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TPF Recruitment

Private Client Tax Manager

TPF Recruitment

Private Client Tax Manager managing a diverse portfolio of high-net-worth individuals and trusts. Delivering compliance and advisory services within a supportive team culture at a leading firm.

Posted 6/27/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • Private Client Tax Manager - Advisory 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

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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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