Private Client Senior Manager - Tax, Trusts & Estates

Private Client Senior Manager - Tax, Trusts & Estates
London | Hybrid | £85,000-£90,000 + benefits

An exclusive boutique tax and accounting consultancy in central London is looking for a Senior Manager to join its elite Private Client team. This is a high-profile role working with UK and international HNWIs, family offices, and trustees, providing strategic advice that directly shapes complex estates and wealth structures.

Why this role matters

• Lead a portfolio of sophisticated clients, delivering both compliance and bespoke advisory solutions

• Work on trusts, estates, personal tax, and IHT planning at the forefront of private client practice

• Collaborate with directors and senior team members to provide strategic guidance on multi-jurisdictional matters

• Influence the growth of the team through mentoring and leadership

Who we're looking for

• CTA, ACA, or TEP qualified

• Proven senior-level experience in private client tax, trusts, and estates

• Exceptional technical expertise and commercial acumen

• Strong relationship management skills and ability to explain complex tax clearly

• Ambitious, collaborative, and committed to career progression

What's on offer

• Exposure to high-value, sophisticated clients and complex multi-jurisdictional planning

• Hybrid working and a supportive, professional culture

• Competitive salary and benefits, with clear progression to director-level opportunities

This is a rare opportunity to join a prestigious boutique and make a tangible impact on clients' wealth and succession planning.

Apply in confidence: John Corfield - john.corfield@pro-tax.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.