Private Client Tax Manager - Independent firm
Private Client Tax Manager - Independent firm

Private Client Tax Manager - Independent firm

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage complex personal tax matters for high-net-worth clients and provide expert advisory services.
  • Company: Dynamic independent firm in Central London with a collaborative culture.
  • Benefits: Very competitive salary, tailored training, and continuous professional development.
  • Why this job: Join a forward-thinking team and shape the future of private client tax advisory.
  • Qualifications: ACA, CTA, or ATT qualified with strong interpersonal skills and mentoring experience.
  • Other info: Clear progression opportunities and a supportive environment for career growth.

The predicted salary is between 36000 - 60000 £ per year.

An exciting opportunity has arisen to join a dynamic and growing Private Client Services team based in Central London. This role offers the chance to work with an elite client base, including high-net-worth individuals, wealthy families, entrepreneurs, and senior executives, advising on complex and rewarding personal tax matters. This is a pivotal role for an ambitious tax professional looking to develop their career within a forward-thinking and supportive firm.

As a Manager within this thriving Private Client team, you will be involved in a broad mix of compliance and advisory work, including:

  • Inheritance Tax and estate planning
  • Capital Gains Tax planning
  • Income tax planning
  • Offshore trusts and cross-border transactions

You will take ownership of key client relationships, ensuring exceptional service delivery while playing an active role in the continued growth and development of the team. The quality of work and client exposure offers a clear and genuine pathway for progression.

Why Join This Firm?

  • Work within a collaborative, innovative, and ambitious Private Client team
  • Clearly defined progression opportunities and long-term career development
  • Tailored training and continuous professional development
  • A stimulating environment where your technical expertise and ideas are genuinely valued

You will ideally have:

  • ACA, CTA and/or ATT qualification (or equivalent experience)
  • A background in private client tax (corporate tax experience also considered) within practice or industry
  • Strong interpersonal and client-facing skills
  • Experience mentoring junior team members and managing workloads effectively

If you’re looking to take the next step in your career with a firm offering high-quality work, strong progression, and a supportive culture, I’d be delighted to speak with you.

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 Tax Manager - Independent firm employer: Pro-Tax

Join a forward-thinking and supportive firm in Central London, where you will thrive in a collaborative environment that values your technical expertise and innovative ideas. With clearly defined progression opportunities and tailored training, this role as a Private Client Tax Manager offers a unique chance to work with an elite client base while enjoying a stimulating work culture that fosters personal and professional growth.
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Contact Detail:

Pro-Tax Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Manager - Independent firm

✨Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!

✨Show Off Your Skills

When you get the chance to meet potential employers, make sure to highlight your expertise in private client tax. Share specific examples of how you've tackled complex tax issues or improved client relationships. We want to see your passion and knowledge shine through!

✨Prepare for Interviews

Do your homework before any interview! Research the firm, understand their client base, and be ready to discuss how you can contribute to their success. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your interest.

✨Apply Through Our Website

Don’t forget to apply directly 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 with us directly. Let’s get you on board!

We think you need these skills to ace Private Client Tax Manager - Independent firm

Private Client Tax Advisory
Inheritance Tax Planning
Capital Gains Tax Planning
Income Tax Planning
Offshore Trusts
Cross-Border Transactions
Client Relationship Management
Interpersonal Skills
Mentoring
Workload Management
ACA Qualification
CTA Qualification
ATT Qualification
Technical Expertise

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Manager role. Highlight your qualifications like ACA, CTA, or ATT, and any relevant experience in private client tax to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how you can contribute to our dynamic team. Be genuine and let your personality come through.

Showcase Your Interpersonal Skills: Since this role involves managing key client relationships, make sure to highlight your strong interpersonal skills. Share examples of how you've successfully interacted with clients or mentored junior team members in the past.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Pro-Tax

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of private client tax matters, especially around inheritance tax, capital gains tax, and offshore trusts. Being able to discuss these topics confidently will show that you're not just qualified but genuinely interested in the role.

✨Showcase Your Client Skills

Since this role involves managing key client relationships, prepare examples of how you've successfully interacted with clients in the past. Highlight your interpersonal skills and any experience mentoring junior team members, as this will demonstrate your leadership potential.

✨Research the Firm

Take some time to understand the firm's culture, values, and recent developments in the private client sector. This will help you tailor your answers and show that you're genuinely interested in being part of their dynamic team.

✨Prepare Questions

Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client service or opportunities for professional development. It shows you're engaged and thinking about your future with them.

Private Client Tax Manager - Independent firm
Pro-Tax
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  • Private Client Tax Manager - Independent firm

    Full-Time
    36000 - 60000 £ / year (est.)
  • P

    Pro-Tax

    50-100
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