At a Glance
- Tasks: Advise high-net-worth clients on tax compliance and estate planning.
- Company: Join a Top 10 accountancy firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, and extensive professional development.
- Other info: Collaborative environment with clear career progression opportunities.
- Why this job: Gain meaningful exposure to advisory work and build client relationships.
- Qualifications: ACA/CTA qualified with private client tax experience.
The predicted salary is between 70000 - 85000 £ per year.
I'm working closely with a Top 10 accountancy and advisory firm that is continuing to grow its Family Office and Private Client practice, and is now looking to appoint a talented Private Client Tax Manager.
This is an excellent opportunity for a Private Client Tax Manager seeking greater exposure to advisory work, high-quality clients and a genuinely supportive, partner-led culture - without needing to step into a niche boutique.
As a Private Client Tax Manager, you'll join a well-established and expanding Family Office team, working with HNW/UHNW individuals, families, trusts and estates. The role combines strong technical exposure with client relationship management and clear progression toward Senior Manager.
Key responsibilities for the Private Client Tax Manager include:
- Advising family offices, trusts, estates and private clients
- Managing personal tax compliance and advisory work
- Supporting trust and estate planning projects
- Oversight of portfolio management, billing and WIP
- Developing relationships with clients and internal stakeholders
- Coaching and supporting junior team members
Why this Private Client Tax Manager role stands out:
- Meaningful Family Office exposure within a Top 10 firm
- Advisory-led work alongside experienced Partners
- Clear and achievable career progression to Senior Manager
- Hybrid and flexible working embedded into the culture
- Collaborative, inclusive environment with low attrition
This is a Private Client Tax Manager role designed for someone who wants to deepen their advisory experience while continuing to develop technically and commercially.
About You:
This role would suit a Private Client Tax Manager who:
- Is ACA and/or CTA qualified
- Has experience in private client tax within practice
- Has exposure to trusts (estates experience desirable)
- Enjoys client interaction and relationship management
- Is ambitious but values balance, culture and quality of work
Package:
- £70,000 - £85,000 base salary (depending on experience)
- 25 days' holiday + bank holidays
- Hybrid & flexible working
- Private medical insurance (eligibility applies)
- Life assurance, financial coaching & mortgage advice
- Strong pension and lifestyle benefits
- Defined progression framework and ongoing development
The firm is part of a Top 10 international group, combining a partner-led, relationship-driven ethos with the scale and infrastructure of a large organisation. Diversity, inclusion, flexibility and long-term career development are central to how they operate.
For a confidential discussion about this Private Client Tax Manager - Family Office opportunity, 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 Manager - Family Office in London employer: Pro-Tax Recruitment
Join a dynamic team in Newcastle as a Private Client Tax Assistant Manager, where you will enjoy a supportive work culture that prioritises employee development and offers competitive benefits. With opportunities for professional growth and a focus on work-life balance through hybrid working arrangements, this role is perfect for those looking to make a meaningful impact in tax compliance and advisory for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Manager - Family Office in London
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We think you need these skills to ace Private Client Manager - Family Office 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-Tax Recruitment.
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How to prepare for a job interview at Pro-Tax Recruitment
✨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-Tax Recruitment.
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