At a Glance
- Tasks: Manage a diverse portfolio of private clients, trusts, and estates while delivering advisory work.
- 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 towards Director/Partner level in a dynamic environment.
- Why this job: Join a growing team and make a real impact in private client tax.
- Qualifications: ATT/CTA qualified or ACA/ACCA with relevant tax experience.
The predicted salary is between 60000 - 80000 £ 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
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
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
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 London employer: ProTalent
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 and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager/Director in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as ProTalent, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager/Director in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch ProTalent's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at ProTalent. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at ProTalent!
How to prepare for a job interview at ProTalent
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for ProTalent.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within ProTalent. It helps to show our commitment!
