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For Companies At a Glance
- Tasks: Manage personal tax compliance and advisory work for high-net-worth clients.
- Company: Top 10 accountancy and advisory firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, medical insurance, and strong pension benefits.
- Other info: Inclusive environment with a focus on career development and work-life balance.
- Why this job: Gain meaningful exposure to family offices and clear progression to Senior Manager.
- Qualifications: ACA/CTA qualified with private client tax experience and strong client relationship skills.
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.
The Opportunity
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
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 employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager - Family Office
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. Building relationships can open doors that a CV just can’t.
✨Ace the Informational Interview
If you can, set up informal chats with professionals in the field. This isn’t a job interview, but a chance to learn more about the role and the company culture. Plus, it shows your genuine interest and can lead to referrals down the line!
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your skills and experiences that align with the Private Client Tax Manager role. Bring examples of your work or case studies that demonstrate your advisory capabilities and client management skills.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Private Client Manager - Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience with HNW/UHNW clients, tax compliance, and advisory work. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in a Family Office environment and how you can contribute to our supportive culture. Keep it engaging and personal!
Showcase Your Technical Skills: Don’t forget to highlight your ACA/CTA qualifications and any relevant experience with trusts and estates. We’re keen on seeing your technical expertise, so make sure it stands out in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to private client tax, trusts, and estates. Familiarise yourself with recent changes in tax legislation that could impact high-net-worth individuals. This will show your potential employer that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Since this role involves a lot of client interaction, be prepared to discuss your experience in managing client relationships. Think of specific examples where you've successfully advised clients or resolved issues. This will demonstrate your ability to build trust and rapport, which is crucial for a Private Client Tax Manager.
✨Emphasise Team Collaboration
Highlight your experience in coaching and supporting junior team members. Talk about how you’ve contributed to a collaborative environment in previous roles. This aligns well with the firm's culture and shows that you value teamwork, which is essential in a Family Office setting.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to family office services and their vision for the future. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values. It’s a win-win!