Private Client Tax Manager - Advisory - Reading

PRO TAX; Reading; On-site; GBP 60,000 - 90,000; Full time

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

Are you a Private Client Tax Manager looking for a more advisory-focused role, working with a sophisticated portfolio of high-net-worth individuals, entrepreneurs, executives and private equity professionals? We're recruiting for a growing national Private Client team, offering the opportunity to work on complex and interesting advisory projects across a diverse UK and international client base.

The role: You'll take a lead role in advising HNW individuals, families and entrepreneurs on their wider tax affairs, building trusted client relationships and identifying opportunities to deliver additional value. You'll be involved in areas including:

• Providing high-quality personal tax advice to HNW individuals, entrepreneurs and business owners.
• Advising on residence, domicile and remittance issues and wider international tax matters.
• Advising on capital gains, land and property, trusts, estates and partnerships.
• Identifying tax planning opportunities and working alongside specialist teams to deliver joined-up advice.
• Building strong, long-term client relationships and becoming a trusted adviser.
• Supporting business development and contributing to the continued growth of the private client practice.
• Maintaining oversight of compliance work and ensuring clients receive a high-quality service.

About you: We're looking for a qualified ATT, CTA, ACA or ACCA professional with experience in personal/private client tax and a genuine interest in advisory work.

You'll ideally have:

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

This role would suit an experienced Manager looking to increase their advisory exposure.

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.