Private Client Tax Specialist - PE Backed Firm, London, to £90k

Capital Tax Recruitment
London

An outstanding opportunity has arisen for an experienced Private Client Tax Manager or Senior Manager to join the growing London office of a highly respected PE backed professional services firm that is redefining what modern private client advisory looks like.

This is a key role for a technically strong and commercially minded tax professional who enjoys working closely with clients, mentoring others and delivering innovative, high-quality advice. You will play a visible role within a dynamic team that combines technical excellence with an entrepreneurial, client-focused approach.

You will take ownership of a diverse and high-value portfolio of high-net-worth individuals, entrepreneurs, family offices, and business owners, providing expert advice across complex personal tax, wealth structuring, and succession planning matters.

Key Responsibilities:

* Lead or support the delivery of complex personal tax advisory projects, including report writing and client presentations.
* Manage a portfolio of clients with multiple income sources and complex tax affairs, ensuring exceptional service and attention to detail.
* Act as a trusted point of contact for clients, providing pragmatic and commercially focused advice.
* Oversee and review UK personal tax compliance work, ensuring accuracy and efficiency.
* Advise on capital gains tax, inheritance tax, trusts, and broader wealth planning issues.
* Collaborate with Partners and Directors on business development initiatives and strategic growth opportunities.
* Mentor and support junior staff, contributing to technical training and team development.
* Identify and implement process improvements to enhance efficiency and client delivery.

Skills and Experience:

* CTA qualified (or equivalent) with demonstrable experience in private client tax within a professional services environment.
* Strong technical knowledge of UK personal taxation, with the confidence to manage complex advisory work.
* Proven ability to communicate complex tax concepts clearly and credibly to non-specialists.
* Experience dealing with HMRC on technical or contentious issues.
* A track record of delivering both compliance and advisory work to a high standard.
* Previous experience supervising and developing junior team members.
* Exposure to UK trusts and estates work would be advantageous.

The Opportunity:

This is an excellent opportunity to join a progressive and ambitious firm at an exciting stage of its growth. You will benefit from genuine autonomy, flexible working, and a clear route to advancement, within a collaborative and forward-thinking environment that values initiative and rewards performance.

If you are ready to take the next step in your private client tax career and would like to explore this opportunity in confidence, please contact [email protected].

Posted 2026-04-30

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