Private Client Tax Manager | Hybrid, High Net Worth

TPF Recruitment Ltd; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid & flexible working

Comprehensive benefits package

Job summary

TPF Recruitment is seeking a Private Client Tax Manager in London to join a growing advisory team. You will manage a diverse portfolio of high net worth clients, delivering expert planning, compliance, and advisory services with exposure to complex projects and partnerships with Partners.

You will mentor junior staff, liaise with HMRC, and contribute to business development within a supportive, collaborative environment offering hybrid working.

Qualifications

• This role requires ACA/ACCA/ATT or CTA qualification, or qualified by experience.
• Strong technical and practical knowledge of UK personal tax legislation.
• Experience advising high net worth individuals, entrepreneurs and trusts.
• Excellent client relationship and stakeholder management skills.
• Strong project management and organizational abilities.
• Experience reviewing tax returns and managing compliance processes.

Responsibilities

• Manage a portfolio of high net worth individuals, business owners, trusts and family wealth clients.
• Deliver high quality personal tax compliance and advisory services.
• Provide advice on income tax, capital gains tax, inheritance tax and trust taxation matters.
• Manage complex tax planning assignments and advisory projects from inception to completion.
• Build and maintain strong client relationships, acting as a trusted adviser.
• Identify tax planning opportunities and provide commercially focused recommendations.
• Support clients with succession planning, estate planning and wealth preservation strategies.
• Review personal tax returns and ensure compliance obligations are met efficiently and accurately.
• Liaise directly with HMRC regarding enquiries, disclosures and technical matters.
• Support the development of junior team members through coaching and technical guidance.
• Collaborate with colleagues across tax, audit and accounting departments to deliver integrated client solutions.
• Contribute to the firm's business development efforts, networking activities and thought leadership content.
• Keep up to date with changes in UK tax legislation and provide relevant updates to clients and colleagues.

Skills

High net worth clients

Client relationship management

Project management

Tax advisory

Tax compliance

Communication skills

Education

ACA/ACCA/ATT/CTA qualification or equivalent

Job description

TPF Recruitment is seeking a Private Client Tax Manager in London to join a growing advisory team. You will manage a diverse portfolio of high net worth clients, delivering expert planning, compliance, and advisory services with exposure to complex projects and partnerships with Partners.

You will mentor junior staff, liaise with HMRC, and contribute to business development within a supportive, collaborative environment offering hybrid working.