Private Client Tax Manager - OMB

Private Client Tax Manager - Owner-Managed Business
£75,000 + Excellent Benefits | London | Hybrid Working

Advise entrepreneurs. Build trusted relationships. Develop your leadership career.

Working with business owners means understanding how their personal wealth, business ambitions and family priorities connect. This opportunity puts you at the centre of those conversations.

A growing accountancy firm is seeking a Private Client Tax Manager to join its expanding team, advising owner-managed businesses and their shareholders. With continued growth and recent acquisitions, the firm offers scope to broaden your advisory experience and contribute to the development of its private client offering.

You will manage a varied portfolio of entrepreneurial clients, combining oversight of personal tax compliance with proactive advice on the decisions that matter to them.

The role

As a trusted point of contact for clients, you will identify planning opportunities and deliver clear, commercially relevant advice. Your responsibilities will include:

• Managing client relationships and overseeing personal tax compliance.

• Advising on the interaction between business and personal tax, including tax-efficient profit extraction.

• Supporting clients with employee incentives, tax-advantaged share schemes and EIS matters.

• Advising on succession planning, wealth structuring and family business governance.

• Collaborating with corporate tax, audit and external advisers to provide coordinated advice.

• Reviewing work, mentoring junior colleagues and supporting the team's commercial performance.

About you

You will be ACA or CTA qualified, with strong UK personal tax knowledge and substantial mixed tax experience, particularly involving high-net-worth individuals and owner-managed businesses.

Confident managing relationships, you will enjoy identifying opportunities, explaining complex issues clearly and helping clients make informed decisions. Experience of trusts and estates would be advantageous.

Why consider this move?

Alongside a £75,000 salary, excellent benefits and hybrid working, you will gain exposure to varied advisory matters, close relationships with entrepreneurial clients and the opportunity to develop your leadership skills within an expanding practice.

For a confidential discussion, contact John Corfield at 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.