Private Client Tax Manager

Private Client Tax Advisor - Advisory Focused

Location: Central London (Hybrid - 3 days office / 2 days remote)

Salary: £55,000 - £65,000 + Performance Bonus + Full CTA Support

Job Type: Full-time, Permanent

Are you looking to transition out of baseline compliance and step into a genuinely client-facing, advisory-led seat? A premier, long-established London practice with a 100-year heritage is appointing a Private Client Tax Advisor to join its expanding Private Wealth division.

This position stands out for its high advisory concentration: routine compliance is delegated and overseen, leaving you to focus on high-value strategic planning, cross-tax advisory, and direct client relationship management for HNW entrepreneurs, owner-managed businesses, and internationally mobile individuals.

Key Responsibilities

• Strategic Tax Planning: Deliver bespoke advisory solutions across IHT, CGT, non-domiciled tax structuring, residency, and personal/corporate tax interaction.

• Portfolio Ownership: Act as the main trusted advisor for an entrepreneurial HNW client base, leading client meetings and identifying proactive planning opportunities.

• Compliance Oversight: Review and oversee tax compliance completed by junior staff rather than preparing baseline returns.

• Cross-Disciplinary Work: Collaborate closely with the Corporate Tax division on complex transactional and OMB restructuring projects.

• Practice Growth: Participate in business development, professional networking, and client acquisition initiatives (supported by generous bonus incentives).

About You

• Qualifications: CTA qualified, or CTA student (full financial and study leave support provided).

• Experience: Strong background in UK personal tax gained within practice, with exposure to HNWIs and owner-managed business structures.

• Skills: Commercial mindset, exceptional communication skills, and the confidence to lead client meetings and build long-term advisory relationships.

• Aspiration: Motivated to move away from heavy compliance delivery into a pure advisory role with rapid progression prospects.

What's on Offer

• Competitive Package: Base salary £55,000 - £65,000 (dependent on experience) + performance bonus + business development incentives.

• Full CTA Support: Comprehensive study funding, tuition courses, and paid study leave.

• Agile Culture: Modern hybrid working arrangement (3 days office / 2 days remote).

• Vibrant Environment: Highly collaborative team of ~60 staff featuring regular socials, rooftop gatherings, and industry networking events.

How to Apply

For a confidential discussion or to request a full job specification, please contact Kate Green at kate.green@pro-tax.co.uk.

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