Job Description
Private Client Tax Manager – London
London | Full-Time | Hybrid & Flexible Working | Competitive Salary + Benefits
Keywords: Private Client Tax Manager, Personal Tax Manager, Private Client Tax, HNW Tax, High Net Worth, Capital Gains Tax, Inheritance Tax, Trusts, Family Investment Companies, Estate Planning, Succession Planning, CTA, Tax Manager, Accountancy Practice, London
We're recruiting an experienced Private Client Tax Manager to join a growing accountancy practice in London.
This is an excellent opportunity for a CTA-qualified tax professional with strong HNW private client experience who is looking for a senior, client-facing position combining personal tax compliance, advisory, wealth structuring and team leadership.
You'll manage a complex portfolio of private clients, act as a trusted adviser and provide commercially focused advice across a broad range of personal and family tax matters.
Key Responsibilities
- Manage a portfolio of HNW individuals and private clients
- Act as the principal contact for clients, overseeing personal tax compliance
- Review and oversee Self Assessment and personal tax returns
- Provide strategic advice on tax planning and wealth structuring
- Advise on Capital Gains Tax and Inheritance Tax
- Provide advice on changing IHT rules affecting pensions and businesses
- Advise on Family Investment Companies
- Support the implementation and winding up of family trusts
- Assist clients with succession planning and family business governance
- Work with financial advisers on wealth preservation and growth strategies
- Coordinate with internal tax and audit teams and external professional advisers
- Identify tax planning and business development opportunities
- Lead personal tax compliance and advisory projects
- Identify and manage tax risks while maintaining high professional standards
Team Leadership
- Mentor and develop junior members of the Private Client Tax team
- Review work and provide technical guidance and feedback
- Support training and professional development
- Assist with monitoring productivity, billing and team performance
- Contribute to improving technical quality and efficiency across the team
About You
- CTA qualified with extensive UK private client tax experience
- Strong experience advising HNW individuals
- Excellent technical knowledge of UK personal taxation
- Good understanding of CGT, IHT, trusts and estates
- Awareness of succession planning and family business issues
- Experience managing a complex client portfolio
- Strong advisory and tax planning capability
- Commercially minded with excellent judgement around tax risk
- Proven experience mentoring and developing junior team members
- Excellent communication and client relationship skills
- Proactive, professional and confident dealing with complex client matters
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits
- High-quality HNW private client portfolio
- Strong mix of compliance and advisory work
- Exposure to trusts, estates and wealth structuring
- Leadership and mentoring responsibilities
- Professional development and training
- Clear career progression
- Supportive and collaborative working environment
Location
London
Commutable from Essex, Hertfordshire, Surrey, Kent, Buckinghamshire and surrounding areas, with hybrid working available.
Apply today for a confidential discussion with Jack Wood on or .
Private Client Tax Manager - London employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
