Private Client Tax Manager

Clear IT Recruitment; City Of London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A respected professional services firm in London seeks a tax consultant to manage a portfolio of private clients. Responsibilities include advising on personal tax, reviewing returns, and mentoring junior staff. The ideal candidate will have an ATT, CTA, ACA, or equivalent qualification and experience in personal tax matters. Excellent interpersonal skills are essential. Competitive compensation offered.

Qualifications

• Experience in preparing and reviewing UK personal tax returns.
• Strong understanding of tax matters affecting private clients.
• Confidence reviewing others' work and supporting junior team members.

Responsibilities

• Manage a portfolio of private clients and review all related tax work.
• Provide personal tax advisory and compliance support.
• Identify tax planning opportunities and coordinate with internal teams.

Skills

Tax advisory

Interpersonal communication

Team mentorship

Education

ATT, CTA, ACA or equivalent qualification

Job description

Overview

My client is a respected Top 30 professional services firm with a specialist private client tax team advising high-net-worth individuals, families, and their structures on complex tax and wealth matters. The team focuses on providing bespoke advice around personal and family assets, helping clients minimise liabilities and navigate key financial decisions.

Responsibilities

• Manage a portfolio of private clients and review all related tax work
• Provide personal tax advisory and compliance support
• Mentor junior staff and provide feedback and oversight
• Identify tax planning opportunities and coordinate with other internal teams
• Support client relationship development and contribute to business growth

What You\'ll Need

• ATT, CTA, ACA or equivalent qualification
• Experience in preparing and reviewing UK personal tax returns
• Strong understanding of tax matters affecting private clients
• Confidence reviewing others\' work and supporting junior team members
• Excellent interpersonal and communication skills

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.