Private Client Tax Manager

Overview

In this Tax Manager role, you will lead the delivery of private client advisory work, writing reports and guiding client discussions for a portfolio of high net-worth individuals and partnerships. You will supervise junior staff, oversee UK tax return processes, and drive efficiency across the team. The role involves direct client contact and collaboration with professional advisers, with opportunities to shape the private client offering and contribute to process improvements. You will work from either City or Romford office, partnering with partners and directors to win new work and develop talent.

Responsibilities

• Support partners and directors in running the team and winning new work
• Manage a portfolio of clients with diverse income sources and deliver technical advisory work
• Handle one-off advisory and compliance assignments
• Act as key client contact and manage relations with high-net-worth individuals and large partnerships
• Oversee UK tax return filing for a broad client base
• Monitor team progress against targets and contribute to staff appraisals and development
• Provide feedback and coaching to junior staff and run technical training sessions
• Ensure high-quality output and drive efficiency improvements within the team

Key requirements

• ATT and/or CTA qualification or equivalent
• Strong private client tax experience
• Broad technical knowledge across personal tax, trusts and inheritance tax planning
• Experience delivering personal tax advisory work and bespoke client advice
• Portfolio management experience with high-net-worth clients and owner-managed businesses
• Confidence in direct client, adviser, and HMRC engagement
• Experience leading, coaching and reviewing junior team members
• Strong commercial awareness and ability to explain complex tax matters clearly
• Proactive business development and client relationship-building
• Experience managing WIP, billing and deadlines in a professional services setting
• Excellent communication, relationship-building and presentation skills

• excellent communication
• relationship-building
• presentation skills
• personal tax
• trusts and inheritance tax planning
• capital gains tax issues

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