At a Glance
- Tasks: Provide strategic tax advice to entrepreneurial clients and manage diverse portfolios.
- Company: Forward-thinking accountancy firm known for high-quality services.
- Benefits: Competitive salary, excellent benefits, and hybrid working options.
- Other info: Mentorship opportunities and commitment to diversity in the workplace.
- Why this job: Join a growing team and make a real impact on clients' financial success.
- Qualifications: ACA or CTA qualified with extensive mixed tax experience.
The predicted salary is between 51750 - 63250 £ per year.
Our client is a forward-thinking accountancy firm renowned for delivering high-quality tax, consulting and audit services to privately owned and entrepreneurial businesses. Due to continued growth and recent acquisitions, our client is seeking an experienced Private Client Tax Manager to join its expanding team, with a particular focus on Owner-Managed Businesses (OMBs) and their shareholders.
This is an excellent opportunity for a technically strong and commercially minded tax professional to become a trusted adviser to a portfolio of entrepreneurial clients. You will provide strategic advice across personal and business tax, helping clients navigate complex compliance, tax planning, wealth structuring and succession matters.
As a key point of contact, you will manage a diverse portfolio of OMB clients, overseeing personal tax compliance while identifying opportunities for proactive planning and advisory work. You will work closely with corporate tax, audit and other internal teams, as well as external advisers, to deliver a joined-up service tailored to each client's needs.
Your technical responsibilities will include advising on shareholder and business tax interactions, tax-efficient extraction strategies, employee incentives and tax-advantaged share schemes, EIS matters, succession planning and family business governance. Experience of trusts and estates would also be advantageous.
You will also play an important leadership role, mentoring and developing junior team members, reviewing work for quality and accuracy, and supporting the wider management team with productivity, billing and performance objectives.
The ideal candidate will be ACA or CTA qualified with extensive mixed tax experience, particularly across HNWIs and OMBs. You will have strong UK personal tax knowledge, excellent client management skills and a commercially focused approach to identifying planning opportunities.
If you are looking for a role where you can combine technical expertise, client relationships and commercial insight within a growing and entrepreneurial practice, then we would be delighted to hear from you.
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 OMB 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 OMB 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 OMB 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!
