Private Client Tax Manager - Financial Services

Job Details

Private Client Tax Manager - Financial Services

£80,000 car allowance, plus bonus scheme

Locations: London

An exceptional opportunity has arisen to join one of the UK's leading Private Client Tax teams, specialising in advising high-net-worth individuals and senior executives working across the financial services sector.

This specialist team supports clients employed by global financial institutions, private equity houses and asset management firms, helping them manage their UK and international tax obligations while navigating increasingly complex cross-border tax issues.

Due to continued growth, opportunities are available at Manager and Senior Manager level in London.

The Opportunity

Established over a decade ago, this highly successful specialist practice has grown into one of the largest teams of its kind in the UK. You'll work alongside recognised experts in private client and international tax, advising an impressive portfolio of high-net-worth individuals and senior financial services professionals.

This is a fantastic opportunity to develop your technical expertise while working on complex and varied client matters within a collaborative, supportive environment.

The Role

You'll act as a trusted adviser, supporting clients with their UK tax affairs while helping them understand the tax implications of their financial and cross-border activities.

Your work will include:

• Advising on UK personal tax matters for high-net-worth individuals and financial services executives.
• Providing guidance on cross-border tax issues, residency and international reporting requirements.
• Advising on the movement of funds and determining taxing rights across multiple jurisdictions.
• Supporting clients through changes in UK tax legislation, including the evolving non-domicile and residency rules.
• Working with international colleagues across a global network to deliver seamless advice on complex cross-border matters.

Day-to-Day Responsibilities

• Acting as the primary point of contact for clients, responding to queries and resolving issues.
• Explaining tax positions and assisting with HMRC correspondence.
• Reviewing complex UK personal tax returns.
• Preparing and reviewing calculations, ensuring technical accuracy and clearly documenting conclusions.
• Identifying issues requiring further consideration and escalating where appropriate.
• Researching technical matters and providing well-reasoned recommendations.
• Reviewing client billing and project delivery.

At Manager and Senior Manager level, you'll also:

• Lead client engagements from planning through to delivery.
• Coach and develop junior team members.
• Deliver written tax advisory work.
• Build strong client relationships and manage multiple projects simultaneously.

Why Join?

• Work with an outstanding portfolio of high-profile and internationally mobile clients.
• Gain exposure to complex, technically challenging private client tax work.
• Collaborate with leading specialists across a broad international network.
• Enjoy a genuinely supportive, coaching-focused culture that invests in professional development.
• Benefit from clear career progression with ongoing learning and development opportunities.

About You

You'll have:

• Strong UK Private Client Tax knowledge.
• Experience advising private clients.
• ACA, CTA or ATT qualification (or equivalent relevant private client tax experience).
• Experience leading client engagements and managing teams.
• A proven track record of delivering written tax advisory work.
• Excellent communication and stakeholder management skills.
• The ability to manage multiple priorities while delivering exceptional client service.

If you're an ambitious private client tax professional looking to accelerate your career within a market-leading specialist team, this is an outstanding opportunity to work on some of the most interesting and complex client work available while enjoying genuine long-term career development. Contact [email protected]

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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.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.

Company info

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020 4549 9941