Private Client TaxPermanentHybrid
Private Client Tax Manager
an accountancy practice·London
About This Role
Join a dynamic mid-tier accountancy practice in London's West End as a Private Client Tax Manager. You'll manage a diverse portfolio of approximately 100 high-net-worth and owner-managed business clients, providing expert tax advice and strategic solutions. This varied role offers plenty of client contact, collaborative working with partners and senior staff, and the opportunity to make a real impact on exciting client projects. The firm values relationships, individual strengths, and career growth within a supportive, family-business ethos environment.
Key Responsibilities
- Manage a portfolio of approximately 100 predominantly high-net-worth and owner-managed business clients
- Provide expert, timely and comprehensive tax advice to clients through face-to-face meetings, phone and email communication
- Build and maintain strong client relationships while ensuring all deadlines and expectations are met
- Delegate and train junior staff to assist with client work and supervise the quality of their output
- Attend new business meetings and assist with developing proposals for prospective clients
- Regularly update Partners on client issues and manage their input appropriately
- Manage work in progress, billing and recoverability for your client portfolio
- Provide proactive and innovative solutions to client tax challenges across compliance and advisory areas
Requirements
- ✓CTA qualified or equivalent professional tax qualification
- ✓Proven experience managing a client portfolio and delivering projects on time and within budget
- ✓Experience reviewing the work of junior staff and providing constructive feedback
- ✓Strong technical knowledge across private client taxation with commercial awareness
- ✓Excellent written and verbal communication skills with ability to explain complex tax matters clearly to clients
Skills
Private Client Tax PlanningHigh Net Worth Individual TaxOwner Managed Business TaxTax Compliance and ReturnsTax AdvisoryClient Relationship ManagementStaff Management and Training
Benefits
- •Private medical insurance
- •24 days annual leave plus bank holidays and 3 additional days over December holidays
- •Cashback scheme for medical expenses
- •Group Life Insurance
- •Mental and Physical Health Support
- •Regular social events and activities including rooftop terrace gatherings
- •Cycle to work scheme
- •Season ticket loans
- •Excellent office space in Fitzrovia
- •Flexible working with 3 days in office and 2 days working from home
- •Supportive environment for career growth and development
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