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- Tasks: Lead a portfolio of high-profile clients, providing bespoke tax and estate advice.
- Company: Exclusive boutique tax consultancy in central London with a supportive culture.
- Benefits: Competitive salary, hybrid working, and clear progression to director-level opportunities.
- Why this job: Make a real impact on complex estates while mentoring and leading a talented team.
- Qualifications: CTA, ACA, or TEP qualified with senior-level experience in private client tax.
- Other info: Diverse and inclusive workplace welcoming applicants from all backgrounds.
The predicted salary is between 85000 - 90000 ÂŁ per year.
An exclusive boutique tax and accounting consultancy in central London is looking for a Senior Manager to join its elite Private Client team. This is a high‑profile role working with UK and international HNWIs, family offices, and trustees, providing strategic advice that directly shapes complex estates and wealth structures.
Why this role matters
- Lead a portfolio of sophisticated clients, delivering both compliance and bespoke advisory solutions
- Work on trusts, estates, personal tax, and IHT planning at the forefront of private client practice
- Collaborate with directors and senior team members to provide strategic guidance on multi‑jurisdictional matters
- Influence the growth of the team through mentoring and leadership
Who we’re looking for
- CTA, ACA, or TEP qualified
- Proven senior‑level experience in private client tax, trusts, and estates
- Exceptional technical expertise and commercial acumen
- Strong relationship management skills and ability to explain complex tax clearly
- Ambitious, collaborative, and committed to career progression
What’s on offer
- Exposure to high‑value, sophisticated clients and complex multi‑jurisdictional planning
- Hybrid working and a supportive, professional culture
- Competitive salary and benefits, with clear progression to director‑level opportunities
Apply in confidence: John Corfield - john.corfield@pro-tax.co.uk
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 Senior Manager - Tax, Trusts & Estates employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Manager - Tax, Trusts & Estates
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to private client services and think about how your experience aligns with their needs. This will help you stand out as someone who’s genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in tax, trusts, and estates clearly and confidently. Use examples that showcase your technical expertise and relationship management skills, as these are key for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Client Senior Manager - Tax, Trusts & Estates
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Senior Manager role. Highlight your experience in tax, trusts, and estates, and don’t forget to showcase your qualifications like CTA, ACA, or TEP. 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 with HNWIs and how your previous roles have prepared you for this position. We love seeing genuine enthusiasm and a clear understanding of the role.
Showcase Your Relationship Management Skills: In this role, strong relationship management is key. Make sure to include examples of how you've successfully managed client relationships in the past. We want to know how you can explain complex tax matters clearly and effectively!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge around tax, trusts, and estates. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and experience in the field.
✨Showcase Your Client Management Skills
Prepare examples that highlight your relationship management skills. Think about how you've successfully communicated complex tax issues to clients in the past, and be ready to explain your approach to building trust with high-net-worth individuals.
✨Demonstrate Leadership Potential
Since this role involves mentoring and leading a team, come prepared with examples of how you've influenced others or contributed to team growth. Discuss any leadership experiences you have, even if they were informal, to show your ambition and collaborative spirit.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to multi-jurisdictional matters and their vision for the Private Client team. This not only shows your interest in the role but also your strategic thinking and understanding of the industry.
