At a Glance
- Tasks: Advise entrepreneurs on personal and business tax matters while managing client relationships.
- Company: A growing accountancy firm with a focus on owner-managed businesses.
- Benefits: £80,000 salary, excellent benefits, hybrid working, and career development opportunities.
- Other info: Supportive environment with opportunities for mentorship and professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: ACA or CTA qualified with strong UK personal tax knowledge.
The predicted salary is between 54000 - 66000 £ per year.
£80,000 + Excellent Benefits | London | Hybrid Working
Advise entrepreneurs. Build trusted relationships. Take the next step in your leadership career.
Working with business owners means understanding how their personal wealth, business ambitions and family priorities connect. This opportunity puts you at the heart of those conversations.
A growing accountancy firm is looking for a Private Client Tax Manager to join its expanding team, advising owner-managed businesses and their shareholders. With continued growth and recent acquisitions, the firm offers an excellent opportunity to broaden your advisory experience, build lasting client relationships and contribute to the development of its private client offering.
You will manage a varied portfolio of entrepreneurial clients, combining oversight of personal tax compliance with proactive, commercially focused advice on the decisions that matter most to them.
The role
- As a trusted adviser to your clients, you will identify planning opportunities and deliver clear, commercially relevant solutions.
- Your responsibilities will include managing client relationships and overseeing personal tax compliance.
- Advising on the interaction between business and personal taxation, including tax-efficient profit extraction.
- Supporting clients with employee incentives, tax-advantaged share schemes and EIS matters.
- Advising on succession planning, wealth structuring and family business governance.
- Collaborating with corporate tax, audit and external advisers to deliver coordinated, holistic advice.
- Reviewing work, mentoring junior colleagues and contributing to the team's commercial success.
About you
You will be ACA or CTA qualified, with strong UK personal tax knowledge and substantial mixed tax experience, particularly working with high-net-worth individuals and owner-managed businesses. You will be confident managing client relationships, identifying advisory opportunities and explaining complex tax matters in a clear, accessible way. You will enjoy working closely with entrepreneurs and helping them make informed decisions about their businesses, wealth and long-term plans. Experience in trusts and estates would be advantageous.
Why consider this opportunity?
With a salary of £80,000 plus excellent benefits, hybrid working and exposure to a diverse range of advisory matters, this role offers the chance to work closely with entrepreneurial clients while developing your technical expertise and leadership capabilities. Joining an expanding practice also provides the opportunity to play a meaningful role in the continued growth of its private client offering and progress your career in a supportive, commercially focused environment.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Manager - Owner Managed Business in London employer: Pro‑Recruitment Group
As a leading specialist tax team in Reading, we pride ourselves on fostering a dynamic work culture that values diversity and inclusion. Our commitment to employee growth is evident through tailored development opportunities and a collaborative environment where your expertise in Capital Allowances can thrive. Join us to not only advance your career but also to make a meaningful impact within a supportive team dedicated to excellence in client service.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Owner Managed Business in London
✨Tap into Campus Networks
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✨Get Certified
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We think you need these skills to ace Private Client Tax Manager - Owner Managed Business in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro‑Recruitment Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pro‑Recruitment Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pro‑Recruitment Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro‑Recruitment Group.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pro‑Recruitment Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pro‑Recruitment Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
