Private Client Manager - Family Office

Job Details

Private Client Tax Manager - Family Office

Top 10 Firm | £65,000 - £75,000 + Benefits | Central London / Hybrid

I'm working closely with a Top 10 accountancy and advisory firm that is continuing to grow its Family Office and Private Client practice , and is now looking to appoint a talented Private Client Tax Manager .

This is an excellent opportunity for a Private Client Tax Manager seeking greater exposure to advisory work, high‑quality clients and a genuinely supportive, partner‑led culture - without needing to step into a niche boutique.

As a Private Client Tax Manager , you'll join a well‑established and expanding Family Office team , working with HNW/UHNW individuals, families, trusts and estates . The role combines strong technical exposure with client relationship management and clear progression toward Senior Manager.

Key responsibilities for the Private Client Tax Manager include:

• Advising family offices, trusts, estates and private clients
• Managing personal tax compliance and advisory work
• Supporting trust and estate planning projects
• Oversight of portfolio management, billing and WIP
• Developing relationships with clients and internal stakeholders
• Coaching and supporting junior team members

• Meaningful Family Office exposure within a Top 10 firm
• Advisory‑led work alongside experienced Partners
• Clear and achievable career progression to Senior Manager
• Hybrid and flexible working embedded into the culture
• Collaborative, inclusive environment with low attrition

This is a Private Client Tax Manager role designed for someone who wants to deepen their advisory experience while continuing to develop technically and commercially.

This role would suit a Private Client Tax Manager who:

• Is ACA and/or CTA qualified
• Has experience in private client tax within practice
• Has exposure to trusts (estates experience desirable)
• Enjoys client interaction and relationship management
• Is ambitious but values balance, culture and quality of work

• £70,000 - £85,000 base salary (depending on experience)
• 25 days' holiday + bank holidays
• Hybrid & flexible working
• Private medical insurance (eligibility applies)
• Life assurance, financial coaching & mortgage advice
• Strong pension and lifestyle benefits
• Defined progression framework and ongoing development

The firm is part of a Top 10 international group , combining a partner‑led, relationship‑driven ethos with the scale and infrastructure of a large organisation. Diversity, inclusion, flexibility and long‑term career development are central to how they operate.

For a confidential discussion about this Private Client Tax Manager - Family Office opportunity, please contact:

Kate Green

[email protected]

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