Private Client Tax Manager

Private Client Tax Advisor - Advisory Focused

Location: Central London (Hybrid - 3 days office / 2 days remote)

Salary: £55,000 - £65,000 + Performance Bonus + Full CTA Support

Job Type: Full-time, Permanent

Are you looking to transition out of baseline compliance and step into a genuinely client-facing, advisory-led seat? A premier, long-established London practice with a 100-year heritage is appointing a Private Client Tax Advisor to join its expanding Private Wealth division.

This position stands out for its high advisory concentration: routine compliance is delegated and overseen, leaving you to focus on high-value strategic planning, cross-tax advisory, and direct client relationship management for HNW entrepreneurs, owner-managed businesses, and internationally mobile individuals.

Key Responsibilities

• Strategic Tax Planning: Deliver bespoke advisory solutions across IHT, CGT, non-domiciled tax structuring, residency, and personal/corporate tax interaction.

• Portfolio Ownership: Act as the main trusted advisor for an entrepreneurial HNW client base, leading client meetings and identifying proactive planning opportunities.

• Compliance Oversight: Review and oversee tax compliance completed by junior staff rather than preparing baseline returns.

• Cross-Disciplinary Work: Collaborate closely with the Corporate Tax division on complex transactional and OMB restructuring projects.

• Practice Growth: Participate in business development, professional networking, and client acquisition initiatives (supported by generous bonus incentives).

About You

• Qualifications: CTA qualified, or CTA student (full financial and study leave support provided).

• Experience: Strong background in UK personal tax gained within practice, with exposure to HNWIs and owner-managed business structures.

• Skills: Commercial mindset, exceptional communication skills, and the confidence to lead client meetings and build long-term advisory relationships.

• Aspiration: Motivated to move away from heavy compliance delivery into a pure advisory role with rapid progression prospects.

What's on Offer

• Competitive Package: Base salary £55,000 - £65,000 (dependent on experience) + performance bonus + business development incentives.

• Full CTA Support: Comprehensive study funding, tuition courses, and paid study leave.

• Agile Culture: Modern hybrid working arrangement (3 days office / 2 days remote).

• Vibrant Environment: Highly collaborative team of ~60 staff featuring regular socials, rooftop gatherings, and industry networking events.

How to Apply

For a confidential discussion or to request a full job specification, please contact Kate Green at .

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.