Private Client - Senior Tax Manager

Taxation; Greater London; Hybrid; GBP 54,000 - 90,000; Full time

Job summary

Taxation in London seeks a Private Client Tax Senior Manager to take ownership of a diverse client portfolio, advising individuals, trustees, executors and family offices on tax matters. The role blends technical advisory work with strong client relationship management and portfolio oversight.

You will oversee day-to-day portfolio management, delegate work, ensure quality and meet deadlines, while identifying opportunities to grow existing engagements and contribute to business development.

Qualifications

• Substantial experience advising private clients, trustees, executors and family offices on tax matters.
• Strong knowledge of private client tax, trusts and estates.
• Experience managing a client portfolio, including billing and workflow oversight.
• CTA/ACA qualification or equivalent experience.
• Commercial awareness to identify opportunities to grow existing client relationships.
• Excellent communication and relationship management skills.
• Experience reviewing work and coaching junior colleagues.

Responsibilities

• Provide high-quality tax advice to private clients, trustees, executors and family offices.
• Act as the principal contact for an established client portfolio, building trusted relationships.
• Oversee portfolio management, including billing, WIP, workflow planning and delivery.
• Delegate and review work to ensure technical quality and deadlines.
• Identify opportunities to develop additional work from existing clients and support business development.
• Collaborate with colleagues on client matters for proactive service delivery.
• Coach and support junior team members and contribute to their progression.
• Develop your client management and leadership capabilities.

Skills

Private client tax

Trusts & estates

Client relationship management

Mentoring juniors

Education

CTA or ACA

Job description

Private Client Tax Senior Manager

London | up to £90,0000 + excellent benefits | Permanent

A respected professional services firm is seeking an experienced and commercially minded Private Client Tax Senior Manager to join its established private client practice.

This is an opportunity to take ownership of a varied client portfolio, advising individuals, trustees, executors and family offices on their tax affairs. The role combines technical advisory work and client relationship management with portfolio oversight, business development and the development of junior colleagues.

The successful candidate will play an important role in maintaining strong client relationships, identifying opportunities to expand existing engagements and contributing to the continued development of the practice.

THE ROLE

• Provide high-quality tax advice to private clients, trustees, executors and family offices.

• Act as the principal point of contact for an established client portfolio, building trusted and long-term relationships.

• Oversee day-to-day portfolio management, including billing, work in progress, workflow planning and delivery.

• Delegate and review work to maintain technical quality, meet deadlines and deliver an excellent standard of client service.

• Identify opportunities to develop additional work from existing clients and contribute to wider business development initiatives.

• Work closely with colleagues on client matters, bringing a proactive and commercially aware approach to service delivery.

• Coach, mentor and support junior team members, contributing to their development and progression.

• Continue to build your professional profile, with scope to develop your client management and leadership capabilities.

YOUR BACKGROUND

You will be an experienced private client tax professional with strong technical knowledge, sound commercial judgement and the confidence to manage client relationships and engagements independently.

You are likely to demonstrate:

• Substantial experience advising private clients, trustees, executors and family offices on tax matters.

• Strong technical knowledge across private client tax, trusts and estates.

• Experience managing a client portfolio, including billing, delegation, workflow oversight and work in progress.

• A relevant professional qualification, such as CTA or ACA, or equivalent experience.

• Commercial awareness and the ability to identify opportunities to develop existing client relationships.

• Strong communication and relationship management skills, with a commitment to high-quality client service.

• Experience reviewing work and coaching or supporting junior colleagues.

• A proactive and collaborative approach, with the ability to balance technical delivery, client management and business development.

Exposure to estate administration would be advantageous.

A CONVERSATION WORTH HAVING

For a confidential initial discussion about the opportunity, your technical interests and your longer-term career ambitions, contact Maitland Kabir on 0208 064 3129, or email [e-mail] or [e-mail].