Senior Manager - Private Client Tax

Pro-Tax; City Of London; Hybrid; GBP 85,000; Full time

Job summary

A leading tax advisory firm in London is seeking a Senior Tax Manager to provide personal tax advisory services to high-net-worth clients. The ideal candidate will be CTA qualified and have strong experience in areas like CGT and IHT. This role offers a hybrid work model and significant opportunities for career progression. The firm values diversity and encourages applicants from all backgrounds.

Qualifications

• Strong experience in personal tax planning, including CGT and IHT.
• Ability to manage a portfolio of clients, particularly UHNWIs.
• Experience in working with trusts and domicile advice.

Responsibilities

• Advise on personal tax planning issues for high-net-worth individuals.
• Oversee compliance work for a team of junior CTAs.
• Engage in networking and business development activities.

Skills

Advisory skills

Client management

Tax planning knowledge

CGT, IHT expertise

Education

CTA qualified

Job description

Senior Tax Manager

Private Client Tax

London / Hybrid

£85,000 plus superb benefits

Our client is a well-respected fast-growing firm. They advise an impressive client base of new and old money, private client list, international families, serial entrepreneurs, business owners and family offices. The profile of the team ensures a steady flow of high-quality personal tax work and the opportunity for a talented CTA qualified Senior Manager to advise on a broad range of personal tax planning issues. The team is growing and keen to appoint a Manager with strong experience of providing CGT, IHT, trusts and domicile advice.

The role will involve technical ad‑hoc advisory projects, working alongside some of the firm's leading Private Client partners, as well as overseeing the compliance on a portfolio of UHNWIs (reviewing the work of a team of junior CTAs). There is scope to get involved with marketing, networking and business development activities if one wishes and the role is very much client‑facing, as a key point of contact. There is a real career opportunity to progress towards Director and Partner level, in an environment that offers a supported pathway.

The firm has adopted hybrid working and flexible hours, with most of the team in the office three days a week on average.

If you'd like to find out more about this opportunity and to request a full job description, just contact John at Pro Tax at [e-mail]

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 your recruitment process enables you to present yourself in a way that makes you comfortable.