Private Client & Corporate Tax / Mixed Tax Senior / Manager

Clark Wood; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A private client advisory firm in the City of London seeks an experienced Tax Senior or Manager to manage portfolios for high-net-worth individuals. The role involves preparing and reviewing tax returns, providing advisory services, and mentoring junior staff. Offering hybrid working and a supportive environment, this position is ideal for candidates with relevant UK accountancy practice experience.

Benefits

Competitive salary

Professional development opportunities

Hybrid working

Qualifications

• Strong experience managing a portfolio of high-net-worth individuals.
• Confident in compliance and advisory tasks.
• Able to work independently and in a team.

Responsibilities

• Manage a portfolio of high-net-worth individuals.
• Prepare and review self-assessment tax returns.
• Provide tailored tax planning and advisory services.
• Lead or support in HMRC enquiries and disclosures.
• Liaise with clients and legal advisers.
• Mentor junior staff.

Skills

Managing a portfolio of private clients

Tax planning and advisory services

Communication and interpersonal skills

Attention to detail

Organisational skills

Education

CTA or ACA/ACCA qualified (or equivalent)

Job description

We are seeking an experienced and motivated Tax Senior or Manager to join our growing private client team in the City of London, with hybrid working (2 days in office).

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

Responsibilities:

• Managing a portfolio of approximately 200 high-net-worth 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.

Requirements:

• 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.

Note: This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

We are an equal opportunities employer and welcome applications from all qualified candidates.