Private Client Tax Professional
£80,000 + Excellent Benefits | London | Hybrid Working Advise high-net-worth individuals. Deliver strategic tax planning. Build lasting client relationships. A specialist accountancy and tax advisory practice is looking for a Private Client Tax Professional to join its established team, advising high-net-worth individuals, families and internationally connected clients. This is an excellent opportunity to combine technical tax expertise with proactive advisory work, helping clients protect their wealth, manage complex tax affairs and plan for the future.
The role
You will manage a varied portfolio of private clients, taking responsibility for compliance while identifying opportunities to deliver added value through tax planning. Key responsibilities will include:
- Managing personal tax compliance and client relationships.
- Advising on income tax, capital gains tax and inheritance tax planning.
- Supporting wealth structuring, succession planning and family wealth preservation.
- Working on trust and estate-related matters.
- Advising internationally connected individuals on their UK tax affairs.
- Collaborating with colleagues and external advisers to deliver joined-up solutions.
About you
You will have strong UK private client tax experience, ideally within an accountancy practice, and be confident managing client relationships and delivering clear, practical advice. CTA qualified candidates are preferred, although those with equivalent relevant experience will also be considered. Experience with high-net-worth individuals, trusts, estates or international tax matters would be advantageous.
Why consider this opportunity?
With a salary of £80,000 plus excellent benefits and hybrid working, this role offers varied advisory exposure, close client relationships and the opportunity to develop your expertise within a specialist 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.
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Private Client Tax Professional in City of London employer: Pro-Tax
Pro-Tax is an exceptional employer, offering a dynamic work culture in the heart of London that fosters collaboration and professional growth. As a Corporate Tax Assistant Manager, you will benefit from exposure to high-profile clients and a supportive team environment, alongside comprehensive training and development opportunities that align with a Big 4 career pathway.
