Private Client Tax Advisor for HNW & Entrepreneurs

PRO TAX

Reading

On-site

GBP 60,000 - 90,000

Full time

3 days ago
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Job summary

PRO TAX is seeking a Private Client Tax Manager to join its growing national Private Client team. You will lead advisory projects for a sophisticated portfolio of high-net-worth individuals, entrepreneurs and executives, across the UK and international clients.

The role focuses on high-quality personal tax advice, residence and domicile, and tax planning opportunities, building long-term client relationships, and contributing to the growth of the private client practice.

Qualifications

  • Strong technical personal tax knowledge and a desire to develop advisory expertise.
  • Experience working with HNW individuals, entrepreneurs or privately owned businesses.
  • Excellent client-facing and relationship-building skills.
  • Strong commercial awareness and ability to identify opportunities.
  • A curious, proactive approach and enthusiasm for complex private client work.

Responsibilities

  • Lead advisory engagements for private client portfolios.
  • Provide high-quality personal tax advice to HNW clients.
  • Develop and maintain trusted client relationships.
  • Support business development and practice growth.
  • Oversee compliance work and ensure quality service.

Skills

Personal tax advisory
Relationship-building
Client-facing skills
Commercial awareness

Education

ATT, CTA, ACA or ACCA

Job description

PRO TAX is seeking a Private Client Tax Manager to join its growing national Private Client team. You will lead advisory projects for a sophisticated portfolio of high-net-worth individuals, entrepreneurs and executives, across the UK and international clients.

The role focuses on high-quality personal tax advice, residence and domicile, and tax planning opportunities, building long-term client relationships, and contributing to the growth of the private client practice.

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