Private Client Tax Manager

Private Client Tax Manager

Location: London (Smart Working — Core Hours 10:00 AM – 4:00 PM)

Role Type: Full-time, Permanent

Compensation: Competitive Salary + Comprehensive Benefits Package

About the Role

We are seeking a driven and technically strong Private Client Tax Manager to join our established Private Client Tax team. This position offers a dynamic mix of personal tax compliance oversight and complex advisory work for a high-profile client portfolio.

You will act as the key client manager for a diverse range of clients—primarily with international affairs—including High-Net-Worth Individuals (HNWIs), Foreign Income and Gains (FIG) users, trust settlors, and beneficiaries.

Working closely with Directors and Partners, you will deliver exceptional client service while actively contributing to business development and team progression.

Key Responsibilities

Portfolio & Client Management: Serve as the primary contact for a diverse international client portfolio, managing relationships, expectations, and day-to-day queries.
Compliance Oversight: Oversee end-to-end tax compliance services, including information gathering, reviewing tax returns prepared by trainees, submitting returns to HMRC, and managing WIP/billing.
Advisory Services: Deliver varied and challenging tax planning and advisory solutions under the guidance of Partners and Directors.
Business Development & Marketing: Support firm growth by writing technical tax articles, producing client updates, identifying planning opportunities, and attending networking events.
Technical & Team Support: Provide internal technical tax advice to colleagues, coach junior team members, and review trainee work to support continuous learning.

What We Are Looking For

Qualifications: ATT qualified and ideally CTA qualified with a minimum of 3 years’ post-qualification experience within a UK professional services firm. (CTA qualification or willingness to complete is a bonus).
Technical Experience: Solid experience advising international private clients, HNWIs, and trusts on UK tax matters.
Software Proficiency: Excellent IT skills, ideally with hands-on experience using Digita.
Practice Management: Proven ability to manage conflicting priorities, strict deadlines, and financial metrics (WIP/billing).
Communication & BD: Strong analytical, written, and verbal communication skills, with the commercial mindset to spot planning opportunities and support firm marketing.
Mindset: Proactive, enthusiastic, and collaborative team player committed to excellence.

What We Offer

We believe in supporting our people with a flexible, balanced, and rewarding work environment:

Work-Life Balance: Smart Working model with flexible core hours (10:00 AM – 4:00 PM).
Generous Leave: 26 days annual leave + bank holidays.
Financial Security: Discretionary annual bonus scheme, interest-free season ticket loan, and a 4% or 5% matched pension plan.
Health & Wellbeing: Private Medical Insurance (PMI), Dental Insurance, Health Cash Plan, cycle-to-work scheme, healthcare assessments, and Employee Assistance Programme (EAP).
Family Support: Enhanced Maternity, Paternity, and Shared Parental Leave packages.
Culture & Development: Annual summer away day, regular social events, and active support for your long-term career progression.