Private Client Technical advisor

JR United Kingdom; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A national law firm is seeking a Technical Private Client Tax Senior Manager in London. This role will focus on delivering tailored tax advisory services to high-net-worth individuals and managing partner relationships, without the expectation of client acquisition. Strong qualifications in ACA, ACCA, or CTA are necessary, along with substantial advisory experience.

Qualifications

• Strong private client tax advisory experience.
• In-depth knowledge of taxation for high-net-worth individuals.
• Experience leading projects on trusts and estates.

Responsibilities

• Provide specialist tax support and chargeable advice.
• Supervise less experienced colleagues.
• Lead on complex personal tax matters.

Skills

Tax Advisory

Client Management

Regulatory Knowledge

Education

ACA

ACCA

CTA

Job description

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Private Client Technical advisor, london (city of london)

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Client:

Brewer Morris

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

Role: Technical Private Client Knowledge Senior Manager

Our client is a national law firm and their Private Client Team is one of the largest in the UK, managing tax affairs for individuals, non-doms, trustees, partnerships, charities, sole traders, and family businesses.

the team is looking for a Private Client Tax Senior Manager to join the growing team. This role involves supporting lawyers and accountants in delivering tailored tax advisory services to high-net-worth individuals. However you are not expected to bring in new clients or manage your own portfolio.

Responsibilities include:

• Providing specialist tax support and chargeable advice to colleagues.
• Sharing technical tax knowledge and supervising less experienced colleagues.
• Leading on complex personal tax matters, including Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and International clients.
• Ensuring adherence to regulatory requirements and maintaining up-to-date tax knowledge.
• Participating in strategic planning and business development initiatives.

Requirements:

• ACA, ACCA, or CTA qualified with strong private client tax advisory experience.
• In-depth knowledge of taxation for high-net-worth individuals and wealth protection structures.
• Experience in leading projects and advising on trusts and estates.
• Ability to manage a complex client portfolio and collaborate on technical and risk matters.