Job Description
Private Client Tax Manager - Advisory - Hybrid, London
TPF Recruitment is proud to be supporting a leading Top 100 accountancy firm in their search for a skilled Private Client Tax Manager to join their thriving London office.
As an SME-focused practice in the UK, this firm offers an outstanding platform for experienced tax professionals to advance their careers in a flexible, progressive, and people-centric environment.
As a Private Client Tax Manager, you’ll take the lead in managing a diverse portfolio of high-net-worth individuals, business owners, trusts, and estates. You’ll deliver both compliance and advisory services, support junior staff, and work closely with senior leadership on complex tax planning matters.
Key Responsibilities
- Manage a portfolio of private clients, ensuring advisory needs are addressed.
- Act as the key point of contact for clients, developing strong, long-term relationships
- Review and oversee the preparation of self-assessment tax returns, IHT, CGT, and trust returns
- Deliver bespoke tax planning solutions including inheritance tax, estate planning, residency, domicile, and succession planning
- Lead or support on advisory projects alongside partners
- Supervise, support, and develop junior members of the team
- Stay up to date with current legislation and communicate changes internally and to clients
Requirements
Private Client Tax Manager - Advisory - Hybrid, London
- CTA / ACA / ACCA qualified (or equivalent)
- Significant experience in private client tax within an accountancy practice environment
- Strong technical knowledge of UK personal tax legislation
- Ability to manage and advise high-net-worth individuals and complex personal tax affairs
- Strong interpersonal skills and experience mentoring junior staff
Benefits
Private Client Tax Manager - Advisory - Hybrid, London
- Hybrid and flexible working
- Birthday leave and enhanced holiday package
- Professional subscription support
- Access to exciting client work, both compliance and advisory
- Clear career progression in a top-tier firm with a supportive team culture
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we’d love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).
Requirements Private Client Tax Experience in personal tax advisory. Experience in a firm providing advisory services to complex clients including international clients, HNWIs and non-UK domiciled individuals. Expertise in Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax matters, including domicile, remittance basis, and international tax considerations. Team player and able to support colleagues Strong knowledge of trust structures, lifetime gifts, and estate planning strategies. Proven ability to manage multiple client engagements efficiently, with precision and attention to detail. Excellent communication and interpersonal skills, with the ability to simplify complex tax concepts for non-specialist clients. Track record in client relationship management, business development, and team leadership. Proficiency in tax software and productivity tools, with a commitment to ongoing professional development.
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Private Client Tax Manager - Hybrid, London employer: TPF Recruitment Ltd
TPF Recruitment offers an exceptional working environment for an Accounts Semi-Senior in Haywards Heath, where you can thrive in a supportive team dedicated to your professional growth. With competitive salaries, hybrid working options, and a commitment to ongoing development, employees enjoy a balanced work-life culture alongside generous benefits like enhanced family leave and corporate discounts. This role not only provides diverse client exposure but also fosters mentorship opportunities, making it an ideal place for those eager to advance their careers in accountancy.