Private Client Tax Manager

“Behind every good client strategy is a great tax professional making it possible.”

Private Client Tax Manager | Financial & Tax Advisory | Advisory Firm | Greater London
 
Sheridan Maine is delighted to be partnering with a leading financial and tax advisory organisation to recruit an experienced Private Client Tax Manager to join their growing team. 

This is an excellent opportunity for a talented tax professional to take ownership of a diverse private client portfolio, delivering high-quality tax planning, compliance, and advisory services within a supportive and forward-thinking environment.
 
The Role 

As a Private Client Tax Manager, you will play a key role in managing and advising a varied portfolio of high-net-worth individuals and private clients. Your responsibilities will include:

• Managing a portfolio of private clients, ensuring high-quality service delivery
• Providing expert tax compliance and advisory support to individuals and families
• eviewing personal tax returns and complex tax computations
• Advising on inheritance tax, capital gains tax, and broader personal tax planning
• Supporting clients with wealth structuring and long-term tax efficiency strategies
• Liaising with HMRC on client matters where required
• Identifying planning opportunities and delivering proactive tax advice 

About You

The successful candidate will ideally have:

• Experience in private client tax within practice or a professional services environment
• Strong technical knowledge of UK personal tax legislation
• Experience managing client relationships independently
• Excellent communication and advisory skills
• Ability to review and prepare complex tax returns
• ATT/CTA qualified or equivalent (or qualified by experience) 

This is an excellent opportunity for an ambitious private client tax manager looking to progress within a reputable advisory organisation.


What’s on Offer

• Competitive salary depending on experience
• Opportunity to work with a high-quality private client portfolio
• Supportive and collaborative team environment
• Strong focus on professional development and career progression
• Exposure to complex and interesting advisory work

 
Location 

This role is based within a well-established financial and tax advisory organisation with a strong client base across the UK, offering an excellent opportunity for professionals seeking private client tax manager roles in a dynamic and growing practice environment.

If you are an experienced Private Client Tax Manager looking for your next step within a respected advisory firm, we would love to hear from you.
 
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.