Private Client Tax Manager

Private Client Tax Manager (Interim) | West End | 3 Months+ | July Start

Fixed Term Contract | Hybrid Working | Central London | £60,000-£70,000

I'm working with a long-established, highly regarded boutique firm in Marylebone to source an experienced Private Client Tax Manager for an interim assignment of approximately 3 months, with potential to extend.

The Opportunity

A well-respected 7-partner firm with approximately 60 staff is looking for an experienced Private Client Tax Manager to provide cover during a period of planned absence within the team. The assignment is expected to commence imminently, covering August and potentially part of July and/or September.

This is an excellent opportunity for an experienced private client tax professional looking for a high-quality interim role with a firm that punches well above its weight in terms of client complexity and advisory exposure.

The Firm

This well-established firm is based in Marylebone, and has built an exceptional reputation advising entrepreneurial owner-managed businesses and HNW/UHNW private clients. Despite its boutique size, the quality and complexity of work is outstanding.

The Role

Stepping into an experienced Private Client team of ~12, you'll manage a portfolio of private clients including UHNW and HNW individuals, entrepreneurs, non-domiciled clients, and families with international wealth structures.

Day-to-day responsibilities will include:

• Managing your own varied portfolio of private clients across compliance and advisory assignments
• Acting as a main point of contact for client queries
• Reviewing self-assessment tax returns for individuals, partnerships, and trusts
• Advising on complex personal tax matters including non-long-term residents, offshore trusts, IHT, and estate planning
• Liaising with HMRC and third parties to ensure smooth delivery
• Providing guidance and support to junior colleagues and trainees
• Reporting to Directors and Partners

Client Base Includes:

• UHNW and HNW individuals
• Entrepreneurs and OMB owners
• Non-domiciled and internationally mobile clients
• Multi-generational family wealth structures
• Media, entertainment, and arts clients (royalties, IP income)
• Offshore trusts and estates

What You'll Need:

• CTA qualified (or equivalent)
• Strong UK personal tax background at Manager level or above
• Experience with non-domiciled clients and/or trusts highly desirable
• IHT and probate experience advantageous
• Confident managing client relationships independently
• Familiar with CCH (advantageous but not essential)
• Available at short notice (immediate or near-immediate start preferred)

The Details:

• Duration: ~3 months (with potential to extend)
• Location: Marylebone, Central London
• Working Pattern: Hybrid (approximately 60% office / 40% WFH)
• Start: As soon as possible (July/August)
• Rate: Competitive - to be discussed

Why This Role?

A rare chance to work with an exceptional private client portfolio in a firm with a genuinely collaborative culture, strong social calendar (Thursday drinks, team events, quiz nights), and a Central Marylebone location with excellent transport links. The quality of clients and complexity of work is outstanding for a firm of this size.

Interested?
If you're an experienced Private Client Tax Manager available for an interim assignment at short notice, I'd love to hear from you. Kate Green kate.green@pro-finance.co.uk / 07580 216 907

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