Private Client Tax Manager - Advisory - 📍 City of London

My client is an incredibly successful and established highliy regarded professional services organisation in the City of London, they are seeking additional headcount for their growing Tax Advisory-focused team.

This role is ideal for an experienced private client tax professional who enjoys complex advisory work, client interaction, and playing a key role in delivering high-quality tax planning solutions for high-net-worth individuals and families.

The Role As a Private Client Tax Manager, you will work closely with Partners and senior stakeholders to deliver bespoke advisory services across a diverse private client portfolio. You’ll take ownership of projects, manage client relationships, and help shape the firm’s advisory offering.

Key responsibilities include:

Delivering private client tax advisory work, including IHT planning, trusts, estate planning, and residency/domicile matters
Managing a portfolio of HNW and UHNW individuals, families, and trusts
Preparing and reviewing complex personal tax returns as part of wider advisory engagements
Acting as a trusted advisor to clients, providing clear, practical, and commercially aware tax advice
Leading client meetings and managing advisory projects from start to finish
Supporting HMRC enquiries and technical correspondence
Mentoring and developing junior team members
Identifying planning opportunities and supporting business development initiatives

Requirements:

CTA qualified (or equivalent)
Strong experience in private client tax advisory within practice
Technical expertise across IHT, trusts, estate planning, and personal tax
Confident communicator with strong client-facing skills
Commercially minded with the ability to spot advisory and planning opportunities
Experience managing and developing junior staff

What’s on Offer

Highly competitive salary: £67,500 – £87,500
Hybrid working model (flexibility built in)
Exposure to high-quality, complex advisory work
Clear progression opportunities
Supportive, collaborative, and professional working environment
Excellent benefits package

For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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Private Client Tax Manager - Advisory - 📍 City of London | 🏡 Hybrid Working 💷 £67,500 – £87,500 (Highly Competitive Salary)