Private Client Manager - Family Office

Private Client Tax Manager - Family Office

Location: Central London (Hybrid)

Salary: £70,000 - £85,000 + Benefits

Job Type: Full-time, Permanent

Are you an ambitious Private Client Tax Manager looking to deepen your family office advisory experience within a Top 10 practice?

Following sustained expansion across their Private Wealth practice, a market-leading Top 10 accountancy and advisory firm is seeking a Private Client Tax Manager to join its specialist Family Office team in Central London. This role offers high-visibility advisory work, direct access to Partners, and a structured pathway toward Senior Manager within a supportive, people-first environment.

Key Responsibilities

• Advisory & Planning: Deliver high-level UK and international tax planning for HNW/UHNW families, family offices, trusts, and landed estates.

• Portfolio Management: Oversee a complex private client portfolio, managing personal tax compliance, billing, WIP, and service delivery.

• Trust & Estate Structuring: Partner with senior leadership on bespoke trust formation, succession planning, and estate restructuring projects.

• Client Relationships: Serve as a key trusted advisor, nurturing relationships with family members, trustees, and external professional advisors.

• Team Leadership: Mentor, supervise, and develop junior team members, fostering technical excellence across the practice.

About You

• Qualifications: CTA and/or ACA qualified.

• Experience: Proven private client tax experience within a reputable accountancy practice or specialist private wealth firm.

• Technical Breadth: Strong background in personal tax advisory with direct exposure to trusts (estate planning experience is highly desirable).

• Client Focus: Commercially aware with strong interpersonal skills and a passion for managing complex family office relationships.

What's on Offer

• Competitive Package: Base salary between £70,000 - £85,000 (dependent on experience).

• Work-Life Balance: Embedded hybrid and flexible working policy.

• Generous Leave: 25 days annual leave + public holidays (with options to buy extra leave).

• Health & Wellbeing: Private Medical Insurance, life assurance, and mental health support.

• Financial Protection & Perks: Enhanced pension scheme, financial coaching, mortgage advisory, and corporate discounts.

• Career Growth: Transparent progression framework with defined metrics to transition to Senior Manager.

How to Apply

For a confidential discussion or to request a full job specification, please contact Kate Green at kate.green@pro-tax.co.uk.

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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.