Private Client Tax Manager - City

Pro‑Recruitment Group

Greater London

Hybrid

GBP 62,000 - 74,000

Full time

8 days ago

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Benefits offered by this job

Flexible benefits
Hybrid working model

Job summary

Pro-Recruitment Group is seeking a Private Client Tax Manager in City of London, offering 1-2 days in the office and a salary of £62,000 - £74,000 plus excellent benefits. You will manage a high‑quality private client portfolio, focusing on complex personal tax planning with high-net-worth individuals and their advisors.

This role suits an existing Manager seeking a challenge or a strong Assistant Manager ready to step up, with mentoring duties and progression within a forward‑thinking firm.

Qualifications

  • ATT qualified with CTA strongly preferred.
  • Strong background in personal/private client tax.
  • Comfortable dealing with HNW clients and stakeholders.
  • Excellent communication of complex tax concepts.

Responsibilities

  • Manage a diverse private client portfolio including HNWIs.
  • Provide complex personal tax planning advice.
  • Be the main contact for clients and external advisors.
  • Mentor junior team members and support their development.
  • Share best practices and contribute to process improvements.

Skills

Personal tax
Client communication
Stakeholder management
Mentoring

Education

ATT qualified
CTA studied/CTA preferred

Job description

Private Client Tax Manager (Experienced Assistant Manager ready to step up also encouraged)

City of London | 1-2 days in the office£62,000 - £74,000 + excellent benefits

A global consulting business based in the heart of the City is looking to hire a Personal Tax Manager to join its well-established and growing Private Client team. This opportunity would suit either an existing Manager seeking a fresh challenge or a strong Assistant Manager ready to take the next step.

You will take ownership of a high-quality and varied private client portfolio, working closely with high-net-worth individuals and their professional advisors. This is a highly client-facing role from day one, with significant exposure to complex personal tax planning and advisory work.

The role:
  • Managing a diverse portfolio of private clients, including HNWIs
  • Providing complex personal tax planning advice in a clear, commercial manner
  • Acting as a key point of contact for clients and external advisors
  • Playing a pivotal role within the local tax team
  • Contributing ideas to improve internal processes and efficiencies
  • Mentoring junior team members and supporting their development
  • Delivering periodic technical training and sharing best practice
The ideal candidate:
  • ATT qualified (CTA qualified or studying towards CTA strongly preferred)
  • Strong background in personal/private client tax
  • Comfortable dealing directly with HNW clients and stakeholders
  • Commercial, articulate, and confident explaining technical issues to non-specialists
  • Keen to develop, progress, and take on broader responsibility

This role offers excellent progression and development opportunities within a supportive and forward-thinking firm, alongside a flexible working model.

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.

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