Private Client Tax - Senior Manager

ACCA Careers; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

An established accountancy firm in London is seeking a talented Private Client Tax Manager to join their dynamic team. This role offers the opportunity to provide tailored tax advice to ultra-high-net-worth clients, focusing on areas such as Inheritance Tax and Estate Planning. You will lead complex tax planning initiatives while mentoring junior staff and fostering strong client relationships. The firm prides itself on its supportive culture and commitment to employee development, making it an ideal place for professionals eager to make a significant impact in the field of tax advisory.

Benefits

Private Medical Cover

Pension Matching

Enhanced Parental Leave

Career Development Opportunities

Agile Working Environment

Volunteering Days

Wellbeing Initiatives

Qualifications

• Experience in Private Client Tax advisory within an accountancy practice.
• Ability to simplify complex tax concepts for clients.

Responsibilities

• Lead complex tax planning and advisory services for high-net-worth clients.
• Mentor and develop managers and trainees within the team.

Skills

Private Client Tax Planning

Inheritance Tax

Trusts

Estate Planning

Team Management

Client Relationship Management

Business Development

Communication Skills

Education

ACA/ACCA/CTA Qualification

Tools

Microsoft Office (Word, Excel)

Job description

Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work.

If you’re ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading!

We’re looking for aPrivate Client Tax Managerto join our high-performingPrivate Client Tax teamin ourLondon OfficeThis is your chance to be part of an accountancy firm that values its people as much as its clients. If you’re passionate about delivering compliance and advisory services to ultra-high net worth and high net worth individuals, then you could fit right in!

Why Menzies?

At Menzies, ourculture is our cornerstone. We blend technical excellence with genuine care for our people and clients. With 700 colleagues in the UK, we’ve built a culture based on shared values and mutual respect. Here’s why you’ll love working with us:

• People First: Our work-life balance isn’t just talk. From agile working to generous leave, we create space for what matters to you.
• Work with Inspiring Clients: Frommultinational groupsto large corporates across diverse industries, no two days are the same.
• Collaborate Across Borders: Working with our network HLB International to be part of a team that thrives on knowledge-sharing and supporting businesses with global ambitions.
• Innovate with Purpose: We’re always looking for better ways to work—leveraging tech, simplifying complexities, and delivering value.
• Empathy at Our Core: We don’t just serve our clients; we build trusted relationships that stand the test of time.

What’s the Role About?

The successful candidate will join our growingPrivate Client Tax team in London. We are seeking a highly skilled individual to provide tailored tax advice across all aspects of personal taxation for ultra-high-net-worth and high-net-worth clients. You will be responsible for leading complex tax planning and advisory services, including areas such as Non-Dom & International clients, owner-managed businesses, offshore structures, Inheritance Tax, Trusts, and Estate Planning. In this role, you’ll support Tax Partners, Directors, and other senior leaders with intricate enquiries, while identifying opportunities for planning and cross-selling. You will also play a key part in driving business development, managing client relationships, and overseeing HMRC enquiry matters.

What we’re looking for

As a leader within the team, you will mentor and develop managers and trainees, ensuring the delivery of high-quality service. Your responsibilities will also include maintaining strong communication with clients and 3rd parties, reviewing client portfolios to identify additional opportunities, and managing budgets effectively. The ideal candidate will have extensive practical experience in private client tax planning, excellent interpersonal skills, and a strong ability to simplify complex technical points for clients. Proven experience in managing teams and working collaboratively will be key to your success in this role, alongside a proactive approach to business development and relationship-building.

Required work Experience

Are you an ACA / ACCA / CTA qualified tax professional with experience in Private Client Tax advisory within an accountancy practice? We’re looking for someone with expertise in providing tailored tax planning services, including areas such as Inheritance Tax, Trusts, Estate Planning, Non-Dom & International clients, and owner-managed businesses. You should be capable of working independently as well as part of a team, with excellent communication skills to collaborate with senior staff and clients. Proficiency in Microsoft Office, especially Word and Excel, is essential. If you're motivated to take ownership of your role, deliver high-quality service, and have a solid understanding of key tax planning areas while knowing when to seek support, we’d love to hear from you.

Why Join Us?

At Menzies, we know that success starts with our people. That’s why we offer:

• Career Development: From learning opportunities to career coaching, we’ll help you achieve your goals.
• Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few.
• Flexibility That Works for You: Agile working is embedded in our culture.
• Perks That Go Beyond: From volunteering days to wellbeing initiatives, we care about your whole self.

About Menzies

We’re a leading UK accountancy and advisory firm with a passion for supporting businesses across the globe. Our#BrighterThinkingapproach combines finance expertise with strategic commercial insights, helping our clients thrive in an ever-changing world.

Join a firm that’s as ambitious as the businesses we support. Bring your expertise to Menzies and help us deliver brighter thinking, every day.

For further information, and to apply, please visit our website via the “Apply” button below.