Private Client Tax Manager

Pro-Tax; London; Hybrid; GBP 80,000 - 120,000; Full time

Job description

Private Client Tax & Trusts Specialist - London (Hybrid)
Manager, SM, or Director Level

An established, full-service legal practice based in Central London is seeking a Senior Private Client Tax & Trusts Specialist to join its growing Private Client department. The firm is known for its collaborative and supportive culture, with a strong reputation in the market for providing high-quality legal and tax advisory services to high-net-worth individuals and families.

The Role
Reporting directly to the Head of Private Client Tax, you will take a lead role in delivering and developing in-house tax services, focusing primarily on:

1. Taxation of UK trusts and estates
2. Preparation of trust and estate accounts
3. Inheritance tax and capital gains tax matters
4. UK tax residency and transition issues
5. Advisory work on complex trust arrangements (UK and offshore)
6. Liaising with clients, beneficiaries, and advisors
7. Supporting the transition of tax work currently outsourced to third parties back in-house

If joining at a more senior level, you'll also be expected to contribute to business development and client acquisition initiatives.

The Candidate
We're looking for a highly experienced individual with a strong background in private client tax, trusts, and estates. Ideally:

1. CTA and/or STEP qualified
2. Extensive experience in trust and estate taxation and compliance
3. Strong advisory background with HNW clients
4. Offshore trust knowledge is desirable but not essential
5. Comfortable working independently and collaboratively
6. Commercially minded, with the ability to contribute to business growth

The Firm

1. Medium-sized, London-based law firm with around 60 staff and a single office
2. Known for its close-knit, non-hierarchical culture
3. Private Client department is well-respected and led by a senior practitioner with deep experience in private client tax
4. The firm is transitioning to a limited company structure in April 2025

Work Environment

1. Hybrid working model (typically 3 days in the office)
2. Offices located near Marylebone
3. Face-to-face interviews preferred

Remuneration

1. Competitive salary (£80k-£120k dependent on level, experience and qualifications)
2. Discretionary bonuses
3. Supportive leadership and opportunities for professional growth

To Apply
Please contact Stuart on 07939121917 or by email at [e-mail]

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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.