Private Client Tax Manager – Advisory Focused Role

A lot of private client advisers at Senior or Assistant Manager level already carry complex planning work, yet the Manager seat that would match that responsibility never quite opens. This role is that seat: a London Manager grade where advisory work makes up most of the year.

We are helping a major professional services firm appoint into its private client practice. The book covers wealthy individuals, international families and the trustees behind their structures. Capacity is tight on the advisory side, so the firm wants someone ready to own Manager-level matters rather than wait another cycle for a promotion at their current firm.

The remit

Expect the balance of your week to sit with planning rather than compliance returns, at about three-quarters advisory. Typical work includes residence and domicile, offshore trust planning, succession across the generations, and cross-border questions for clients with interests in several countries. You will take files from opening to advice, keep families and their other professional advisers informed, coach juniors on your matters, and look after relationships in a way that leads naturally to further instructions.

Ready for the step

You will bring a strong technical base in UK private client tax for internationally connected individuals and trusts, and the ability to set out a complex position in plain language. Some experience guiding junior colleagues and handling advisory pieces will stand you in good stead. Ideally CTA, ACA, a law qualification, former HMRC inspector training or matching specialist credentials. No single specialism is a dealbreaker: a lighter inheritance tax background can be built up in the team.

On offer

Base salary of £75,000 to £85,000 plus bonus and benefits. Hybrid working in London, three days a week in the office and two from home. The practice continues to grow, with progression through the grades available to people who perform. You can have an informal conversation first if you want to learn about the team before applying, and things can move at pace once both sides are keen.

Interested?

Email your CV to opportunities@capitaltaxrecruitment.com quoting reference CTR-3672-SU. A member of our team will be in touch, in confidence, in due course.

Thank you for your interest in this role. As we receive a high number of applications, if you have not heard from a member of our team within 10 working days, please assume that on this occasion your application has not been successful.
Capital Tax Recruitment is acting as an employment agency in relation to this permanent vacancy. You will need to be able to show your right to work in the UK, and your personal data will be handled in line with our privacy notice.
We welcome applications from people of all backgrounds and will gladly make reasonable adjustments at any stage of the process.