Private Client Tax Senior Manager

London | Hybrid Working | Competitive Salary + Benefits

An excellent opportunity has arisen for an experienced Private Client tax professional to join a well-established and growing private wealth team in London.

This is a broad Senior Manager role combining high-quality advisory work, portfolio leadership, team management and business development, with a clear opportunity to continue progressing towards Director and potentially Partner.

The opportunity

You will take responsibility for a substantial portfolio of private clients, acting as a trusted adviser on their tax affairs and developing long-term relationships.

Alongside overseeing compliance and day-to-day portfolio management, there will be plenty of opportunity to get involved in more complex advisory work and to work closely with senior colleagues on significant client matters.

Your responsibilities will include:

• Managing a substantial portfolio of private clients and overseeing the delivery of their tax work.
• Providing advice across a broad range of personal tax and private wealth matters.
• Developing strong relationships with clients and becoming a key point of contact.
• Reviewing and delegating work across the team.
• Managing deadlines, workflow, billing and work in progress.
• Identifying opportunities to provide additional advice to existing clients.
• Supporting new business development and helping grow the wider practice.
• Coaching and developing junior and more experienced members of the team.
• Working closely with Directors and Partners on complex client matters.
• Contributing to the continued development of the private client offering.

Why consider it?

This is a particularly attractive opportunity for someone who wants to retain strong technical involvement while taking a genuine step forward in terms of responsibility, visibility and career progression.

You will have plenty of autonomy over your portfolio while benefiting from access to experienced senior tax professionals and specialists across the wider business.

The role offers:

• A broad and interesting private client portfolio.
• Significant exposure to advisory work rather than purely compliance.
• Direct interaction with senior clients and decision-makers.
• The chance to develop your own relationships and market profile.
• Responsibility for developing and mentoring others.
• A supportive environment with genuine investment in your progression.
• A clear route towards Director and potentially Partner for someone with the ambition to progress.

About you

You are likely to be an experienced Private Client Tax Manager or Senior Manager currently working within an accountancy or professional services firm.

You will ideally have:

• Strong private client and personal tax experience gained within practice.
• CTA, ACA or a comparable professional qualification, or equivalent relevant experience.
• Strong technical knowledge across personal tax matters.
• Experience managing a portfolio and taking ownership of client relationships.
• Exposure to advisory work alongside tax compliance.
• Experience reviewing and delegating work.
• Strong communication and relationship-building skills.
• The confidence to work directly with senior and sophisticated clients.
• An interest in developing new work and contributing to the growth of the practice.
• Experience coaching or managing more junior colleagues.

The next step

This could be an excellent move for an established Manager ready to step up, or a Senior Manager looking for broader responsibility and a clearer long-term progression opportunity.

The role would particularly suit someone who enjoys combining technical private client tax work with relationship management, developing people and growing client relationships.

You will join a collaborative team where there is genuine scope to build your profile and develop your career, while working with interesting clients and experienced senior tax professionals.

If you are looking for a Private Client Tax Senior Manager role offering high-quality work, greater autonomy and a credible route towards Director and Partner, this would be well worth exploring.