Private Client Manager - Family Office

Location

West End

Salary

£65,000 to £75,000

Type

Permanent

Private Client Tax Manager - Family Office

Top 10 Firm | £65,000 - £75,000 + Benefits | Central London / Hybrid

I'm working closely with a Top 10 accountancy and advisory firm that is continuing to grow its Family Office and Private Client practice, and is now looking to appoint a talented Private Client Tax Manager.

This is an excellent opportunity for a Private Client Tax Manager seeking greater exposure to advisory work, high‑quality clients and a genuinely supportive, partner‑led culture - without needing to step into a niche boutique.

The Opportunity

As a Private Client Tax Manager, you'll join a well‑established and expanding Family Office team, working with HNW/UHNW individuals, families, trusts and estates. The role combines strong technical exposure with client relationship management and clear progression toward Senior Manager.

Key responsibilities for the Private Client Tax Manager include:

Advising family offices, trusts, estates and private clients
Managing personal tax compliance and advisory work
Supporting trust and estate planning projects
Oversight of portfolio management, billing and WIP
Developing relationships with clients and internal stakeholders
Coaching and supporting junior team members

Why this Private Client Tax Manager role stands out

Meaningful Family Office exposure within a Top 10 firm
Advisory‑led work alongside experienced Partners
Clear and achievable career progression to Senior Manager
Hybrid and flexible working embedded into the culture
Collaborative, inclusive environment with low attrition

This is a Private Client Tax Manager role designed for someone who wants to deepen their advisory experience while continuing to develop technically and commercially.

About You

This role would suit a Private Client Tax Manager who:

Is ACA and/or CTA qualified
Has experience in private client tax within practice
Has exposure to trusts (estates experience desirable)
Enjoys client interaction and relationship management
Is ambitious but values balance, culture and quality of work

Package

£70,000 - £85,000 base salary (depending on experience)
25 days' holiday + bank holidays
Hybrid & flexible working
Private medical insurance (eligibility applies)
Life assurance, financial coaching & mortgage advice
Strong pension and lifestyle benefits
Defined progression framework and ongoing development

Firm Overview

The firm is part of a Top 10 international group, combining a partner‑led, relationship‑driven ethos with the scale and infrastructure of a large organisation. Diversity, inclusion, flexibility and long‑term career development are central to how they operate.

Interested?

For a confidential discussion about this Private Client Tax Manager - Family Office opportunity, please contact:

Kate Green
kate.green@pro-finance.co.uk

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.