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Private Client Tax Manager – Family Office (Hybrid)

Pro-Tax Recruitment · London

Hybrid 65,000 - 75,000 GBP/year 🇬🇧 English

Job description

About the role

We are partnering with a Top 10 international accountancy and advisory firm to recruit a Private Client Tax Manager for its expanding Family Office practice. The role offers a blend of technical tax work and client relationship management, supporting high‑net‑worth individuals, families, trusts and estates from a hybrid working environment.

Key responsibilities

  • Provide tax compliance and advisory services to family offices, trusts, estates and private clients.
  • Support and contribute to trust and estate planning projects.
  • Oversee portfolio management, billing and work‑in‑progress reporting.
  • Develop and maintain strong relationships with clients and internal stakeholders.
  • Coach and mentor junior team members.

Required profile

  • ACA and/or CTA qualified.
  • Experience in private client tax within a practice environment.
  • Exposure to trusts; estate experience is desirable.
  • Enjoys client interaction and relationship management.
  • Ambitious, values work‑life balance and a supportive culture.

Required skills

  • Tax compliance and advisory expertise.
  • Knowledge of trust and estate structures.
  • Client relationship management.

What we offer

  • Base salary £70,000‑£85,000 (depending on experience).
  • 25 days holiday plus bank holidays.
  • Hybrid and flexible working arrangements.
  • Private medical insurance, life assurance, financial coaching and mortgage advice.
  • Strong pension scheme and lifestyle benefits.
  • Clear progression path to Senior Manager.

Questions fréquentes

Le salaire proposé pour ce poste est de 65-75k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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Pro-Tax Recruitment

London