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Private Client Senior Manager - Tax, Trusts & Estates

Job in Greater London, London, Greater London, EC1A, England, UK
Listing for: Pro-Tax
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 - 90000 GBP Yearly GBP 85000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: Greater London

Private Client Senior Manager - Tax, Trusts & Estates London | Hybrid | £85,000-£90,000 + benefits

An exclusive boutique tax and accounting consultancy in central London is looking for a Senior Manager to join its elite Private Client team. This is a high‑profile role working with UK and international HNWIs, family offices, and trustees, providing strategic advice that directly shapes complex estates and wealth structures.

Why this role matters
  • Lead a portfolio of sophisticated clients, delivering both compliance and bespoke advisory solutions
  • Work on trusts, estates, personal tax, and IHT planning at the forefront of private client practice
  • Collaborate with directors and senior team members to provide strategic guidance on multi‑jurisdictional matters
  • Influence the growth of the team through mentoring and leadership
Who we're looking for
  • CTA, ACA, or TEP qualified
  • Proven senior‑level experience in private client tax, trusts, and estates
  • Exceptional technical expertise and commercial acumen
  • Strong relationship management skills and ability to explain complex tax clearly
  • Ambitious, collaborative, and committed to career progression
What's on offer
  • Exposure to high‑value, sophisticated clients and complex multi‑jurisdictional planning
  • Hybrid working and a supportive, professional culture
  • Competitive salary and benefits, with clear progression to director‑level opportunities

Apply in confidence:
John Corfield -

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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Position Requirements
10+ Years work experience
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