Private Client Tax Manager - Advisory - 📍 City of London | 🏡 Hybrid Working 💷 £67, 500 – £87, 500 (Highly Competitive Salary)

My client is an incredibly successful and established highliy regarded professional services organisation in the City of London, they are seeking additional headcount for their growing Tax Advisory-focused team.

This role is ideal for an experienced private client tax professional who enjoys complex advisory work, client interaction, and playing a key role in delivering high-quality tax planning solutions for high-net-worth individuals and families.

The Role As a Private Client Tax Manager, you will work closely with Partners and senior stakeholders to deliver bespoke advisory services across a diverse private client portfolio. You’ll take ownership of projects, manage client relationships, and help shape the firm’s advisory offering.

Key responsibilities include:

- Delivering private client tax advisory work, including IHT planning, trusts, estate planning, and residency/domicile matters
- Managing a portfolio of HNW and UHNW individuals, families, and trusts
- Preparing and reviewing complex personal tax returns as part of wider advisory engagements
- Acting as a trusted advisor to clients, providing clear, practical, and commercially aware tax advice
- Leading client meetings and managing advisory projects from start to finish
- Supporting HMRC enquiries and technical correspondence
- Mentoring and developing junior team members
- Identifying planning opportunities and supporting business development initiatives

Requirements:

- CTA qualified (or equivalent)
- Strong experience in private client tax advisory within practice
- Technical expertise across IHT, trusts, estate planning, and personal tax
- Confident communicator with strong client-facing skills
- Commercially minded with the ability to spot advisory and planning opportunities
- Experience managing and developing junior staff

What’s on Offer

- Highly competitive salary: £67,500 – £87,500
- Hybrid working model (flexibility built in)
- Exposure to high-quality, complex advisory work
- Clear progression opportunities
- Supportive, collaborative, and professional working environment
- Excellent benefits package

For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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