Private Client tax Manager OMB - West End

Private Client Tax Manager

West End, London | £70,000 - £75,000 + Excellent Benefits

A well-established and highly regarded accountancy firm based in London's West End is seeking an experienced Private Client Tax Manager to join its growing Private Client Tax team.

This is a hands-on role offering exposure to complex UK private client and owner-managed business (OMB) work, with a strong mix of compliance and advisory.

The Role

You will manage a portfolio of complex private client cases, working closely with Partners on both compliance and planning matters. The position offers genuine advisory exposure while retaining technical depth.

Key responsibilities include:

• Managing a portfolio of UK private clients, OMBs and HNWIs
• Preparing and reviewing personal tax returns
• Identifying advisory opportunities across your portfolio
• Supporting Partners on technical advisory projects
• Reviewing work prepared by junior team members and providing technical guidance
• Managing client relationships throughout the full lifecycle

This role does not involve formal line management, allowing you to focus on technical excellence and client delivery.

Client Base & Technical Focus

The firm works predominantly with UK-based OMBs, shareholders and business owners, alongside high net worth individuals. Current areas of focus include:

• Inheritance Tax (IHT) planning and rule changes
• Shareholder and employment tax matters
• Trust taxation (desirable)
• Family investment companies
• Property-related tax issues
• Making Tax Digital developments
• Some international residence and domicile matters (beneficial but not essential)

About You

• Strong UK private client and OMB tax experience (essential)
• CTA qualified preferred, but Qualified by Experience (QBE) candidates will be considered
• Solid practical technical knowledge with a commercial mindset
• Experience reviewing junior staff work
• Proactive, curious and confident identifying planning opportunities
• An understanding of accounts would be advantageous

Package

• £70,000 - £75,000 depending on experience
• Excellent benefits package
• Prime West End location
• Strong advisory focus and career development opportunity

This is an excellent opportunity for an ambitious Private Client Tax professional seeking complex UK OMB work within a respected London firm. To apply contact John at John.corfield@pro-tax.co.uk

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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.