Private Client Tax Manager / Senior Manager - Hybrid, Central London

Private Client Tax Manager / Senior Manager - Hybrid, Central London

Full-Time 60000 - 80000 £ / year (est.) No working from home possible
TPF Recruitment

At a Glance

  • Tasks: Lead personal tax compliance and deliver strategic advisory for high-net-worth clients.
  • Company: Dynamic accountancy practice with a focus on personal tax solutions.
  • Benefits: Competitive salary, hybrid working, generous holiday allowance, and professional development.
  • Other info: Join a collaborative culture with excellent career progression and social events.
  • Why this job: Make a real impact in a supportive team while shaping tailored tax strategies.
  • Qualifications: CTA qualified with experience in personal tax advisory for complex clients.

The predicted salary is between 60000 - 80000 £ per year.

We are partnered with a successful accountancy practice who are recruiting a skilled and commercially driven Tax Manager to join their specialised Personal Tax team, focusing on high-net-worth individuals (HNWIs) and non-UK domiciled clients.

This role is central to delivering strategic, compliance-driven tax solutions across complex personal tax areas including Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax planning.

As a key leader, you will oversee client portfolios, ensure adherence to HMRC regulations and spearhead advisory initiatives that enhance client outcomes and support firm growth. With a strong foundation in CTA qualification and hands-on experience in both compliance and advisory functions, you will mentor junior staff, contribute to business development, and maintain expertise in evolving tax legislation.

This is a high-impact opportunity for a proactive professional passionate about delivering tailored, forward-thinking tax strategies in a client-focused, results-driven environment.

Responsibilities:
  • Lead end-to-end personal tax compliance for high-net-worth and non-UK domiciled clients, including preparation and review of annual tax returns, IHT filings, and CGT computations.
  • Deliver strategic tax advisory on wealth preservation, estate planning, and tax-efficient structuring, with a focus on non-UK domicile rules and international tax implications.
  • Advise on complex issues such as trusts, chargeable transfers, deemed disposals, and lifetime/death duties, ensuring full compliance with current legislation and HMRC guidance.
  • Partner with senior partners and cross-functional teams to design customised tax solutions aligned with client goals and risk profiles.
  • Mentor and supervise junior tax professionals, promoting accuracy, continuous learning, and exceptional client service.
  • Support business development through client presentations, proposal writing, and active participation in industry networking events.
  • Monitor legislative updates—including changes to IHT thresholds, CGT rates, and anti-avoidance rules—and implement timely guidance across client engagements.
  • Maintain rigorous adherence to firm quality standards, professional ethics, and regulatory requirements.
Requirements:
  • CTA qualification (or equivalent) with demonstrable 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.
Benefits:
  • Competitive salary with regular reviews.
  • Hybrid and flexible working options.
  • Independent practice with the intention of staying that way.
  • Generous holiday allowance with option to buy additional days.
  • Pension scheme with employer contribution.
  • Life assurance cover.
  • Private medical insurance.
  • Structured career progression with clear pathways.
  • Ongoing professional development and training.
  • Family feel to the business with a supportive and collaborative team culture.
  • Employee wellbeing initiatives and support programmes.
  • Social events and team activities throughout the year.
  • Modern offices with good transport links.

Private Client Tax Manager / Senior Manager - Hybrid, Central London employer: TPF Recruitment

Join a leading accountancy practice in Central London that values its employees through competitive salaries, hybrid working options, and a supportive team culture. With a strong focus on professional development and structured career progression, this firm offers a unique opportunity to work with high-net-worth clients while enjoying generous benefits and a family-oriented atmosphere. Experience a rewarding career where your expertise in personal tax advisory will be recognised and nurtured.

TPF Recruitment

Contact Details:

TPF Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Tax Manager / Senior Manager - Hybrid, Central London

Tip Number 1

Network like a pro! Attend industry events and connect with professionals in the tax field. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Show off your expertise! Prepare to discuss your experience with complex tax issues, especially around IHT and CGT. Be ready to share specific examples of how you've helped clients navigate tricky tax situations.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers. Focus on how you can add value to the firm and support their growth through your advisory skills.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Private Client Tax Manager / Senior Manager - Hybrid, Central London

CTA qualification
Personal Tax Advisory
Inheritance Tax (IHT)
Capital Gains Tax (CGT)
Cross-Border Tax Planning
Trust Structures
Estate Planning Strategies

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Tax Manager role. Highlight your expertise in personal tax advisory, especially with HNWIs and non-UK domiciled clients.

Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about tax strategy and how your background makes you a perfect fit for our team. Don’t forget to mention your CTA qualification and any relevant experience!

Showcase Your Soft Skills:We value communication and interpersonal skills just as much as technical knowledge. Make sure to illustrate how you've simplified complex tax concepts for clients or mentored junior staff in your application.

Apply Through Our Website:For the best chance of success, apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves!

How to prepare for a job interview at TPF Recruitment

Know Your Tax Stuff

Make sure you brush up on your knowledge of Inheritance Tax, Capital Gains Tax, and cross-border tax planning. Be ready to discuss specific cases or scenarios where you've applied this knowledge, as it shows you're not just familiar with the theory but can also implement it in practice.

Showcase Your Leadership Skills

As a Private Client Tax Manager, you'll be expected to mentor junior staff and lead client engagements. Prepare examples of how you've successfully managed teams or projects in the past, highlighting your ability to foster collaboration and drive results.

Be Client-Focused

This role is all about delivering tailored solutions for high-net-worth individuals. Think of instances where you've gone above and beyond for clients, and be ready to share how you ensure compliance while also enhancing client outcomes.

Stay Updated on Legislation

Tax laws are always changing, so it's crucial to demonstrate that you're on top of current legislation and HMRC guidance. Bring up any recent updates you've followed and how they might impact your approach to tax planning and compliance.