Private Client Tax Manager

Do you want advisory exposure, a high-quality HNW client base and clear progression? An excellent opportunity has arisen with a growing specialist firm seeking an experienced Private Client Tax Manager to join its expanding team and work with an impressive portfolio of private clients and family-owned businesses.

Our client is a highly respected and growing independent accountancy and advisory firm with a specialist focus on entrepreneurial businesses, landed estates, property, renewable energy, and private wealth. With a strong reputation for providing pragmatic, commercially focused advice, the firm works with a diverse portfolio of high-net-worth individuals, families, business owners, trusts, estates, and rural enterprises across the UK.

Following a sustained period of growth, they are looking to appoint an experienced Private Client Tax Manager to join their established tax team.

This is an excellent opportunity for a Private Client Tax Manager seeking a broad and varied position that combines both compliance and advisory work. You will manage a portfolio of high-net-worth individuals, family business owners, trusts, estates, and partnerships, while supporting clients on a range of personal tax planning matters.

The successful candidate will play a key role in maintaining strong client relationships, identifying tax planning opportunities, and delivering high-quality technical advice.

• Manage a portfolio of HNWIs, business owners, trusts, estates, and partnerships.
• Deliver personal tax compliance services and review tax returns.
• Provide advice on personal tax planning, including CGT, IHT, and succession planning matters.
• Identify tax planning opportunities and advise on potential risks.
• Build and maintain strong client relationships.
• Support junior team members through mentoring and technical guidance.
• Assist with complex advisory projects and business development initiatives

• CTA qualified or equivalent.
• Proven Private Client Tax experience within practice.
• Strong knowledge of HNWI, trust, estate, and partnership taxation.
• Experience across both compliance and advisory work.
• Commercially aware with a proactive approach to problem-solving.
• Strong communication and client relationship management skills.
• Previous experience reviewing work and supporting junior staff is desirable.

This is a fantastic opportunity to join a well-established and growing specialist firm with a strong reputation in the private client market. You'll work with a diverse portfolio of high-net-worth individuals, family businesses, trusts, estates and partnerships, gaining exposure to both compliance and advisory projects. The role offers genuine responsibility, excellent client contact, and a clear pathway for career progression within a supportive and collaborative environment that values technical expertise, professional development and long-term success.

If you're looking for a broad private client tax role with exposure to interesting clients and complex advisory work, please apply now or reach out to Morgan Schuler at m /  for a confidential discussion.