Private Client Tax Manager

This Private Client Tax Manager role offers the chance to lead a substantial client portfolio at a respected mid-tier accountancy practice in London's West End. You'll provide strategic tax guidance to high-net-worth individuals and owner-managed businesses while supporting the partnership team on complex advisory matters. The position combines hands-on client management with mentoring responsibilities, appealing to an experienced tax professional ready to progress into a leadership capacity. Working in a collaborative environment that values individual contribution, you'll tackle diverse tax challenges across compliance and planning disciplines. The firm's hybrid setup and supportive culture create space for both career development and work-life balance.

Key Responsibilities

• Oversee and manage a portfolio of approximately 100 high-net-worth and owner-managed business clients, ensuring consistent service delivery and relationship development
• Deliver comprehensive tax advice covering both compliance obligations and strategic planning across multiple client circumstances
• Coordinate with senior managers and partners to meet client deadlines and manage expectations, escalating any delivery concerns with proposed solutions
• Provide regular updates to partners regarding client matters, concerns and strategic direction, incorporating their guidance appropriately
• Develop and implement proactive tax strategies and innovative solutions tailored to individual client situations
• Participate in business development activities including new client meetings and proposal preparation
• Train and supervise junior staff members, delegating work effectively and providing constructive feedback on performance
• Monitor work-in-progress, billing accuracy and fee recovery for your client portfolio, maintaining financial accountability

Requirements

• CTA qualification or equivalent advanced tax credential demonstrating technical competency
• Proven experience managing a client portfolio and delivering projects within agreed timescales and budgets
• Demonstrated ability to review and quality assure work produced by junior colleagues with constructive feedback
• Track record of building and maintaining strong client relationships in a private client tax environment
• Experience working across both tax compliance and advisory services within an accountancy practice

Benefits

• Private medical insurance coverage
• 24 days annual leave plus bank holidays and 3 additional days over December
• 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
• Hybrid working arrangement with 3 days in office and 2 days remote
• Modern office space in Fitzrovia, London