At a Glance
- Tasks: Deliver bespoke tax advisory solutions and lead client relationships for high-net-worth individuals.
- Company: A prestigious London practice with a century of expertise in private client services.
- Benefits: Competitive salary, performance bonuses, full CTA support, and a hybrid working model.
- Other info: Join a vibrant team with regular socials and networking opportunities.
- Why this job: Transition to a client-facing advisory role with rapid progression and impactful work.
- Qualifications: CTA qualified or student, with strong UK personal tax experience.
The predicted salary is between 55000 - 65000 £ per year.
Location: Central London (Hybrid - 3 days office / 2 days remote)
Salary: £55,000 - £65,000 + Performance Bonus + Full CTA Support
Job Type: Full-time, Permanent
Are you looking to transition out of baseline compliance and step into a genuinely client-facing, advisory-led seat? A premier, long-established London practice with a 100-year heritage is appointing a Private Client Tax Advisor to join its expanding Private Wealth division. This position stands out for its high advisory concentration: routine compliance is delegated and overseen, leaving you to focus on high-value strategic planning, cross-tax advisory, and direct client relationship management for HNW entrepreneurs, owner-managed businesses, and internationally mobile individuals.
Key Responsibilities
- Strategic Tax Planning: Deliver bespoke advisory solutions across IHT, CGT, non-domiciled tax structuring, residency, and personal/corporate tax interaction.
- Portfolio Ownership: Act as the main trusted advisor for an entrepreneurial HNW client base, leading client meetings and identifying proactive planning opportunities.
- Compliance Oversight: Review and oversee tax compliance completed by junior staff rather than preparing baseline returns.
- Cross-Disciplinary Work: Collaborate closely with the Corporate Tax division on complex transactional and OMB restructuring projects.
- Practice Growth: Participate in business development, professional networking, and client acquisition initiatives (supported by generous bonus incentives).
About You
- Qualifications: CTA qualified, or CTA student (full financial and study leave support provided).
- Experience: Strong background in UK personal tax gained within practice, with exposure to HNWIs and owner-managed business structures.
- Skills: Commercial mindset, exceptional communication skills, and the confidence to lead client meetings and build long-term advisory relationships.
- Aspiration: Motivated to move away from heavy compliance delivery into a pure advisory role with rapid progression prospects.
What's on Offer
- Competitive Package: Base salary £55,000 - £65,000 (dependent on experience) + performance bonus + business development incentives.
- Full CTA Support: Comprehensive study funding, tuition courses, and paid study leave.
- Agile Culture: Modern hybrid working arrangement (3 days office / 2 days remote).
- Vibrant Environment: Highly collaborative team of ~60 staff featuring regular socials, rooftop gatherings, and industry networking events.
How to Apply
For a confidential discussion or to request a full job specification, please contact Kate Green.
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 in London employer: Pro-Tax Recruitment Careers
As a Senior Tax Manager in our market-leading Tax team based in London, you will thrive in a dynamic and inclusive work culture that prioritises employee growth and development. With competitive benefits including a generous salary, car allowance, and bonus structure, we empower our team members to excel while working on high-profile engagements in the fast-paced Banking and Capital Markets sector. Join us to be part of a collaborative environment where your expertise will shape the future of tax advisory for influential financial services clients.
Contact Details:
Pro-Tax Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Pro-Tax Recruitment Careers, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Pro-Tax Recruitment Careers's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Pro-Tax Recruitment Careers. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Pro-Tax Recruitment Careers!
How to prepare for a job interview at Pro-Tax Recruitment Careers
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Pro-Tax Recruitment Careers.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Pro-Tax Recruitment Careers. It helps to show our commitment!
