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Private Client Tax Manager (Interim) – London

Pro-Finance · London

Hybrid Senior 60,000 - 70,000 GBP/year 🇬🇧 English
CCH

Job description

About the role

This interim position offers an experienced Private Client Tax Manager the chance to join a well‑established boutique firm in Marylebone for a three‑month assignment, with the possibility of extension. You will work within a senior‑level private client team, supporting high‑net‑worth individuals and families on complex tax matters.

Key responsibilities

  • Manage a portfolio of UHNW/HNW private clients, entrepreneurs, non‑domiciled individuals and multi‑generational families.
  • Prepare and review self‑assessment returns for individuals, partnerships and trusts.
  • Advise on complex personal tax issues including offshore trusts, inheritance tax, estate planning and non‑resident status.
  • Liaise with HMRC and third‑party advisors to ensure timely and accurate delivery.
  • Provide guidance and mentorship to junior colleagues and trainees.
  • Report directly to Directors and Partners on client matters.

Required profile

  • CTA qualification (or equivalent) with a strong UK personal tax background at Manager level or above.
  • Experience with non‑domiciled clients, offshore trusts and inheritance tax is highly desirable.
  • Proven ability to manage client relationships independently and start at short notice.

Required skills

  • CCH tax software (advantageous but not essential)

What we offer

  • Competitive salary of £60,000‑£70,000 per year.
  • Hybrid working arrangement with a central London office.
  • Exposure to complex, high‑value client portfolios.

Questions fréquentes

Le salaire proposé pour ce poste est de 60-70k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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Pro-Finance

London