At a Glance
- Tasks: Lead personal tax compliance and develop tailored tax strategies for high net worth clients.
- Company: Join a respected Top 20 accountancy firm in London with a collaborative culture.
- Benefits: Competitive salary, hybrid working, generous holiday allowance, and professional development support.
- Other info: Opportunity for leadership and mentoring within a supportive team.
- Why this job: Make a real impact on clients' financial success while advancing your career in a dynamic environment.
- Qualifications: 10+ years in personal tax, CTA qualification, and strong communication skills required.
We are seeking an experienced Senior Manager in private client tax to join our clients successful team, delivering expert tax advisory and compliance services to high net worth individuals (HNWIs). This strategic role demands a deep command of UK personal tax legislation, with a focus on tax planning, compliance, and client relationship leadership. You will manage a portfolio of high-value private client engagements, driving tax efficiency across income tax, capital gains tax (CGT), inheritance tax (IHT), and estate planning. With a proven ability to translate complex tax regulations into clear, actionable strategies, you will be instrumental in shaping client outcomes while ensuring full compliance with HMRC and professional standards. This role offers significant leadership potential, professional growth, and the opportunity to influence business development within a trusted, client-centric practice. Your expertise will directly enhance client satisfaction, firm reputation, and long-term success in the personal tax sector.
Responsibilities:
- Lead end-to-end personal tax compliance for high net worth individuals, including annual tax return preparation, accurate tax calculations and timely HMRC submissions.
- Develop and implement tailored tax planning strategies to maximise efficiency across income tax, CGT, IHT and other relevant areas.
- Provide expert advice on complex personal tax issues, including trusts, estate planning, business ownership structures and lifetime gifts.
- Serve as the primary client contact for a high-value portfolio, building trusted, long-term relationships through proactive and strategic guidance.
- Collaborate with wealth managers, legal advisors, and accountants to deliver integrated financial and tax solutions.
- Mentor and supervise junior tax professionals, fostering technical accuracy, client service excellence and career development.
- Monitor and interpret changes in tax legislation, HMRC guidance and case law to ensure advice remains current and compliant.
- Support business development through client acquisition, proposal writing and contributing to thought leadership content.
- Uphold firm policies, professional standards, and regulatory requirements, including those set by ICAEW or equivalent bodies.
Requirements:
- Minimum 10 years of progressive experience in personal tax, with a focus on private client advisory and tax planning.
- Professional qualification such as CTA (Chartered Tax Adviser) or equivalent, with a strong track record of technical proficiency.
- In-depth expertise in UK personal taxation, including income tax, CGT, IHT, and associated reliefs, exemptions and reporting requirements.
- Proven experience advising high net worth individuals and families on complex tax structures, trusts and estate planning.
- Exceptional communication skills, with the ability to simplify complex tax concepts for non-specialist clients.
- Demonstrated leadership and mentoring experience, including managing and developing junior team members.
- Strong organisational and time management skills, capable of balancing multiple high-priority client engagements.
- Proficiency in tax software (e.g., CaseWare, TaxCalc) and advanced Excel skills.
- Commitment to continuous professional development and adherence to ethical and professional standards.
Benefits:
- Salary: £75,000 - £90,000 per annum, depending on experience.
- Hybrid and flexible working options.
- Generous holiday allowance and wellbeing initiatives.
- Clear progression pathway to Senior Manager and beyond.
- Continuous professional development and training support.
- Access to prestigious client work within a respected Top 20 firm.
Location: London – Hybrid working model (2–3 days in the office).
About TPF Recruitment London: TPF Recruitment is a specialist accountancy practice recruiter, partnering with leading firms across London and the South East. We connect talented tax professionals with outstanding career opportunities in the UK’s top practices.
If you’re an ambitious Private Client Tax Manager looking for your next challenge within a Top 20 accountancy firm in London, we want to hear from you. Apply today through TPF Recruitment London and take the next step in your private client tax career.
Senior Manager - Private Client Tax, Hybrid, London employer: TPF Recruitment
TPF Recruitment is an exceptional employer, offering a supportive and friendly work environment in Sevenoaks, Kent, where you can thrive both professionally and personally. With clear pathways to partnership and a competitive salary alongside a comprehensive benefits package, employees are encouraged to grow and develop their careers while enjoying a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager - Private Client Tax, Hybrid, London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as TPF Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Senior Manager - Private Client Tax, Hybrid, London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch TPF Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at TPF Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at TPF Recruitment!
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for TPF Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within TPF Recruitment. It helps to show our commitment!
