Private Client Tax Manager/Director in England
Private Client Tax Manager/Director

Private Client Tax Manager/Director in England

England Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
ProTalent Limited

At a Glance

  • Tasks: Manage a diverse portfolio of private clients, trusts, and estates while delivering advisory services.
  • Company: Established independent accountancy firm in Brighton with a supportive culture.
  • Benefits: Competitive salary, hybrid working, and clear progression opportunities.
  • Other info: Opportunity to develop business relationships and contribute to firm growth.
  • Why this job: Join a growing team and take your career to Director/Partner level.
  • Qualifications: ATT/CTA qualified or ACA/ACCA with relevant tax experience.

The predicted salary is between 55000 - 65000 £ per year.

A well established, independent accountancy firm in Brighton is looking to appoint an ambitious Private Client Tax Manager or Director to join our growing team. This is an excellent opportunity for an experienced tax professional who is looking to take the next step in their career within a supportive and forward-thinking practice.

The role would suit someone with strong personal tax experience, ideally ATT and/or CTA qualified, although we would also consider ACA/ACCA qualified individuals with relevant tax exposure and a genuine desire to specialise further in private client work. This is more than a compliance-focused position. Alongside managing a varied portfolio of private clients, trusts and estates, you will play an active role in delivering advisory work, developing long-term client relationships, identifying opportunities to add value, and supporting the continued growth of the firm. It is an ideal opportunity for someone who is motivated by a clear route towards Director/Partner level.

Key Responsibilities
  • Managing a portfolio of private clients, trusts and estates, ensuring a high standard of client service at all times
  • Reviewing and preparing:
  • Self-assessment tax returns
  • Partnership tax returns
  • Capital gains tax returns
  • Trust and estate tax returns
  • Annual trust accounts
  • Overseeing the day-to-day administration of trusts, including cashbooks, tax payments, beneficiary distributions and trustee correspondence
  • Registering new trusts and estates via the Trust Registration Service
  • Managing and submitting quarterly MTD for ITSA returns
  • Supporting clients with HMRC disclosures, correspondence and enquiries
  • Preparing holdover elections and inheritance tax forms for trusts
  • Working closely with the Directors on technical research and the preparation of bespoke tax advice for clients
  • Advising clients on a range of private client tax matters, identifying planning opportunities and delivering practical, commercially aware solutions
  • Taking a proactive approach to client relationships, acting as a trusted adviser and identifying opportunities to broaden service lines
  • Supporting the development of junior team members through review, coaching and day-to-day guidance
  • Managing WIP, billing and recovery in a timely and commercial manner
  • Advisory, Business Development & Growth Focus

    As part of this role, you will also be encouraged to contribute beyond the core compliance work by:

    • Building strong, long-term relationships with clients and becoming a key point of contact
    • Identifying advisory opportunities across the portfolio, including tax planning, succession planning and wider private client matters
    • Supporting the Directors with new business activity and helping convert opportunities into ongoing client relationships
    • Networking with local professional contacts, intermediaries and referrers to raise your profile and that of the firm
    • Contributing to the firm's growth strategy through business development, cross-selling and spotting opportunities to add value to existing clients
    • Playing an active role in shaping your own progression, with the opportunity to develop towards a Director/Partner position
    About You

    We are looking for someone who is technically capable, commercially minded and keen to build a long-term career in private client tax. You will ideally have:

    • ATT and/or CTA qualification, or ACA/ACCA with relevant private client tax experience
    • Experience managing a portfolio of personal tax and/or trust clients within practice
    • Strong technical knowledge across private client tax compliance, with exposure to advisory work an advantage
    • Excellent communication skills, both written and verbal
    • A proactive and client-focused approach
    • The ability to build credibility with clients and colleagues alike
    • Commercial awareness and an interest in developing business relationships
    • Ambition to progress your career and take on increasing responsibility over time
    What We Offer
    • Extremely competitive salary
    • Hybrid working, with up to 2 days per week from home following probation
    • A genuine opportunity to broaden your advisory exposure
    • Clear progression potential within a growing firm for someone aspiring to Director/Partner level

    Private Client Tax Manager/Director in England employer: ProTalent Limited

    Join a well-established, independent accountancy firm in Brighton that prioritises employee growth and development. With a supportive work culture and a clear pathway to Director/Partner level, this role offers competitive salaries and hybrid working options, allowing you to balance your professional ambitions with personal commitments. Be part of a forward-thinking team where your contributions to client relationships and advisory work are valued, making it an excellent place for ambitious tax professionals to thrive.
    ProTalent Limited

    Contact Detail:

    ProTalent Limited Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Private Client Tax Manager/Director in England

    ✨Tip Number 1

    Network like a pro! Get out there and connect with people in the industry. Attend local events, join professional groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!

    ✨Tip Number 2

    Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your personal tax experience and any advisory work you've done. This is your moment to shine and demonstrate how you can add value to their team.

    ✨Tip Number 3

    Be proactive in your job search! Don’t just wait for job postings to appear. Reach out directly to firms you admire, like ours at StudySmarter, and express your interest. A well-timed email can sometimes lead to opportunities that aren’t even advertised yet.

    ✨Tip Number 4

    Keep learning and growing! Stay updated on the latest trends in private client tax and consider taking additional courses or certifications. This not only boosts your CV but also shows potential employers that you’re committed to your professional development.

    We think you need these skills to ace Private Client Tax Manager/Director in England

    Personal Tax Experience
    ATT Qualification
    CTA Qualification
    ACA Qualification
    ACCA Qualification
    Portfolio Management
    Tax Compliance
    Advisory Skills
    Client Relationship Management
    Technical Knowledge in Private Client Tax
    Communication Skills
    Commercial Awareness
    Business Development
    Proactive Approach

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager/Director role. Highlight your personal tax experience and any relevant qualifications like ATT, CTA, ACA, or ACCA. We want to see how you can bring value to our team!

    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 your background makes you a great fit for our firm. Don’t forget to mention your ambition to progress towards Director/Partner level – we love seeing that drive!

    Showcase Your Advisory Skills: Since this role isn’t just about compliance, make sure to highlight any advisory work you've done. Talk about how you've built client relationships and identified planning opportunities. We’re looking for someone who can think outside the box and add real value to our clients.

    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, it shows you’re keen to join our forward-thinking practice!

    How to prepare for a job interview at ProTalent Limited

    ✨Know Your Tax Stuff

    Make sure you brush up on your personal tax knowledge, especially around self-assessment and trusts. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your expertise and confidence in the field.

    ✨Show Your Advisory Skills

    This role isn't just about compliance; it's about advisory work too. Prepare examples of how you've identified planning opportunities for clients in the past. Think about how you can add value beyond the basics and be ready to share those insights during the interview.

    ✨Build Rapport

    Since client relationships are key, practice how you'll build rapport with potential clients. Think of ways to demonstrate your communication skills and how you can become a trusted adviser. Maybe even role-play some scenarios with a friend to get comfortable.

    ✨Be Ambitious and Forward-Thinking

    The firm is looking for someone who wants to progress towards a Director/Partner level. Share your career aspirations and how you see yourself contributing to the firm's growth. Show that you're not just looking for a job, but a long-term career path.

    Private Client Tax Manager/Director in England
    ProTalent Limited
    Location: England

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