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Private Client Tax Manager
TPF Recruitment. Manage a diverse portfolio of private clients and high-net-worth individuals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing private client relationships and providing strategic tax planning advice, with a strong focus on compliance and advisory services in personal tax matters. Proven ability to mentor junior staff and liaise effectively with regulatory bodies and professional advisers.
Highest-signal resume keywords
ATT QualifiedACA QualifiedACCA QualifiedCTA QualifiedPrivate Client Tax Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Personal Tax ComplianceInheritance Tax AdvisoryCapital Gains Tax AdvisoryTrusts and Estate PlanningInternational Tax Issues
Soft Skills
Excellent Communication SkillsCoaching and Mentoring
Certifications & Qualifications
ATTACAACCACTA
Industry Keywords
High-Net-Worth IndividualsClient Portfolio ManagementTax PlanningLiaising with HMRCAdvisory Projects
About the role
Key responsibilities & impact- Manage a diverse portfolio of private clients and high-net-worth individuals
- Review personal tax returns and ensure timely delivery of compliance services
- Advise on inheritance tax, capital gains tax, trusts, and estate planning
- Support complex advisory projects involving residence, domicile, and international tax issues
- Coach and mentor junior staff, contributing to their professional growth
- Liaise with HMRC and other professional advisers on behalf of clients
- Work closely with Partners and Directors to provide strategic tax planning advice
- Manage client relationships professionally and with care
Requirements
What you’ll need- ATT/ ACA/ACCA/CTA Qualified
- Significant private client/personal tax expertise
- Experience of managing a portfolio of clients
- Compliance and advisory expertise
- Excellent communication skills
- Mixed tax Managers are equally of interest
Benefits
Comp & perks- Competitive salary (dependent on experience)
- Hybrid and flexible working options
- Generous holiday allowance
- Wellbeing initiatives
- Clear progression pathway to Senior Manager and beyond
- Continuous professional development and training support
- Access to prestigious client work within a respected Top 20 firm
- Up to £500 of Love2Shop vouchers for successful candidate referrals (Terms & Conditions apply)