Private Client & Corporate Tax / Mixed Tax Senior / Manager

Clark Wood; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading company is seeking an experienced Tax Senior or Manager to join their private client team in London. This role involves managing a portfolio of high-net-worth individuals and providing comprehensive personal tax services. The ideal candidate will be CTA/ACA/ACCA qualified and possess strong communication skills. The position offers hybrid working flexibility and a supportive environment for professional development.

Benefits

Competitive salary based on experience

Supportive environment for professional development and progression

Hybrid working – minimum 2 days per week in the office

Qualifications

• Strong experience managing a portfolio of private clients in a tax-focused role.
• Confident handling both compliance and advisory work.
• Able to work independently while contributing to a close-knit team.

Responsibilities

• Managing a portfolio of approx. 200 HNW individuals, including entrepreneurs and family offices.
• Preparing and reviewing self-assessment tax returns and other personal tax filings.
• Providing tailored tax planning and advisory services on a wide range of matters.

Skills

Communication

Interpersonal Skills

Detail-oriented

Organised

Commercial Awareness

Education

CTA

ACA

ACCA

Job description

Contact:

David Elliot

Contact email:

[e-mail]

Contact phone:

07538 908463

Published:

1 day ago

Expiry date:

2025-07-31

Startdate:

ASAP

Consultant:

David Elliot

Location: City of London – Hybrid Working (2 Days in Office)

About the Role

We are seeking an experienced and motivated Tax Senior or Manager to join our growing private client team. In this role, you will take ownership of a mixed portfolio of around 200 high-net-worth individuals, providing a comprehensive range of personal tax services including compliance, advisory, planning, and HMRC enquiry management.

This is a fantastic opportunity for someone looking to progress in a client-facing role that offers both autonomy and support in a collaborative, high-quality environment.

Managing a portfolio of approx. 200 HNW individuals, including entrepreneurs, property owners, and family offices

Preparing and reviewing self-assessment tax returns and other personal tax filings

Providing tailored tax planning and advisory services on a wide range of matters (residency, CGT, IHT, trusts, etc.)

Leading or supporting in HMRC enquiries and voluntary disclosures

Liaising directly with clients, legal advisers, and HMRC

Mentoring junior staff and assisting in their development

Keeping up to date with legislative changes and sharing insights with clients and the wider team

CTA and/or ACA/ACCA qualified (or equivalent experience)

Strong experience managing a portfolio of private clients in a tax-focused role

Confident handling both compliance and advisory work

Excellent communication and interpersonal skills

Detail-oriented, organised, and commercially aware

Able to work independently while contributing to a close-knit team

What We Offer

Competitive salary based on experience

Hybrid working – minimum 2 days per week in the office

Supportive environment for professional development and progression

If you're looking for a well-rounded role with high-quality clients, hybrid flexibility, and long-term career growth, we’d love to hear from you.

If this specific vacancy is not quite what you are looking for, please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500 in vouchers if we assist them in securing a permanent role