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Private Client Tax - Senior / Manager

Pro-Tax

Greater London

Hybrid

GBP 80,000

Full time

Yesterday
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Job summary

A fast-growing specialist tax boutique in Greater London is seeking an experienced Private Client Tax Senior or Manager to oversee a high-quality portfolio of trusts, estates, and private client tax. The role offers hybrid working arrangements, competitive salary, and excellent benefits. Successful candidates will possess a CTA, ACA, or TEP qualification, strong communication skills, and enjoy a mix of compliance and advisory work. This position promises real opportunities for progression within a supportive environment.

Benefits

Competitive salary
Excellent company benefits
Opportunities for progression
Hybrid working

Qualifications

  • Experience in managing a high-quality portfolio covering trusts, estates, and private client tax.
  • Ability to handle trust accounts and tax returns.
  • Competence in personal tax compliance and ad-hoc advisory work.

Responsibilities

  • Manage trust accounts and tax returns.
  • Oversee personal tax compliance.
  • Provide advisory services for estates and trusts.

Skills

Strong communication skills
Client management
Tax compliance
Advisory skills

Education

CTA / ACA / TEP or similar
Job description
Private Client Tax - Senior / Manager
Hybrid / West End of London | Full Time
£80,000 plus excellent company benefits

Our client is a fast-growing specialist tax boutique firm advising UK and international HNWIs, families, and trusts. They are looking for an experienced Private Client Tax Senior or Manager to join their high‑performing team.

The Role

You’ll manage a high‑quality portfolio covering trusts, estates, and private client tax. Work includes:

  • Trust accounts & tax returns
  • IHT & estate returns
  • Personal tax compliance
  • Wide‑ranging ad‑hoc advisory and planning work

Expect varied, interesting work and real responsibility.

About You
  • CTA / ACA / TEP or similar
  • Strong Senior ready to step up, or established Manager seeking progression
  • Confident communicator who can explain complex issues clearly
  • Enjoys a mix of compliance, advisory, and hands‑on client work
Why Join?
  • High‑calibre clients
  • Hybrid working (Kent base + London meetings)
  • Competitive salary & excellent benefits
  • Real opportunities for progression in a supportive, ambitious firm

Apply today and contact John at john.corfield@pro‑tax.co.uk

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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