
An established professional services firm is seeking a Private Client Tax Manager to join its growing Watford team.
You will manage a portfolio of high-net-worth individuals, families, trustees and business owners, providing practical advice across personal tax, trusts and wealth planning.
Key responsibilities
- Manage HNW and UHNW individuals, trusts and family groups.
- Oversee personal, partnership, trust and estate tax returns.
- Advise on income tax, capital gains tax and inheritance tax.
- Support wealth structuring, succession and estate planning.
- Advise on trust taxation, property, investments and business interests.
- Manage client relationships, deadlines, budgets and billing.
- Review work and support junior team members.
- Identify advisory opportunities and collaborate with wider teams.
- Keep up to date with tax legislation and HMRC practice.
About you
You will have strong private client tax experience and be confident managing clients and complex work.
Ideally, you will have:
- CTA, ACA, ACCA or equivalent qualification, or be working towards one.
- Experience with HNW individuals, trusts and estates.
- Strong knowledge of income tax, CGT and IHT.
- Experience in compliance and tax planning.
- Excellent communication and organisational skills
- Experience reviewing work or supporting junior colleagues.
- A commercial, client-focused approach.What is on offer
- Salary of £60,000-£80,000, depending on experience.
- Varied HNW and UHNW client portfolio.
- Strong mix of compliance and advisory work.
- Direct client contact and progression opportunities.
- Supportive leadership and specialist colleagues.
- Hybrid working from the Watford office.
- Competitive benefits package.
About the firm
You will join a well-established independent firm advising private clients, families, entrepreneurs and their businesses.
The private client team works closely with specialists across tax, business services, wealth planning and transaction advisory.
How to apply
If you are an experienced Private Client Tax Manager seeking technical variety, client ownership and progression, please apply with your CV or contact us for a confidential discussion.
All applications will be treated confidentially.
Private Client Tax Manager - Watford 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
