Private Client Tax Manager, London

Taxation; Greater London; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Bonus scheme

Benefits package

Hybrid work 2–3 days

Job summary

Taxation in London is seeking a CTA-qualified Personal Tax Manager or senior Assistant Manager to lead strategic private client tax work. You will manage IHT, CGT, trusts and succession planning while building strong client relationships.

Based in central London with hybrid work 2–3 days weekly, the role offers a competitive salary up to £75k plus benefits and a generous bonus scheme. Career progression toward Senior Manager/Director is encouraged.

Qualifications

• CTA qualified personal tax professional.
• Experience in private client tax is desirable.
• Strong understanding of UK personal tax rules.

Responsibilities

• Undertake personal tax planning and compliance work.
• Advise on IHT, CGT, trusts, APR/BPR and succession planning.
• As a client relationship manager, liaise with clients and advisers.

Skills

Client relationships

Tax planning

Personal tax compliance

IHT knowledge

CGT knowledge

Education

CTA qualification

Job description

This is a great opportunity for a CTA qualified personal tax Manager or top-end Assistant Manager to take on a strategic role with one of London’s premier Private Client Tax teams.

Our client is an independent (non-PE-backed) accountancy firm, that has built a premier offering to HNW/UHNW individuals, family offices, FICs and multi-generational families.

The role will involve undertaking a broad range of personal tax planning and compliance work including advising on IHT, CGT, trusts, APR/BPR and succession planning. As a key client relationship manager, you’ll liaise directly with both clients and their third-party advisers.

Supported by a respected team of CTAs and high-profile Partners, you’ll be encouraged to develop your career towards Senior Manager and Director grades.

This is a friendly and sociable team, based in central London but embracing hybrid working 2-3 days a week. Salary will be dependent on experience but their Manager band runs up to £75k plus benefits and a generous bonus scheme.