Private Client Tax Manager

An established City-based accountancy firm is looking for an experienced Private Client Tax Manager to join their growing and dynamic Private Client team.

In this key role, you will take ownership of the delivery of personal tax advisory work, including preparing detailed reports and leading discussions with both new and existing clients. You’ll oversee a team of junior staff responsible for the day-to-day compliance and advisory work for a varied portfolio of around 150 to 200 clients.

The role is client-facing and requires an individual who can communicate credibly and professionally with high-net-worth individuals, business owners, and other professional advisers. Alongside strong technical ability, you’ll need the confidence to explain complex tax matters in a clear and accessible way.

You will also play an active role in developing the team by supporting staff through training, mentoring, and identifying ways to improve internal processes and efficiencies.

 
Your key responsibilities as a Private Client Tax Manager:

• Support senior leadership in the effective running of the Private Client team and in developing new business opportunities.
• Manage a diverse portfolio of clients, including individuals with multiple income sources and investment interests.
• Deliver complex tax advisory work and oversee the compliance process.
• Act as a key point of contact for clients, providing trusted advice and guidance.
• Manage assignments involving high-net-worth individuals, large partnerships, and capital gains tax planning.
• Oversee the UK tax return process for a wide range of clients.
• Monitor team progress, conduct appraisals, and encourage professional growth.
• Maintain high standards of accuracy, timeliness, and client service.
• Identify and implement process improvements to enhance efficiency. 

 
Skills, Knowledge & Expertise required of a Private Client Tax Manager:

• ATT and/or CTA qualified (or equivalent), with demonstrable private client tax experience.
• Strong knowledge of UK personal tax legislation, including anti-avoidance rules.
• Experience handling complex HMRC correspondence and negotiations.
• Confident delivering advice on structuring, incorporation, and business transitions.
• Skilled in self-assessment, tax computation, and report writing.
• Proven management experience, including reviewing work and developing junior team members.
• Experience with inheritance tax planning, trusts, and lifetime transfers.
• Exposure to HMRC enquiries, settlements, and penalty negotiations. 

 
Client Base Experience:

• Private clients, entrepreneurs, and owners of small and medium-sized businesses.
• Exposure to UK and non-UK domiciled or resident clients, including offshore trusts.
• Experience advising high-net-worth individuals and property-owning clients. 

This is an excellent opportunity for a motivated Private Client Tax Manager seeking exposure to a wide variety of clients and complex advisory work within a supportive and forward-thinking practice.

If you’re passionate about this position or are keen to hear more, please click on “apply” as soon as possible.

You are required to be eligible to work in the UK full time without restriction.

Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.