Private Client Tax Senior Manager
Join a Top-Tier City Practice Where Senior Managers Become Partners!
Are you a high-performing Private Client tax professional who's outgrown your current firm? This is a Private Client Tax Senior Manager role for my clients office based in the City of London. It's a chance for you to step up to the platform to demonstrate partnership-level capabilities while being supported to get there.
Job Title: Private Client Tax Senior Manager
Location: City of London, W1T
Salary: Up to £90,000 + Benefits!
Why This Role Accelerates Your Partnership Journey:
- Senior Leadership Visibility: As a key figure within the growing City Private Client department, you'll work directly with partners and directors on business-critical work. You'll lead client discussions, pitch for new work, and drive delivery - exactly the exposure needed to demonstrate partnership readiness. Your contributions will be seen, valued, and rewarded.
- Partnership-Track Responsibilities: This isn't a technical specialist role stuck in delivery. You'll run your own portfolio, lead advisory projects, manage teams, drive business development, and make strategic decisions on process improvements. These are partnership competencies, and you'll be developing them daily with partner support.
- Client Ownership & Business Building: Take real ownership of high net-worth relationships. Lead pitches and proposals. Build your own target list and demonstrate results. Develop your personal brand within a respected City practice. They need senior managers who think like partners - and they'll give you the autonomy to prove you can.
- Flexibility Meets Prestige: Being a high-ranked practice doesn't have to mean brutal hours and no life outside work. They offer flexibility because they know sustainable high performance requires balance. Partnership is a marathon, not a sprint, and they support their senior managers accordingly.
The Role:
You'll be the driving force behind the private client service delivery, managing a diverse HNW portfolio while leading technical advisory work and developing your team. This is a client-facing, business-building role where technical excellence meets commercial acumen.
- Manage a sophisticated portfolio of HNW individuals, partnerships, and OMB proprietors
- Drive delivery of complex tax advisory work and produce high-quality reports
- Handle non-UK domiciled/non-resident clients and international HNW individuals
- Navigate property ownership through corporate vehicles and trusts
- Deal with advanced CGT issues and IHT planning including trusts and lifetime transfers
- Oversee UK tax return processes across diverse client base
- Interact confidently with HMRC on complex matters, including enquiries and negotiations
- Advise on incorporation, anti-avoidance legislation, and transactional scenarios
- Handle UK trusts and estates (trust account preparation/review desirable)
- Provide critical support to partners/directors in running the team and winning work
- Lead pitches, proposals, and presentations
- Proactively identify opportunities with clients and contacts
- Evidence regular cross-referrals to other business areas
- Take responsibility for WIP management and billing
- Show commercial judgment in improving efficiency and profitability
- Oversee and mentor junior staff on day-to-day delivery
- Provide technical training and develop team soft skills
- Monitor team progress against targets
- Take direct responsibility for staff appraisals and performance feedback
- Motivate the team to follow firm policies and build trust/respect
- Make suggestions and implement changes to improve team efficiency
- Drive internal process improvements
- Demonstrate the strategic thinking expected of future partners
The Individual:
- CTA qualified or equivalent professional qualification with demonstrable experience
- Advanced understanding of core private client tax including anti-avoidance legislation
- Expert knowledge of self-assessment, CGT, IHT planning, trusts, and estates
- Experience with incorporations, partnerships, and OMBs
- Confident handling of HMRC enquiries, settlements, and penalty negotiations
- Proven report writing and advisory work experience
- Demonstrates commercial judgment and strategic thinking
- Excellent written, verbal, and presentation communication skills
- Proactive in business development with evidenced results
Ready to Make Your Move?
If you're a CTA-qualified private client tax professional with the technical skills, client gravitas, and commercial mindset for partnership, but need a firm that will actively support your journey there, this is your opportunity.
Stop waiting for partnership opportunities that never materialize. Join a practice where senior managers are genuinely groomed for partnership and flexibility doesn't compromise your progression.
