Private Client Tax Manager

About This Role

Key Responsibilities

• Manage a portfolio of approximately 100 predominantly HNWI and OMB clients, delivering expert tax compliance and advisory services
• Build and nurture strong client relationships through face-to-face meetings, phone and email support, ensuring timely and comprehensive advice
• Work across the firm with Partners and senior colleagues to meet deadlines, flag delivery issues early, and propose solutions
• Delegate and supervise junior staff, providing training, feedback and oversight of their work
• Attend new business meetings and contribute to client proposals
• Manage WIP, billing and recoverability for your portfolio, and handle general administration as required
• Proactively identify innovative solutions to client tax challenges

Requirements

• ✓CTA qualified with a track record as a technical all-rounder in private client tax
• ✓Experience managing client portfolios and projects to deliver quality outcomes on time and within budget
• ✓Strong ability to review others work, provide constructive feedback and support junior team members
• ✓Excellent communication skills, both written and verbal, with the ability to explain technical matters clearly to clients
• ✓Commercial awareness, self-starter mentality, and the ability to work confidently in a fast-paced environment
• ✓Passion for client service and a genuine desire to expand your technical knowledge

Benefits

• •Competitive salary
• •Hybrid working: 3+ days in office, 2 days at home
• •Private medical insurance
• •24 days annual leave plus bank holidays and 3 additional December days
• •Group life insurance
• •Mental and physical health support
• •Cycle to work scheme
• •Season ticket loans
• •Regular social events
• •Excellent office space in Fitzrovia