Private Client Tax Manager - Owner Managed Business

Pro‑Recruitment Group; Greater London; Ibrido; GBP 72.000 - 88.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Excellent benefits

Career progression

Descrizione del lavoro

Pro‑Recruitment Group is seeking a Private Client Tax Manager to join a growing owner‑managed business in London. You will lead personal tax advisory for high‑net‑worth clients, balancing compliance with proactive planning and wealth structuring.

Ideal candidates are ACA or CTA qualified with strong UK personal tax experience, trusts/estates welcome. The role offers hybrid working, broad advisory exposure and clear progression within a supportive, client‑focused firm.

Competenze

• ACA or CTA qualification with strong UK personal tax knowledge.
• Experience advising owner‑managed businesses and high‑net‑worth clients.
• Experience with trusts and estates is advantageous.

Mansioni

• Manage client relationships and oversee personal tax compliance.
• Advise on interaction between business and personal taxation, including tax‑efficient profit extraction.
• Support employee incentives, tax‑advantaged share schemes and EIS matters.
• Advise on succession planning, wealth structuring and family business governance.
• Collaborate with corporate tax, audit and external advisers for coordinated advice.
• Review work, mentor juniors and contribute to the team’s success.

Conoscenze

Client relationship management

UK personal tax

Advisory skills

People mentoring

Formazione

ACA or CTA qualified

Descrizione del lavoro

Private Client Tax Manager - Owner-Managed Business

£80,000 + Excellent Benefits | London | Hybrid Working

Advise entrepreneurs. Build trusted relationships. Take the next step in your leadership career.

Working with business owners means understanding how their personal wealth, business ambitions and family priorities connect. This opportunity puts you at the heart of those conversations.

A growing accountancy firm is looking for a Private Client Tax Manager to join its expanding team, advising owner-managed businesses and their shareholders. With continued growth and recent acquisitions, the firm offers an excellent opportunity to broaden your advisory experience, build lasting client relationships and contribute to the development of its private client offering.

You will manage a varied portfolio of entrepreneurial clients, combining oversight of personal tax compliance with proactive, commercially focused advice on the decisions that matter most to them.

The role

As a trusted adviser to your clients, you will identify planning opportunities and deliver clear, commercially relevant solutions. Your responsibilities will include:

• Managing client relationships and overseeing personal tax compliance.


• Advising on the interaction between business and personal taxation, including tax-efficient profit extraction.


• Supporting clients with employee incentives, tax-advantaged share schemes and EIS matters.


• Advising on succession planning, wealth structuring and family business governance.


• Collaborating with corporate tax, audit and external advisers to deliver coordinated, holistic advice.


• Reviewing work, mentoring junior colleagues and contributing to the team's commercial success.

About you

You will be ACA or CTA qualified, with strong UK personal tax knowledge and substantial mixed tax experience, particularly working with high-net-worth individuals and owner-managed businesses.

You will be confident managing client relationships, identifying advisory opportunities and explaining complex tax matters in a clear, accessible way. You will enjoy working closely with entrepreneurs and helping them make informed decisions about their businesses, wealth and long-term plans.

Experience in trusts and estates would be advantageous.

Why consider this opportunity?

With a salary of £80,000 plus excellent benefits, hybrid working and exposure to a diverse range of advisory matters, this role offers the chance to work closely with entrepreneurial clients while developing your technical expertise and leadership capabilities.

Joining an expanding practice also provides the opportunity to play a meaningful role in the continued growth of its private client offering and progress your career in a supportive, commercially focused environment.

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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.