Private Client Tax Manager

Job Details

Private Client Tax Assistant Manager / Manager

London | Accountancy Practice | Private Client Focus

We are working with a well‑established London‑based accountancy and tax advisory firm that specialises in advising entrepreneurial private clients and owner‑managed businesses. The firm has a long‑standing reputation for high‑quality, partner‑led advice and prides itself on building long‑term relationships with private client families, often across generations.

Due to continued growth, they are now looking to appoint a Private Client Tax Assistant Manager / Manager to join their Private Client team.

This position sits within a dedicated Private Client tax team and involves managing a varied portfolio of approximately 300+ private clients. You will work closely with colleagues across business tax, audit, and accounting, and will report directly to senior management and partners.

Key responsibilities include:

• Managing and overseeing the personal tax compliance process for private clients
• Taking ownership of your own client portfolio across compliance and advisory work
• Acting as a key point of contact for client queries
• Reviewing self‑assessment tax returns for individuals, partnerships, and trusts
• Advising high‑net‑worth individuals, including non‑UK domiciled and non‑long‑term resident clients
• Liaising regularly with HMRC and other third parties
• Supporting, training, and mentoring junior team members and trainees

• CTA qualified or actively working towards CTA (or equivalent)
• Strong technical knowledge of UK personal tax
• Experience with trusts, inheritance tax, and probate would be advantageous
• Exposure to advising non‑dom/non‑resident clients is beneficial
• Strong attention to detail, communication skills, and a proactive approach
• Comfortable working in a client‑facing, relationship‑driven environment

• A broad and high‑quality private client tax role with both compliance and advisory exposure
• Close partner interaction and genuine career development opportunities
• Supportive and collaborative working culture
• Market‑rate salary and benefits package
• Exposure to a wide range of private client tax matters

Experience with CCH software would be helpful but is not essential.

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Company

Brewer Morris was established in 1987 as the UK's first recruitment consultancy to focus exclusively on the recruitment of taxation professionals.

We are firmly established as a market leader and take great pride in the enormous number of long-term business relationships that we have developed throughout the tax world. We have also expanded our remit into the recruitment of Treasury professionals. This enables us to better serve our clients’ needs in niche areas and we firmly believe this business line complements the Tax specialist recruitment that you have come to know and trust. From offices based in London, Melbourne and Sydney we recruit across the UK, Europe, The Middle East, Australia and New Zealand.

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