Tax Advisory Manager, Private Client

Your new company

This professional services firm is continuing to grow its Private Client Tax Advisory team, working with a varied client base that includes business owners, trustees and high net worth individuals.

The culture is supportive and collaborative, with a focus on high quality work and treating people with respect. You'll be encouraged to develop your skills, share ideas and take ownership of your role, while being supported by an experienced team.

Your new role

This is an opportunity to join a growing Private Client Tax Advisory team, working with business owners, trustees and high net worth individuals.

You'll deliver clear, practical personal tax advice and work closely with colleagues across tax and private client teams in the UK and overseas. The role includes reviewing work prepared by junior team members, maintaining file quality for review, managing WIP and billing, and dealing directly with HMRC where required. You'll also support senior team members by helping identify and develop advisory work, including profit extraction, succession planning and individual relocation.

What you'll need to succeed

You'll be well suited to this role if you have:

• A relevant professional qualification (such as CTA) or equivalent experience
• Strong experience working in personal tax and private client advisory
• A good understanding of the issues faced by business owners and private clients
• Experience planning and managing work to meet deadlines
• A practical, thoughtful approach to problem-solving
• An interest in spotting opportunities to add value for clients
• Experience using CCH Central for personal tax (helpful, but not essential)
• Clear communication skills and a team-focused approach

What you'll get in return

In return, you'll join a firm that values collaboration, quality and long-term development. The package includes:

• A competitive salary, based on experience
• An annual performance-related bonus
• Regular salary reviews
• Hybrid working to support a healthy work-life balance
• Clear opportunities for progression as your career develops
• A strong benefits and wellbeing package

This is a role where you can build a long-term career, do interesting advisory work, and feel valued for the contribution you make.

What you need to do now

If this role sounds like a good fit for you, please apply with your most recent CV.If you'd prefer an informal and confidential conversation before applying, feel free to get in touch.

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