At a Glance
- Tasks: Manage a diverse portfolio of clients, providing tax advisory and compliance services.
- Company: Join a reputable chartered accountancy firm known for its exceptional tax work across the Southeast.
- Benefits: Enjoy hybrid working, 25 days holiday, competitive salary, and additional perks like Death in Service.
- Other info: Opportunity for business development involvement and tailored role based on your experience.
- Why this job: Be part of a dynamic team, engage with high-profile clients, and develop your career in a supportive environment.
- Qualifications: Must be ATT/ACA/ACCA/CTA qualified with significant private client tax expertise.
The predicted salary is between 40000 - 56000 £ per year.
Job DescriptionPrivate Client Tax ManagerIndustry: Personal TaxSalary: 70,000 – 85,000Summary:We are seeking a dedicated and experienced Private Client Tax Manager to join our clients expanding personal tax practice. This pivotal role focuses on delivering expert tax advisory and compliance services to high-net-worth individuals and private clients across the UK. As a Private Client Tax Manager, you will lead complex tax planning strategies, oversee the preparation and review of detailed personal tax returns and provide strategic guidance on inheritance tax, capital gains tax, and income tax. You will play a critical role in client relationship management, ensuring full compliance with HMRC regulations while identifying opportunities for tax efficiency, wealth preservation, and long-term financial planning. With a strong foundation in personal taxation and a commitment to professional excellence, you will help strengthen the firm’s reputation for integrity, innovation, and client-centric service. This is a high-impact position ideal for a Chartered Certified Accountant with an ACA qualification looking to advance their career in a dynamic, client-focused environment.Responsibilities:Lead end-to-end preparation, review, and submission of complex personal tax returns, including self-assessment, capital gains tax, inheritance tax and gift tax filings.Deliver strategic tax planning advice to high-net-worth individuals, focusing on tax efficiency, estate planning and lifetime wealth transfer.Manage a portfolio of private client relationships as the primary point of contact, ensuring timely, accurate and compliant service delivery.Supervise and mentor junior team members, including performance management, training and development of technical and client service competencies.Collaborate with trust and estate specialists to deliver integrated tax and financial solutions tailored to client needs.Stay current with evolving UK tax legislation, HMRC guidance and industry best practices to ensure compliance and proactive client advisory.Leverage Microsoft .NET technology platforms to streamline tax workflows, improve data accuracy and support digital transformation initiatives.Contribute to business development by identifying client opportunities and recommending customized tax and wealth planning solutions.Uphold firm policies, quality control standards, and professional ethics in all aspects of work.RequirementsACA qualification with full membership of ICAEW or equivalent professional accounting body.Chartered Certified Accountant (ACCA) qualification or equivalent.Minimum of 5 years of progressive experience in personal tax, preferably within a reputable accountancy or tax advisory firm.Demonstrated experience managing complex personal tax returns and delivering strategic tax planning advice.In-depth knowledge of UK tax legislation, including income tax, capital gains tax, inheritance tax and tax-efficient structuring.Proficiency in using Microsoft .NET technology for tax data processing, reporting and system integration.Exceptional analytical, problem-solving and communication skills with the ability to simplify complex tax concepts for non-specialist clients.Proven leadership and team management experience.High level of integrity, attention to detail and commitment to professional standards.Ability to work independently and manage multiple priorities under tight deadlines.BenefitsHybrid and flexible workingBirthday leave and enhanced holiday packageProfessional subscription supportAccess to exciting client work, both compliance and advisoryClear career progression in a top-tier firm with a supportive team culturePlease contact Andy Irvine on 02038314441, Andy@TPFrecruitment.com or via LinkedIn for a confidential conversation. Refer a friend...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 too 500 of Love2Shop vouchers. (Terms & Conditions apply).Job InformationJob ID ZR_6559_JOB Industry -Personal Tax Date Opened 13/03/2026 Salary 70,000-85,000 Job Type Full time City London Province City of London Country United Kingdom Postal Code EC2Y 9AE
Private Client Tax Manager employer: TPF Recruitment
Join a highly reputable firm of chartered accountants in Sidcup, where you will benefit from a flexible work environment and a strong focus on employee growth. With excellent client exposure and a commitment to career progression, this is an ideal opportunity for those seeking meaningful and rewarding employment in one of Kent's leading accountancy practices.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field, especially those who work with private clients. Attend industry events or webinars to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Research the firm’s recent projects and client success stories. This knowledge will help you demonstrate your interest in their work during interviews and show how you can contribute to their ongoing success.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals and complex tax situations. Be ready to share specific examples of how you've successfully managed client portfolios and provided advisory services.
✨Tip Number 4
Familiarise yourself with the latest tax regulations and trends affecting private clients. Being knowledgeable about current issues will position you as a valuable asset to the team and show your commitment to professional development.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant qualifications, such as ATT, ACA, ACCA, or CTA. Emphasise your experience in managing a portfolio of private clients and any compliance and advisory expertise you possess.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for tax management and your understanding of the firm's reputation. Mention specific experiences that align with the role, particularly your work with UHNWI's and HNWIs.
Highlight Your Management Skills:Since this role involves leading client meetings and managing junior staff, be sure to include examples of your leadership experience. Discuss how you've successfully delegated tasks and supported team members in previous roles.
Showcase Business Development Experience:If you have experience in business development activities, mention it! This could set you apart from other candidates. Discuss any initiatives you've led or contributed to that helped grow your previous firms.
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Fundamentals
Brush up on your knowledge of personal tax, compliance, and advisory services. Be prepared to discuss specific tax scenarios and how you would approach them, as this role requires significant expertise in private client tax.
✨Demonstrate Client Management Skills
Since you'll be managing a portfolio of clients, think of examples from your past experience where you've successfully handled client relationships. Highlight your ability to communicate effectively and provide tailored advice.
✨Showcase Leadership Experience
As a manager, you'll need to lead client meetings and manage junior staff. Prepare to discuss your leadership style and any relevant experiences where you've successfully led a team or project.
✨Express Interest in Business Development
This position offers opportunities for business development. Be ready to share your ideas on how you could contribute to growing the firm's client base and enhancing its reputation in the market.
