Private Client Tax Manager

TPF Recruitment

. Manage a portfolio of private clients, ensuring advisory needs are addressed .

Posted 10/2/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing private client portfolios, providing bespoke tax planning solutions, and ensuring compliance with UK personal tax legislation. Capable of mentoring junior staff while maintaining strong client relationships and delivering high-quality advisory services.

Highest-signal resume keywords

CTA QualifiedACA QualifiedACCA QualifiedPrivate Client Tax ExperienceUK Personal Tax Legislation Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Self-Assessment Tax ReturnsInheritance Tax PlanningEstate PlanningResidency PlanningDomicile PlanningSuccession PlanningAdvisory Project ManagementTax ComplianceComplex Personal Tax Affairs Management

Soft Skills

Interpersonal SkillsMentoringRelationship Building

Certifications & Qualifications

CTAACAACCA

Industry Keywords

High-Net-Worth IndividualsAccountancy PracticeTax LegislationAdvisory Services

About the role

Key responsibilities & impact

Manage a portfolio of private clients, ensuring advisory needs are addressed
Act as the key point of contact for clients and develop strong, long-term relationships
Review and oversee the preparation of self-assessment tax returns, IHT, CGT, and trust returns
Deliver bespoke tax planning solutions covering inheritance tax, estate planning, residency, domicile, and succession planning
Lead or support advisory projects alongside partners
Supervise, support, and develop junior team members
Stay up to date with current legislation and communicate changes internally and to clients

Requirements

What you’ll need

CTA / ACA / ACCA qualified (or equivalent)
Significant experience in private client tax within an accountancy practice environment
Strong technical knowledge of UK personal tax legislation
Ability to manage and advise high-net-worth individuals and complex personal tax affairs
Strong interpersonal skills and experience mentoring junior staff

Benefits

Comp & perks

Hybrid and flexible working
Birthday leave and enhanced holiday package
Professional subscription support
Access to exciting client work, both compliance and advisory
Clear career progression in a top-tier firm with a supportive team culture
Up to £500 of Love2Shop vouchers for successful permanent candidate referrals (Terms & Conditions apply)