Private Client Tax Manager

Insite US

Greater London

On-site

GBP 75,000 - 110,000

Full time

40 hours ago
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Benefits offered by this job

3 days WFH
35-hour week
Core hours 10am-4pm
25 days holiday
Flexible benefits
Profit-sharing & discretionary bonus

Job summary

UK Accountancy Firm in London is seeking an experienced Private Client Tax Manager to take ownership of a sophisticated client portfolio, focusing on high-net-worth and internationally connected clients.

This role goes beyond routine compliance, offering advisory work alongside senior leadership, with potential to broaden international tax exposure and handle increasingly complex client matters.

Qualifications

  • ATT/CTA qualified with strong personal tax experience.
  • Experience managing a client portfolio and reviewing junior staff.
  • Broad experience across income tax, CGT and IHT.

Responsibilities

  • Private client tax management of HNW/UHNW portfolios.
  • Personal tax compliance and advisory for trusts, estates, and partnerships.
  • International and cross-border tax matters handling.
  • Direct client and family office exposure; manage and review junior staff.

Skills

Private client tax
Portfolio management
Client relationship management
Tax advisory

Education

ATT/CTA qualified

Job description

PRIVATE CLIENT TAX MANAGERS, this one deserves a look.

A highly respected UK accountancy firm is expanding its London Private Client Tax team and is looking for an experienced Tax Manager to take ownership of a sophisticated client portfolio.

This is a role for someone who enjoys the complexity of private client work - not just preparing returns and moving on.

You'll work with HNW & UHNW individuals, families, trusts, partnerships and internationally connected clients, with plenty of opportunity to get involved in advisory work alongside experienced Senior Managers, Directors and Partners.

The role:

Private Client Tax Manager

  • HNW & UHNW individuals
  • Trusts, estates & partnerships
  • Personal tax compliance & advisory
  • CGT, IHT & income tax planning
  • International and cross-border matters
  • Direct client & family office exposure
  • Management and review responsibilities
  • 3 days WFH
  • 35-hour working week
  • Core hours of 10am-4pm
  • 25 days holiday + flexible benefits
  • Profit-sharing & discretionary bonus
Why it stands out:

You’ll have genuine ownership of your portfolio while working closely with senior leadership on more complex advisory matters.

There’s also scope to develop your international tax exposure, take on increasingly complex clients and build towards the next stage of your career.

The team is looking for someone who is confident with clients, technically strong and ready to take responsibility rather than simply manage a list of compliance deadlines.

Ideal background:

ATT/CTA qualified, with strong personal tax experience and previous responsibility for managing a portfolio and reviewing junior staff.

Broad experience across income tax, CGT and IHT is particularly valuable.

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