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: Diversity and inclusion are core values; all backgrounds are encouraged to apply.
- Why this job: Gain elite-level experience in a growing Family Office team with real influence.
- Qualifications: ACA/CTA qualified with strong advisory skills and client management experience.
The predicted salary is between 54000 - 66000 £ 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 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 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 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 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 role is 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. 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 Senior Manager - Family Office in London employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Family Office in London
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We think you need these skills to ace Private Client Senior Manager - Family Office in London
Some tips for your application 🫡
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Research and Reflect:Before hitting that 'apply' button on Taxation's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Taxation
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Taxation.
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