Private Client Tax Manager

Pro-Tax; City Of London; In loco; GBP 55.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance bonus

CTA study support

Hybrid working

Networking events

Descrizione del lavoro

Pro-Tax in Central London is seeking a Private Client Tax Advisor with an advisory focus. This hybrid role (3 days in the office / 2 days remote) offers a competitive salary and a clear progression path.

You will deliver bespoke UK personal tax planning for a high-net-worth client base, lead client meetings, and collaborate with Corporate Tax on cross-functional transactions. Full CTA study support and performance bonuses are included.

Competenze

• CTA qualified or CTA student with full financial and study leave support.
• Strong background in UK personal tax within practice, with exposure to HNWIs and owner-managed business structures.
• Commercial mindset with excellent communication and leadership in client meetings.

Mansioni

• Deliver bespoke advisory solutions across IHT, CGT, non-domiciled etc.
• Lead client meetings with HNW individuals and owner-managed groups.
• Oversee compliance work prepared by juniors rather than doing baseline returns.
• Collaborate with Corporate Tax on complex transactions and restructurings.
• Support business development and client acquisition initiatives with bonus incentives.

Conoscenze

UK personal tax

Client management

Advisory focus

Communication skills

Formazione

CTA qualification or CTA student

Descrizione del lavoro

Private Client Tax Advisor - Advisory Focused
Location: Central London (Hybrid - 3 days office / 2 days remote)
Salary: £55,000 - £65,000 + Performance Bonus + Full CTA Support
Job Type: Full-time, Permanent

Key Responsibilities

• Strategic Tax Planning: Deliver bespoke advisory solutions across IHT, CGT, non-domiciled tax structuring, residency, and personal/corporate tax interaction.


• Portfolio Ownership: Act as the main trusted advisor for an entrepreneurial HNW client base, leading client meetings and identifying proactive planning opportunities.


• Compliance Oversight: Review and oversee tax compliance completed by junior staff rather than preparing baseline returns.


• Cross-Disciplinary Work: Collaborate closely with the Corporate Tax division on complex transactional and OMB restructuring projects.


• Practice Growth: Participate in business development, professional networking, and client acquisition initiatives (supported by generous bonus incentives).

About You

• Qualifications: CTA qualified, or CTA student (full financial and study leave support provided).


• Experience: Strong background in UK personal tax gained within practice, with exposure to HNWIs and owner-managed business structures.


• Skills: Commercial mindset, exceptional communication skills, and the confidence to lead client meetings and build long-term advisory relationships.


• Aspiration: Motivated to move away from heavy compliance delivery into a pure advisory role with rapid progression prospects.

What's on Offer

• Competitive Package: Base salary £55,000 - £65,000 (dependent on experience) + performance bonus + business development incentives.


• Full CTA Support: Comprehensive study funding, tuition courses, and paid study leave.


• Agile Culture: Modern hybrid working arrangement (3 days office / 2 days remote).


• Vibrant Environment: Highly collaborative team of ~60 staff featuring regular socials, rooftop gatherings, and industry networking events.

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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.