Private Client Tax Manager - Crowe Watson Recruitment : Job Details

Are you an experienced tax professional looking to make a significant impact in a dynamic environment? Our client, a leading firm of Chartered Accountants in London, is seeking a talented Private Client Tax Manager. With hybrid working options (60% in the office, 40% remote), competitive salary, scope for progression, and much more, this role offers an exciting opportunity for a dedicated individual to take the next step in their career. Working closely with a skilled and supportive team, you’ll provide expert tax advice and guidance to high-net-worth individuals and families, helping them to manage and optimise their tax positions.

As the Private Client Tax Manager, you’ll be responsible for a diverse portfolio, where you’ll lead on tax planning and advisory projects, covering areas such as inheritance tax, capital gains tax, and succession planning. You’ll have the opportunity to work directly with clients, developing long-lasting relationships and delivering tailored solutions to meet their unique needs. This role requires a proactive and strategic mindset, as you’ll be advising on complex tax matters and ensuring compliance with UK tax legislation.

This position is ideal for someone with a strong background in private client tax who is seeking a role that combines technical expertise, client engagement, and the chance to influence the growth and success of the practice. If you’re passionate about personal development and eager to advance your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency. References to pay rates are indicative, and salary is dependent on experience.

Key Responsibilities

• Manage a portfolio of private clients, providing expert tax planning and advisory services
• Lead on complex tax matters, including inheritance tax, capital gains tax, and succession planning
• Build and maintain strong client relationships, delivering exceptional service and tailored solutions
• Collaborate with other departments to ensure comprehensive service delivery
• Stay current with tax legislation and regulatory changes, ensuring compliance and best practices

• Must have previous experience working within a UK Practice environment
• ACA, ACCA, or CTA qualified (or equivalent experience)
• Strong technical knowledge in private client tax, including inheritance and capital gains tax
• Excellent client relationship and communication skills
• Proven ability to manage a diverse portfolio and handle complex tax issues
• Proactive approach to problem-solving and a commitment to professional development