Private client Tax Manager
Listed on 2026-07-28
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Finance & Banking
Tax Advisor, Tax Manager, Wealth Management, Financial Compliance
Location: Greater London
Newly Qualified Private Client Tax Manager
100% Advisory | No Compliance | Hybrid Working
£Competitive + Excellent Benefits Why Consider This Role?- 100% advisory work - no compliance responsibilities
- Exceptional flexibility with hybrid working
- Clear and transparent career progression to Director
- Highly competitive salary and benefits package
- A varied client base ensuring no two days are the same
Working as part of a close-knit and highly regarded Private Client team, you'll advise an impressive portfolio of HNWIs, FS Executives, Hedge Fund owners etc and their families.
You'll become a trusted adviser to your clients, proactively identifying planning opportunities, delivering bespoke tax advice and working on a wide range of complex advisory projects alongside experienced Partners and Directors.
Your Responsibilities- Managing a portfolio of private client advisory relationships.
- Advising HNWIs, entrepreneurs, trusts, family investment companies and non-UK domiciled individuals.
- Delivering tax planning across a broad range of personal tax matters.
- Working closely with clients to identify proactive planning opportunities.
- Advising on transactions, restructurings and other bespoke tax projects.
- Liaising with HMRC where required.
- Collaborating with colleagues across the wider tax team on multidisciplinary projects.
You’ll ideally be:
- CTA and/or STEP qualified (or approaching qualification).
- Currently working within Private Client Tax.
- Comfortable managing your own client relationships.
- Looking for an advisory-focused role with genuine career progression.
- Commercial, personable and passionate about building long-term client relationships.
If you're newly qualified and looking to step into a role where you'll develop into a genuine trusted adviser-not a compliance manager-this is an opportunity well worth exploring.
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.
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