Private Client Tax Senior Manager

Clear IT Recruitment; Greater London; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading tax and advisory firm in Greater London is seeking a Private Client Tax Senior Manager to provide specialist tax advice to a diverse range of clients, including trustees and family office heads. The role includes managing a substantial client portfolio and supporting business development efforts. The ideal candidate will be CTA/ACA/ACCA qualified with significant experience in personal tax advisory and client service delivery. Benefits include hybrid working, a generous holiday package, and ongoing mentorship.

Benefits

Hybrid / flexible working

25 days holiday + bank holidays

Pension scheme

Private Medical Insurance & wellbeing support

Qualifications

• Minimum experience managing private client portfolios within practice.
• Proven ability to deliver high-quality client service.
• Experience with estates is desirable.

Responsibilities

• Provide specialist tax advice to clients including trustees and family office heads.
• Manage the day-to-day running of a substantial portfolio.
• Support business development by identifying new opportunities from existing clients.

Skills

Strong personal tax advisory and compliance expertise

Client service delivery

Business development skills

Education

CTA / ACA / ACCA qualified (or equivalent)

Job description

My client is a leading tax, accountancy and business advisory firm built on personal integrity, technical expertise and a collaborative, people-focused culture.

They are currently seeking a Private Client Tax Senior Manager to join their Trusts and Family Office team.

The Role

The successful candidate will provide specialist tax advice to a range of clients, including trustees, executors and family office heads. They will manage the day-to-day running of a substantial portfolio, overseeing delegation, billing, workflow and work in progress.

They will also support business development by identifying new opportunities from existing clients. Strong advisory experience is essential, and experience in estate administration is desirable.

My client offers ongoing mentorship from senior leadership, including soft-skills development, staff management exposure and personal coaching to support progression towards Director / Partner level.

Requirements

• CTA / ACA / ACCA qualified (or equivalent)
• Significant experience managing private client portfolios within practice
• Strong personal tax advisory and compliance expertise
• Proven ability to deliver high-quality client service
• Experience with estates (desirable)

Benefits

• Hybrid / flexible working
• 25 days holiday + bank holidays
• Pension scheme
• Private Medical Insurance & wellbeing support
• Lifestyle and financial perks (d...