If you're a private client tax specialist looking for a role with real depth (HNW individuals, trustees, executors, complex structures) and a firm that will invest in where your career goes next, this is worth a serious look.
Why this firm
Private client work is genuinely part of this firm's DNA: it's an area they've been recognised in the top 10 nationally for eight years running, and the team you'd be joining has grown substantially under strong leadership with a clear ambition to be the best in the country at what it does. The wider business is a top 20 UK accountancy firm with a multi-decade history and significant recent growth, both organically and via acquisition, but it has deliberately kept the feel of a firm that knows its people and invests in them individually. You'll get mentorship from senior leadership, personal coaching mapped to your own aspirations (including, if that's the goal, a genuine route to Director or Partner), and a flexible working framework that's built around real life, not just policy. Independently verified employee reviews rate this as a strong, supportive place to work, with satisfaction scores well above the sector average.
About the role
You'll join the Trust and Family Office team, taking ownership of a portfolio of high-net-worth client relationships. This isn't a narrow compliance role; you'll be the primary point of contact for trustees and executors, drafting complex tax advisory reports for Directors and Partners, and getting properly involved in the technical detail that makes private client work interesting.
Your day-to-day will include:
Managing individual HNW client relationships as their main point of contact
Reviewing the annual compliance cycle for trust and estate accounts and tax returns
Drafting advisory reports on CGT, IHT, domicile and residence issues
Advising on the use of trust and company structures
Working closely with Senior Managers, Directors and Partners on more complex assignments
Getting involved in business development, marketing and networking as opportunities arise
About you
CTA or ACA qualified (or equivalent experience)
Solid experience managing a private client / trust portfolio within practice
Comfortable advising on complex technical areas, including ...
Private Client Tax Manager employer: Timothy Wiseman Careers
This top 20 UK accountancy and advisory firm offers an exceptional environment for growth, providing structured training and direct partner exposure that sets it apart in the industry. With a strong commitment to employee satisfaction and a culture of inclusion, staff enjoy a supportive atmosphere where they can develop their expertise in US/UK tax while working with a dynamic client base. The firm's consistent investment in its people ensures that you will have meaningful opportunities for progression in your career.
