Private Client Tax Manager

Up to £78,000 + bonus and benefits | Central London | Hybrid working

Looking for a Private Client Tax Manager role where you can take ownership of high-net-worth clients and build your experience across both UK and international tax?

I'm working with a leading Top 10 professional services firm that is looking to appoint a Private Client Tax Manager to its established London team.

This is an opportunity to join a highly regarded Private Client practice advising an impressive portfolio of HNW and UHNW individuals, families and internationally mobile clients.

What makes the role particularly interesting is the breadth of the work. Rather than being restricted to either domestic or international private client tax, you'll have exposure to both, developing your technical expertise across a varied portfolio and getting involved in more complex advisory projects alongside experienced Partners.

You'll also have the opportunity to build strong client relationships, take ownership of your portfolio and play an active role in supporting more junior members of the team.

The role

You'll take responsibility for a varied portfolio of private clients, with duties including:

• Managing relationships with HNW and internationally mobile individuals and families.

• Overseeing UK personal tax compliance and ensuring work is delivered to a high standard.

• Advising on complex private client matters, including residence and domicile, CGT, IHT and succession planning.

• Working on domestic and cross-border tax matters, developing a broader technical skill set.

• Getting involved in advisory-led projects alongside Partners and senior colleagues.

• Acting as a trusted adviser to clients, understanding their wider circumstances and identifying opportunities to support them.

• Reviewing work and providing guidance and support to more junior team members.

What they're looking for

• ATT or CTA qualified, or close to completing your qualification.

• Around 4-6 years' experience in private client tax within an accountancy or professional services practice.

• Experience managing a portfolio of private clients and taking ownership of client relationships.

• A strong technical grounding in UK personal tax.

• Exposure to international or cross-border private client matters.

• Confident communication skills and the ability to build trusted client relationships.

• Someone proactive, commercially aware and comfortable working with a good degree of autonomy.

Why consider this firm?

• High-quality clients: Work with an established portfolio of HNW and UHNW individuals and families.

• Broader technical exposure: Develop your experience across both domestic and international private client tax, rather than being confined to one specialism.

• Advisory opportunities: Get involved in more complex planning work, alongside experienced Partners.

• Partner access: Benefit from direct support, mentoring and the opportunity to learn from established specialists.

• A collaborative environment: Join a team that values knowledge sharing and working together.

• Career progression: Clear opportunities to develop your technical and management experience, with progression based on merit.

• Hybrid working: Around 50% office-based, with flexibility and regular opportunities to connect with the wider team.

• Ongoing development: Strong technical training and study support across ATT, CTA, ACA and STEP.

Salary & benefits

• Up to £78,000 basic salary, depending on experience.

• Annual bonus.

• Private medical insurance.

• 25 days' annual leave, plus bank holidays.

• Holiday buy/sell scheme.

• Pension.

• Life assurance.

• Flexible hybrid working.

Interested in finding out more?

If you're an experienced Private Client Tax professional looking for a role with more client ownership, broader technical exposure and the opportunity to develop your advisory experience, I'd be very happy to have a confidential conversation.

You don't need to be actively looking to explore whether this could be the right next step. And if it's not quite right for you, referrals are always appreciated and rewarded.

Kate Green
Pro-Tax Recruitment
kate.green@pro-tax.co.uk | 07580 216 907