TPF Recruitment

Private Client Tax Manager – Advisory

TPF Recruitment

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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Salary

💰 £70,000 - £85,000 per year

About the role

  • Manage a portfolio of private clients, ensuring advisory needs are addressed.
  • Act as the key point of contact for clients, developing strong, long-term relationships
  • Review and oversee the preparation of self-assessment tax returns, IHT, CGT, and trust returns
  • Deliver bespoke tax planning solutions including inheritance tax, estate planning, residency, domicile, and succession planning
  • Lead or support on advisory projects alongside partners
  • Supervise, support, and develop junior members of the team
  • Stay up to date with current legislation and communicate changes internally and to clients

Requirements

  • CTA / ACA / ACCA qualified (or equivalent)
  • Significant experience in private client tax within an accountancy practice environment
  • 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.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
self-assessment tax returnsinheritance taxcapital gains taxtrust returnstax planning solutionsestate planningresidencydomicilesuccession planningUK personal tax legislation
Soft Skills
interpersonal skillsrelationship managementmentoringteam supervisioncommunication
Certifications
CTAACAACCA