Private Client Tax Manager

Private Client Tax Manager

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Solve complex tax issues for high-net-worth individuals and family trusts.
  • Company: Leading advisory boutique firm with a thriving Private Client practice.
  • Benefits: Hybrid working, personal coaching, and a clear path to Senior Manager.
  • Why this job: Make a real impact while developing your skills in a supportive environment.
  • Qualifications: CTA or ATT-qualified with experience in tax advisory.
  • Other info: Collaborative culture with access to interesting and complex work.

The predicted salary is between 43200 - 72000 £ per year.

Do you enjoy solving HNWI tax issues? We are working with a leading advisory boutique firm with a thriving Private Client practice. We are looking for an ambitious CTA or ATT-qualified Manager to support their ongoing growth.

You will take ownership of a diverse portfolio — HNWIs, entrepreneurs, family trusts, with UK and US issues. They pride themselves in delivering technically excellent advice with really solid, but safe impact. We think they offer a really interesting and positive personal development opportunity. This is a predominantly advisory role.

You will work closely with Partners and Directors, mentor junior colleagues, and help identify new opportunities for clients. In return, you will benefit from a clearly defined path to Senior Manager and beyond, with personal coaching and mentorship tailored to your own ambitions.

The firm offers hybrid working, a genuinely collaborative culture, and the scale to give you access to complex, interesting work — without losing the partner-led, personal touch our clients value. If you are ready to broaden your technical expertise and help shape a growing practice, we would love to hear from you.

Private Client Tax Manager employer: SpringLeaf Search

Join a leading advisory boutique firm that excels in providing technically excellent tax advice to high-net-worth individuals and family trusts. With a strong focus on personal development, you will have access to tailored mentorship and a clear path for career progression, all within a collaborative culture that values both professional growth and a personal touch in client relationships. Enjoy the flexibility of hybrid working while tackling complex and interesting challenges in a supportive environment.
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Contact Detail:

SpringLeaf Search Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. Attend events or webinars related to private client tax to meet potential employers and showcase your expertise.

✨Tip Number 2

Prepare for interviews by brushing up on your technical knowledge. Since this role involves HNWI tax issues, be ready to discuss specific cases or scenarios you've handled. Show them you can deliver that technically excellent advice they pride themselves on!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.

✨Tip Number 4

Check out our website for job openings! We often have exclusive listings that might not be found elsewhere. Plus, applying through us gives you a better chance of landing that dream role with a firm that values personal development.

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

CTA or ATT qualification
Tax Advisory Skills
Knowledge of HNWI tax issues
Portfolio Management
Mentoring Skills
Client Relationship Management
Technical Tax Expertise
Understanding of UK and US tax issues
Business Development Skills
Collaboration Skills
Personal Development Focus
Adaptability to Hybrid Working

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 CTA or ATT qualifications and any relevant experience with HNWIs, family trusts, or cross-border tax issues.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about solving HNWI tax issues. Share specific examples of how you've delivered technically excellent advice in the past and how you can contribute to our collaborative culture.

Showcase Your Mentoring Skills: Since this role involves mentoring junior colleagues, be sure to mention any previous experience you have in coaching or guiding others. We love seeing candidates who are keen to help others grow!

Apply Through Our Website: We encourage you to apply directly 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 from us!

How to prepare for a job interview at SpringLeaf Search

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of HNWI tax issues, especially those related to UK and US regulations. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax situations.

✨Show Your Advisory Skills

Since this role is predominantly advisory, think about examples from your past where you've provided excellent advice to clients. Highlight how you’ve helped clients identify new opportunities or solved their tax problems effectively.

✨Demonstrate Leadership Potential

As you'll be mentoring junior colleagues, be ready to talk about your leadership style. Share experiences where you've guided others or taken ownership of projects, showcasing your ability to lead and inspire.

✨Emphasise Cultural Fit

This firm values a collaborative culture, so be sure to express your enthusiasm for teamwork. Discuss how you’ve worked in collaborative environments before and how you can contribute to maintaining that positive atmosphere.

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