Private Client Tax Manager
Listed on 2026-09-13
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Finance & Banking
Tax Advisor, Tax Manager, Financial Compliance -
Accounting
Tax Advisor, Tax Manager, Financial Compliance
Private Client Tax Manager
Location: Watford
Salary: £60,000-£80,000
Working pattern: Hybrid
Employment type: Permanent
An established professional services firm is seeking a Private Client Tax Manager to join its growing Watford team.
You will manage a portfolio of high-net-worth individuals, families, trustees and business owners, providing practical advice across personal tax, trusts and wealth planning.
Key responsibilities- Manage HNW and UHNW individuals, trusts and family groups.
- Oversee personal, partnership, trust and estate tax returns.
- Advise on income tax, capital gains tax and inheritance tax.
- Support wealth structuring, succession and estate planning.
- Advise on trust taxation, property, investments and business interests.
- Manage client relationships, deadlines, budgets and billing.
- Review work and support junior team members.
- Identify advisory opportunities and collaborate with wider teams.
- Keep up to date with tax legislation and HMRC practice.
You will have strong private client tax experience and be confident managing clients and complex work.
Ideally, you will have:
- CTA, ACA, ACCA or equivalent qualification, or be working towards one.
- Experience with HNW individuals, trusts and estates.
- Strong knowledge of income tax, CGT and IHT.
- Experience in compliance and tax planning.
- Excellent communication and organisational skills
- Experience reviewing work or supporting junior colleagues.
- A commercial, client-focused approach.
- Salary of £60,000-£80,000
, depending on experience. - Varied HNW and UHNW client portfolio.
- Strong mix of compliance and advisory work.
- Direct client contact and progression opportunities.
- Supportive leadership and specialist colleagues.
- Hybrid working from the Watford office.
- Competitive benefits package.
You will join a well-established independent firm advising private clients, families, entrepreneurs and their businesses.
The private client team works closely with specialists across tax, business services, wealth planning and transaction advisory.
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