Private Client Tax Manager - Hybrid

Overview

In this role you will lead a diverse private client tax portfolio for high-net-worth individuals, business owners, trusts and estates within a SME-focused practice. You will deliver compliant work and bespoke advisory solutions, coach junior staff, and collaborate with senior leadership on complex planning matters. The position blends hands-on tax compliance with strategic advisory, in a supportive, people-centered culture. You will work across a range of tax issues and help shape client relationships and offerings. This is a chance to impact client outcomes while growing with a respected top-tier firm.

Pay / Benefits

• Hybrid and flexible working
• Birthday leave and enhanced holiday package
• Professional subscription support
• Access to exciting client work, both compliance and advisory
• Clear career progression in a top-tier firm with a supportive team culture

Responsibilities

• Manage a portfolio of private clients and address advisory needs
• Act as main client contact and build long-term relationships
• Review and oversee self-assessment tax returns, IHT, CGT, and trust returns
• Deliver bespoke tax planning solutions including inheritance tax and estate planning
• Lead or support advisory projects alongside partners
• Supervise, support, and develop junior team members
• Stay updated on legislation and communicate changes internally and to clients

Key requirements

• CTA / ACA / ACCA qualified (or equivalent)
• Significant experience in private client tax within an accountancy practice
• Strong technical knowledge of UK personal tax legislation
• Ability to manage and advise high-net-worth individuals and complex personal tax affairs
• Strong interpersonal skills and experience mentoring junior staff

• Strong interpersonal skills
• Mentoring and coaching junior staff
• Client relationship management
• UK personal tax legislation
• Self-assessment tax returns
• IHT

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