Private Client Tax Compliance Manager

Private Client Tax Compliance Manager

£55,000 + Excellent Benefits | London | Hybrid Working

Are you an experienced Private Client Tax professional looking for more than just another compliance role? This is an opportunity to join a highly regarded, people‑focused practice where you'll have genuine ownership of your client portfolio, develop long‑term client relationships, and work alongside a supportive team that values your expertise and input. If you enjoy delivering exceptional client service, solving complex tax issues, and being trusted to manage your own workload, this could be the perfect next step.

The Role

You'll take responsibility for a varied portfolio of private clients, including high‑net‑worth individuals, directors, landlords, sole traders, trusts and partnerships. Acting as their trusted adviser, you'll oversee the full compliance process while providing proactive tax advice that adds real value. This is a role where you'll build lasting relationships with clients, become their first point of contact, and enjoy the autonomy to manage your portfolio with the support of experienced Partners and a collaborative team.

Your work will include:

• Managing the end‑to‑end Self Assessment compliance process
• Preparing and reviewing complex personal tax returns
• Advising clients on income tax, capital gains tax, investment and foreign income
• Managing partnership and trust tax returns
• Handling P11Ds, PSAs and HMRC correspondence
• Identifying tax planning opportunities, reliefs and allowances
• Supporting clients with residency matters, PAYE coding issues, capital gains calculations and inheritance tax considerations
• Working closely with Partners on more complex advisory matters
• Mentoring junior colleagues and contributing to the continued development of the tax team

About You

You already have a strong background in Private Client Tax Compliance gained within a UK accountancy practice and are confident managing your own client portfolio. We’re looking for someone who enjoys building trusted client relationships, communicates confidently, and takes pride in delivering a first‑class service.

You’ll ideally have:

• Significant UK private client tax compliance experience
• Experience managing a diverse portfolio independently
• Strong technical knowledge across personal tax
• Excellent organisational and client relationship skills
• ATT, CTA or be qualified by experience

Why Join?

This is an opportunity to become part of a well‑established and respected firm where quality client service comes first. You'll enjoy a varied portfolio, genuine autonomy, and the chance to broaden your technical knowledge while working with approachable Partners who are invested in your success.

In return, you’ll receive:

• Salary up to £55,000
• Hybrid and flexible working
• Excellent benefits package
• A supportive, collaborative team culture
• Exposure to interesting and varied private client work
• Clear opportunities for professional development and career progression

To find out more, contact John Corfield at Pro Tax on 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 your recruitment process enables you to present yourself in a way that makes you comfortable.