Private Client Tax Advisor​/Manager

Position: Private Client Tax Advisor / Manager
Tax Advisory Manager (Private Client)

Your new company
Join a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You'll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand.

Your new role
As a Tax Advisory Manager, you'll lead on complex private client and owner-managed business (OMB) tax planning projects. This is a predominantly advisory role (around 90%), where you'll work closely with clients and their professional advisers to deliver tailored solutions in areas such as inheritance tax, trust planning, capital gains tax, and residence/domicile matters.
You'll manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members. While compliance oversight is part of the role, it supports the advisory work rather than drives it. This is an opportunity to make a real impact, combining technical expertise with strategic thinking.

What you'll need to succeed

• ATT and/or CTA qualification (essential); STEP qualification desirable.
• Strong technical background in private client and OMB taxation, working on advisory projects across a range of tax matters.
• Proven experience advising on IHT, trust planning, CGT, and residence/domicile issues.
• Excellent communication and report-writing skills, with the ability to simplify complex matters.
• Commercially minded, client-focused, and confident leading advisory projects.
• Ability to work autonomously while contributing to a collaborative senior team.

What you'll get in return

• Competitive salary and benefits package.
• Flexible working options, including hybrid arrangements.
• Opportunity to work on high-quality, complex advisory projects.
• Support for professional development and progression within a growing practice.
• A collaborative, supportive environment where your expertise is valued.

What you need to do now
Are you ready to step into a role where your expertise truly shapes outcomes? This is your chance to join a growing, forward-thinking advisory practice that partners with high-net-worth individuals, entrepreneurs, and families to deliver bespoke, strategic tax planning. If you thrive on solving complex problems, building trusted relationships, and influencing long-term wealth strategies, this opportunity is for you. Apply today and join a firm where your technical skills and strategic insight will make a real difference.

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