Private Client Tax Manager

Private Client Tax Manager

Salary: Competitive and based on experience

Location: London

A leading Top 40 accountancy and advisory business is seeking a Private Client Tax Manager to join their highly respected Private Client Tax team in London. This is an exceptional opportunity for you to play a pivotal role in supporting high-net-worth individuals and entrepreneurs, helping them create, manage, and preserve wealth while developing your technical expertise and people leadership skills. The organisation is renowned for its commitment to sustainability, transparency, and responsible governance, as well as its inclusive, people-first culture. You will benefit from flexible hybrid working arrangements, flexitime, and a comprehensive benefits package designed to support your wellbeing and professional growth. If you are passionate about delivering outstanding client service and eager to contribute to the ongoing success of a forward-thinking firm, this role offers the perfect platform for you to thrive.

• Enjoy flexible hybrid working arrangements with flexitime that support your work-life balance and personal commitments.
• Benefit from a comprehensive suite of wellbeing-focused benefits including private medical insurance (with mental health cover), health cash plans, generous pension scheme, group life assurance, cashback savings portal, cycle-to-work scheme, electric vehicle scheme, free mortgage advice, season ticket loan, enhanced family leave policies, and increasing holiday entitlement with promotion.
• Access clear career development pathways with professional qualifications support, internal mentoring and coaching schemes, leadership development programmes, and regular performance conversations tailored to your goals.

What you'll do:

As a Private Client Tax Manager, you will be entrusted with overseeing diverse portfolios of high-net-worth individuals while guiding a talented team of supervisors, seniors, and trainees. Your day-to-day responsibilities will include planning complex client assignments with precision, matching colleagues’ strengths to client needs for optimal outcomes. You will play an integral part in managing expectations both internally and externally—ensuring clients receive exceptional service at every touchpoint. By collaborating closely with department heads on budgets and strategic initiatives, you will help shape the future direction of the team. Your influence will extend beyond technical delivery; you’ll nurture talent through structured feedback mechanisms such as peer reviews and quarterly check-ins. Additionally, you’ll have a hand in recruitment activities that strengthen the department’s capabilities. Success in this role means being proactive about keeping clients informed on regulatory or technical changes that impact their financial affairs while championing an inclusive culture where everyone can flourish.

• Direct work on varied portfolios of high-net-worth clients through a team of assistant managers, seniors, and trainees by providing guidance and oversight.
• Plan client assignments with technical competency in mind by ensuring colleagues are appropriately matched to clients and given opportunities for progression.
• Manage client expectations effectively by maintaining open communication channels and delivering timely solutions.
• Assist heads of department in implementing departmental budgets and new initiatives while sharing technical knowledge via supervisors with seniors and trainees.
• Take an active role in the overall development and progression of your department or team by fostering a supportive environment.
• Ensure clients are consistently satisfied with the service they receive by upholding high standards of care and professionalism.
• Articulate the direction of the firm as set by the Executive Committee so that all team members understand organisational priorities.
• Support the development of direct reports through peer reviews, quarterly feedback loops, contribution assessments, and ongoing mentorship.
• Contribute to building the department through involvement in recruitment processes and people initiatives.
• Keep the client base fully informed of any technical updates that may affect their affairs by proactively communicating relevant changes.

What you bring:

To excel as a Private Client Tax Manager in this esteemed organisation, you will bring substantial experience managing complex portfolios for high-net-worth individuals or entrepreneurial clients within accountancy or advisory settings. Your background should reflect not only advanced technical proficiency but also genuine enthusiasm for nurturing others’ growth—whether through formal leadership roles or informal mentorship. You are adept at navigating intricate tax matters while remaining approachable and considerate towards colleagues at all levels. Your interpersonal sensitivity allows you to foster harmonious relationships even when resolving challenging situations. A collaborative spirit underpins your approach; you value shared success over individual accolades. You are committed to continuous learning—both for yourself and those around you—and take pride in upholding ethical standards that inspire trust among clients and peers alike. Your ability to communicate complex information clearly ensures that both clients and team members feel supported throughout every engagement.

• Hold CTA qualification or possess equivalent experience (QBE) demonstrating deep tax expertise relevant to private clients.
• Demonstrate all competencies expected at Assistant Manager level within private client tax services.
• Showcase proven experience as both a people leader and technical expert within accountancy or advisory environments.
• Have managed a varied portfolio of private clients including high-net-worth individuals or entrepreneurs.
• Display ability to explore possibilities creatively when developing bespoke strategies for complex client needs.
• Exhibit capability to direct teams effectively while influencing positive outcomes across multiple stakeholders.
• Possess strong interpersonal skills enabling you to interact empathetically with colleagues and resolve conflict constructively.
• Maintain a mindset focused on seizing opportunities for improvement while recognising individual strengths within your team.
• Uphold rigorous standards in all aspects of client service delivery reflecting integrity and professionalism.

What sets this company apart:

This organisation stands out as one of the UK’s most respected accountancy firms thanks to its unwavering commitment to balancing profit with positive impact—a philosophy reflected in its B Corp certification. With over 130 years’ heritage yet firmly focused on modern values like sustainability, transparency, inclusion, and responsible governance, it offers an environment where everyone can thrive regardless of background or identity. Employees enjoy flexible hybrid working options alongside flexitime arrangements that respect personal commitments outside work. The benefits package is thoughtfully curated: private medical insurance (including mental health cover), health cash plans for everyday healthcare costs (dental/optical/physio), generous pension contributions for long-term security, group life assurance for peace of mind, cashback savings portals offering discounts across hundreds of retailers, sustainable transport schemes (cycle-to-work/electric vehicles), free mortgage advice for home-buyers’ journeys, season ticket loans easing travel expenses, enhanced family leave policies supporting diverse needs—and holiday entitlements that grow as your career progresses. Professional development is prioritised through clear progression frameworks; study time/funding for qualifications; internal mentoring/coaching/buddying; leadership programmes; plus regular check-ins driven by your ambitions rather than rigid metrics. Above all else: this is a place where collaboration is celebrated; integrity is non-negotiable; excellence is pursued collectively; fun is encouraged—and everyone’s voice matters.

What's next:

If you are ready to make a meaningful difference in private client tax management within an inclusive workplace that values your expertise—this is your moment!

Apply today by clicking on the link provided—your next rewarding career move awaits.