About the Role
We are looking for an experienced Private Client Tax Manager to develop and manage a portfolio of private clients, overseeing their UK tax compliance and advisory needs. You will deliver a high quality, personal service to clients while supporting partners and collaborating across departments to identify new opportunities for the firm’s services. This role offers an exciting opportunity to manage complex client affairs, mentor junior team members, and contribute to the growth of a highly regarded private client team.
Responsibilities
- Manage a portfolio of private clients, ensuring their UK tax compliance and advisory requirements are met.
- Oversee all assignments related to client affairs, monitoring progress, deadlines, and overall quality.
- Review work prepared by junior team members, providing clear feedback and ensuring accuracy and consistency.
- Liaise with senior team members to monitor client portfolios, including chargeable hours, work in progress levels, billing targets, and the timely completion of annual compliance assignments.
- Support and train more junior staff, helping to resolve issues and ensure ongoing professional development.
- Develop and mentor team members both locally and internationally, maintaining consistent processes and standards.
- Participate in business development activities, assisting with pitches, presentations, and identifying new service opportunities.
- Advise clients on personal tax matters including financial planning, inheritance tax, and wealth structuring.
- Maintain a strong understanding of personal tax regulations and identify planning opportunities for clients.
- Build and develop new client relationships through professional networks and existing contacts.
Requirements
- ATT or CTA qualified, ACA qualified, or equivalent.
- Proven experience preparing, reviewing, and filing UK personal tax returns.
- Strong technical knowledge of tax matters relating to private clients.
- Experience managing and developing team members.
- Excellent interpersonal and networking skills.
- Ability to build strong relationships with clients and colleagues.
- Commercial awareness with a proactive approach to identifying new opportunities.
- Commitment to ongoing professional development and expanding technical knowledge.
About the Company + Why Join
Join a well-established professional services firm known for providing expert tax and advisory services to individuals, families, and businesses. The private client team works closely with clients on key financial decisions, offering bespoke advice on asset management, tax planning, and wealth preservation.
You will be part of a supportive and collaborative environment that values both professional excellence and personal connection. The firm offers excellent opportunities for progression, flexible working arrangements, and a comprehensive benefits package. You will work alongside experienced professionals who are committed to your development, helping you grow your expertise while contributing to the continued success of the team.