Private Client Senior Manager - Family Office

Private Client Tax Senior Manager - Family Office

Top 10 Firm | £85,000 - £98,000 + Benefits | Central London / Hybrid

I'm partnering with a Top 10 accountancy practice that's investing heavily in its Family Office offering and is now looking to appoint an exceptional Private Client Tax Senior Manager to join the team at a genuinely exciting point in its growth.

This Private Client Tax Senior Manager role offers something rare in the current market: elite-level private client advisory work, a genuinely positive and inclusive culture, and a clear long-term future within a highly respected, partner-led firm.

As a Private Client Tax Senior Manager, you'll work closely with Partners on complex matters for HNW/UHNW individuals, trustees, executors and family offices, while benefiting from the structure, brand and progression opportunities of a national Top 10 firm.

The Opportunity - Private Client Tax Senior Manager

This Private Client Tax Senior Manager position sits within a fast?growing Family Office team, advising on sophisticated UK and international private client matters. You'll take ownership of a high?quality portfolio and act as a trusted adviser, while also shaping the team's future through mentoring and business development.
Typical Private Client Tax Senior Manager responsibilities include:

• Advising family offices, trusts, estates and HNW/UHNW individuals
• Leading on complex personal tax, trust and estate planning
• Portfolio oversight including billing, WIP and delivery standards
• Supporting Partners with advisory projects and strategic new work
• Coaching and developing Managers and Assistants

Why this Private Client Tax Senior Manager role stands out

• True Family Office exposure without moving into a niche boutique
• A clearly defined pathway to Director / Partner
• Strong emphasis on advisory quality, not just chargeable hours
• Flexible and hybrid working fully embedded in the culture
• An award-winning, collaborative firm at a particularly exciting stage of growth

This is a Private Client Tax Senior Manager role designed for someone who wants influence, visibility and progression -without compromising balance or values.

About You

This role would suit a Private Client Tax Senior Manager who:

• Is ACA and/or CTA qualified
• Is already operating at Private Client Tax Senior Manager level
• Brings strong advisory capability (trusts essential; estates desirable)
• Is confident managing senior stakeholders and complex client relationships
• Has ambition to progress within a supportive, high?calibre environment

Package

• £85,000 - £98,000 (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
• Clear, supported progression for Private Client Tax Senior Managers

Firm Overview

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

Interested?

For a confidential conversation about this Private Client Tax Senior Manager - Family Office opportunity, please contact: Kate Green / kate.green@pro-finance.co.uk. Early conversations are encouraged, given the seniority and profile of this hire.

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