Private Client Tax Manager

Private Client Tax Assistant Manager / Manager

London | Accountancy Practice | Private Client Focus

We are working with a well‑established London‑based accountancy and tax advisory firm that specialises in advising entrepreneurial private clients and owner‑managed businesses. The firm has a long‑standing reputation for high‑quality, partner‑led advice and prides itself on building long‑term relationships with private client families, often across generations.

Due to continued growth, they are now looking to appoint a Private Client Tax Assistant Manager / Manager to join their Private Client team.

The Role

This position sits within a dedicated Private Client tax team and involves managing a varied portfolio of approximately 300+ private clients. You will work closely with colleagues across business tax, audit, and accounting, and will report directly to senior management and partners.

Key responsibilities include:

• Managing and overseeing the personal tax compliance process for private clients
• Taking ownership of your own client portfolio across compliance and advisory work
• Acting as a key point of contact for client queries
• Reviewing self‑assessment tax returns for individuals, partnerships, and trusts
• Advising high‑net‑worth individuals, including non‑UK domiciled and non‑long‑term resident clients
• Liaising regularly with HMRC and other third parties
• Supporting, training, and mentoring junior team members and trainees

The Ideal Candidate

• CTA qualified or actively working towards CTA (or equivalent)
• Strong technical knowledge of UK personal tax
• Experience with trusts, inheritance tax, and probate would be advantageous
• Exposure to advising non‑dom/non‑resident clients is beneficial
• Strong attention to detail, communication skills, and a proactive approach
• Comfortable working in a client‑facing, relationship‑driven environment

What’s on Offer

• A broad and high‑quality private client tax role with both compliance and advisory exposure
• Close partner interaction and genuine career development opportunities
• Supportive and collaborative working culture
• Market‑rate salary and benefits package
• Exposure to a wide range of private client tax matters

Experience with CCH software would be helpful but is not essential.

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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