At a Glance
- Tasks: Lead complex tax advisory for high-net-worth clients and family offices.
- Company: Join a Top 10 accountancy firm with a collaborative and inclusive culture.
- Benefits: Competitive salary, flexible working, health insurance, and strong career progression.
- Other info: Exciting growth stage with clear pathways to leadership roles.
- Why this job: Make a real impact in a growing team while enjoying work-life balance.
- Qualifications: ACA/CTA qualified with experience in private client tax advisory.
The predicted salary is between 85000 - 98000 € per year.
I'm partnering with a Top 10 accountancy practice that's investing heavily in its Family Office offering and is now looking to appoint an exceptional Private Client Tax Senior Manager to join the team at a genuinely exciting point in its growth.
This Private Client Tax Senior Manager role offers something rare in the current market: elite-level private client advisory work, a genuinely positive and inclusive culture, and a clear long-term future within a highly respected, partner-led firm.
As a Private Client Tax Senior Manager, you'll work closely with Partners on complex matters for HNW/UHNW individuals, trustees, executors and family offices, while benefiting from the structure, brand and progression opportunities of a national Top 10 firm.
The Opportunity - Private Client Tax Senior Manager
This Private Client Tax Senior Manager position sits within a fast-growing Family Office team, advising on sophisticated UK and international private client matters. You'll take ownership of a high-quality portfolio and act as a trusted adviser, while also shaping the team's future through mentoring and business development.
Typical Private Client Tax Senior Manager responsibilities include:
- Advising family offices, trusts, estates and HNW/UHNW individuals
- Leading on complex personal tax, trust and estate planning
- Portfolio oversight including billing, WIP and delivery standards
- Supporting Partners with advisory projects and strategic new work
- Coaching and developing Managers and Assistants
Why this Private Client Tax Senior Manager role stands out
- True Family Office exposure without moving into a niche boutique
- A clearly defined pathway to Director / Partner
- Strong emphasis on advisory quality, not just chargeable hours
- Flexible and hybrid working fully embedded in the culture
- An award-winning, collaborative firm at a particularly exciting stage of growth
This is a Private Client Tax Senior Manager role designed for someone who wants influence, visibility and progression - without compromising balance or values.
About You
This role would suit a Private Client Tax Senior Manager who:
- Is ACA and/or CTA qualified
- Is already operating at Private Client Tax Senior Manager level
- Brings strong advisory capability (trusts essential; estates desirable)
- Is confident managing senior stakeholders and complex client relationships
- Has ambition to progress within a supportive, high-calibre environment
Package
- £85,000 - £98,000 (depending on experience)
- 25 days' holiday + bank holidays
- Hybrid & flexible working
- Private medical insurance (eligibility applies)
- Life assurance, financial coaching & mortgage advice
- Strong pension and lifestyle benefits
- Clear, supported progression for Private Client Tax Senior Managers
Firm Overview
The firm is part of a Top 10 international group, combining a partner-led, relationship-driven ethos with the scale, stability and resource of a large organisation. Diversity, inclusion, flexibility and long-term career development are integral to how they operate.
Interested?
For a confidential conversation about this Private Client Tax Senior Manager - Family Office opportunity, please contact: Kate Green. Early conversations are encouraged, given the seniority and profile of this hire.
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.
Elite Private Client Tax Senior Manager — Family Office in London employer: Taxation
Join a Top 10 accountancy practice that prioritises elite-level private client advisory work within a supportive and inclusive culture. With a strong emphasis on professional growth, this role offers clear pathways to leadership positions while enjoying the benefits of hybrid working and a collaborative environment. Experience the unique opportunity to influence the future of the Family Office team while working with high-net-worth clients in the heart of Central London.
StudySmarter Expert Advice🤫
We think this is how you could land Elite Private Client Tax Senior Manager — Family Office in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their values and how they align with yours. This will help you not only answer questions but also ask insightful ones that show you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the Private Client Tax Senior Manager role. Highlight your advisory skills and any relevant projects you've led, as this will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Elite Private Client Tax Senior Manager — Family Office in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Senior Manager role. Highlight your advisory capabilities and any relevant experience with HNW/UHNW clients to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you the perfect fit for our Family Office team. Be genuine and let your personality come through.
Showcase Your Achievements:When detailing your past roles, focus on your achievements rather than just responsibilities. Use metrics where possible to demonstrate your impact, especially in areas like portfolio management and client advisory work.
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 Taxation
✨Know Your Stuff
Make sure you brush up on the latest trends in private client tax, especially around trusts and estates. Familiarise yourself with the firm's recent projects and how they align with your expertise. This will show that you're not just interested in the role but also invested in the firm's growth.
✨Showcase Your Advisory Skills
Prepare to discuss specific examples where you've successfully advised HNW/UHNW clients or managed complex tax matters. Highlight your ability to build relationships with senior stakeholders and how you've navigated challenging situations in the past.
✨Emphasise Team Collaboration
This role is all about working closely with partners and mentoring others. Be ready to share experiences where you've collaborated effectively within a team or coached junior staff. It’s important to demonstrate that you can contribute to a positive and inclusive culture.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the firm’s values and future direction. Inquire about their approach to business development and how they support career progression for Private Client Tax Senior Managers. This shows your genuine interest in being part of their journey.
